Global markets surged in November—except for commodities, which posted the only decline among the major asset classes last month, based on a set of ETF proxies. US property shares...
The US stock market remains on track to be the performance leader in 2023 for the major asset classes – by a wide margin. The key reason: Big-tech shares are running hot. Take out...
On paper, the set-up sounds toxic. An ongoing war on Europe’s eastern border, a new conflict in the Middle East that could turn into a regional battle, and sharply higher interest...
October was another rough for global markets. With the exception of cash, all the major asset classes fell last month – the third straight month of red ink for all but a handful of...
A mixed run for markets last week offered a partial reprieve, but the trend profile still skews negative overall, based on a broad measure of the major asset classes via a set of...
American equities have enjoyed a hefty return premium for much of this year relative to the rest of the major asset classes, but in the current environment that outlier performance...
The Israeli-Palestinian conflict is a new risk factor for financial markets, but for now, there’s no contest between US shares and other asset classes as the year moves into its...
American shares have been the upside outlier for performance leadership for much of the year for the major asset classes, based on a set of proxy ETFs through Friday’s close...
Commodities and cash continued to top the monthly performance tables in September for the major asset classes. Also on display for a second straight month: widespread losses...
Market sentiment is turning cautious as several risk factors come into focus for the fourth quarter, but for the moment the lofty year-to-date performance premium for US shares...