Average Performance on Major Geopolitical Events

Average Performance on Major Geopolitical Events Investors regard gold as both a hedge against inflation and a strategic asset during geopolitical uncertainty, having proven to be the most effective safeguard against major geopolitical events since…

Cumulative Flows from Global Investors into DM and EM funds

Cumulative Flows from Global Investors into DM and EM funds In 2024, equity funds in developed and emerging markets have experienced substantial inflows from global investors, reflecting a resurgence of confidence in the market. Image:…

Asset Class Returns

Asset Class Returns This year’s substantial variation in performance emphasizes the importance of rebalancing portfolios, given that strong gains in some sectors have resulted in elevated valuations that may be prone to pullbacks. Image: J.P.…

ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day While bears are busy counting their losses, those who dared to ride the S&P 500 wave are enjoying a hefty 26.9% return YTD, including dividends! It’s safe to say that…

Bonds Flows

Bonds Flows Since January 2024, there has been a notable trend of strong inflows into bond ETFs, particularly high-yield bonds, driven by favorable yield conditions and an overall “risk-on” sentiment in the market. Image: J.P.…

Earnings of Tech Companies

Earnings of Tech Companies While U.S. tech stocks are riding a wave of strong performance driven by both hype and solid earnings fundamentals, non-tech stocks face prolonged stagnation in earnings. Image: Topdown Charts