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Examining the 2017 Surge in EM Equities

by: Lawrence Hamtil  on Friday, July 21, 2017

2017 has started off as a good year for equities around the world, with all major regions of the world rallying.  As measured by MSCI, the U.S. equity market has returned about 9.5% through June, while the non-U.S. developed market index, the "EAFE," has returned more than 14%.  However, emerging markets have been 2017's clear winner so far, with the MSCI EM index delivering returns approaching 19%.   Read More

Developed Market Scorecard

by: Lawrence Hamtil  on Monday, July 03, 2017

Credit Suisse's Global Investment Returns Yearbook is always fun to read, not least because it is always full of fascinating financial history for the various developed markets with lengthy track records.  While I am not attempting here to offer a competing analysis to their wonderful product, I do think it would be interesting to look at the major developed markets with only more recent data (MSCI's in this case), and to add one or two twists to the data for a slightly different perspective. Read More