Markets, economy, stocks, growth, global, fixed income, international, asset classes
A summary of the factors driving global markets over the last month.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
Discover why US stocks consistently outperform their European counterparts in the post-crisis period with a comparitive look at tech & financial sectors.
Following a torrid fourth quarter of last year, equity markets have bounced back strongly across the globe so far in 2019.
The outperformance of US stocks relative to European counterparts has been one of the defining characteristics of equity markets in the post-crisis period. This piece highlights how two sectors—technology and financials—have played a key role in driving