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Risk Rally in November
The SPI rose by 8.41% in November, the best November performance since the index has been calculated and the highest monthly performance since the end of the financial crisis (June 2009). The SPI thus lagged behind the MSCI World Index of 11.45% in Swiss francs.
Emerging Market Equities (EMMA) or Asia+ ?
Skeptics often talk about investing in emerging markets as nothing more than an Asia-plus strategy, since Asia makes up 80% of the index. As is all too often the case in media financial discourse, opinions are quickly expressed; this says nothing at all about the substance of the content.
US equities in competition with the rest of the world
U.S. stocks hit a relative high last week compared to the rest of the world. EPositive earnings outlook of American blue-chip tech companies and a Corona virus-induced exodus from Asian stocks, were major contributors. The S&P 500 index is up 3% this year despite recent weakness, while the rest of the world is up between 1% and 2%.