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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."!

Articles: 1-10 / 116
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Recent Inflation Surges Have Modestly Affected Long-Term Expectations

"Despite the historically high unexpected inflation, current revisions to long-term inflation expectations remain around 20 basis points, similar to the revisions in 2018 and slightly smaller than revisions in 2014."

J. Scott Davis, senior economist
Federal Reserve Bank of Dallas, April 05, 2022

Market Share Concentration by Firm: Active Management

Ivan “Butch” Cliff
Callan, Exclusive Callan Study Analyzes Investment Management Fees Paid by Institutional Investors, January 19, 2022

The bond crash in one chart:

The Austria 100 years bond price is down almost 50% from its 2020 all-time-high...

Charles-Henry Monchau, Chief Investment officer
Syz Private Banking, Global Markets Weekly, 2 April 2022

US Fed Funds Target Rate vs. Wage Growth 

Fed Pivot Becomes Fed Prayer

Franklin Templeton, Insights, Fed Pivot Becomes Fed Prayer, March 30, 2022

Energy Intensity: Consumption per Real Dollar of GDP : United States

Peter van der Welle, Strategist SMAS
Robeco, Monthly Outlook, 08 March 2022

Stock markets usually fall before war breaks out, not afterwards

Professor Dr Bernd Meyer, Chief Investment Strategist & Head of Multi Asset
Berenberg Markets - Monitor, 28 February 2022

Profits rather than valuations have been driving returns in 2021

Sean Markowicz, CFA, Strategist, Strategic Research Group
Schroders, Schroders Equity Lens: your go-to lens on global equity markets, 21 January 2022

S&P vs USTs (Risk Adjusted)

Imbalances: US equities have lost c. 75% of their value vs bonds from 1971 until 2016

Hugh Hendry
Eclectica Asset Management, 2016

Exposure of European company revenues

"This structural trend in Asia, particularly China and India, is one which European companies have increasingly grown exposure to over the past three decades."

Niall Gallagher, Investment Director, European Equities
GAM Investments, GAM Active Equity Series: Innovative Alpha Generation, 21 September 2021

Job Openings and Labor Turnover Survey

January 2001 to May 2021

U.S. Bureau of Labor Statistics, July 9, 2021
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