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As in “a picture is worth a thousand words”,
“un bon croquis vaut mieux qu'un long discours”,
"百闻不如一见", or "As the Chinese say, 1001 words is worth more than a picture."!

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The US-China conundrum

Equity performance in the US and China has mirrored the flow of capital

Alexandra Morris
Skagen, 2 July 2024

S&P Market Concentration Hits a New All-Time High

Standard and Poor’s has just released data on the market cap and share of the S&P 500 that the Top 10 stocks make up. The data show that once again the US stock market has become the most concentrated in the past 150 years.

Dr. Bryan Taylor, Chief Economist
Global Financial Data, July 1, 2024

Was läuft derzeit schief bei der Energiewende?

Beim Thema Energiewende verfolgt Deutschland einen festen Plan: Abkehr von fossilen Brennstoffen und Verzicht auf Atomenergie – gleichzeitig massiver Aufbau der Elektromobilität. An den globalen Rohstoffmärkten wird diese Vision derzeit aber nicht geteilt.

FERI Cognitive Finance Institute, 15.03.2024

''Main Invisible Contre Pied dans le Derriere''

"Travaux Pratiques: Ce qu'il faut avoir ou ne pas avoir dans les Marches des Actions en Euroland"

Charles Gave
Institut Des Libertés, 22 January 2024

Comparing year-to-date total returns of mega-cap stocks versus other S&P 500 and global stocks

Magnificent 7 significantly outperformed other stocks in 2023

Tim Murray, Capital Markets Strategist, Multi‑Asset Division
T. Rowe Price, From the Field, January 2024

Diversification

China gains export share outside the U.S.

Wenli Zheng
T. Rowe Price,  December 2023

US Equity Performance vs. the Rest of the World

10 Years Ended 31 December 2022

T. Rowe Price,  February 2023

Stock pickers’ paradise: market breadth is at a 20+ year high”.

Alexandra Morris, Investment Director
Skagen, 27 January 2023

The Bear Facts: Major U.S. Equity Sell‑Offs Since 1928

Historical drawdowns of 15% or more in the S&P 500 Index*

Sebastien Page CFA,Head of Global Multi‑Asset ; Som Priestley CFA,Multi‑Asset Solutions Strategist
T. Rowe Price,  September 2022
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