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There and Back Again: The COVID Global Market Roundtrip in Map Form

Posted by Vident Financial on 9/16/21 9:00 AM

Literature’s second most famous hobbit, Bilbo Baggins, titled his memoirs There and Back Again. In it, he took a long trip down into the terrifying caves of a deep mountain (actually, two mountains) and came back home with a treasure. It is an extremely common literary theme: Down into the pit, and back out of the pit. It's common because good literature mimics real life stories, even financial ones.

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Topics: Global Economics, Economics

EM Capitulation Was a Foreseeable Investor Error

Posted by Vident Financial on 3/5/21 10:45 AM

Last year we wrote a lot about the history of Emerging Market (EM) overperformance. That historically it tends to overperform developed markets; that it does not always overperform; the conditions under which it does overperform.

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Topics: Global Economics, Market Drivers, developed markets, emerging markets, Economics

The Global Stock Market Decompression

Posted by Vident Financial on 2/4/21 1:30 PM

In the most recent quarter, global stock markets continued to reverse the valuation compression which occurred in the first quarter.

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Topics: Global Economics, Market Drivers, developed markets, emerging markets, resiliency, equities, Market Resiliency, Economics

How Great is Great Britain?

Posted by Vident Financial on 8/26/20 9:00 AM

Should roughly 1/10th of your international investment be in a country that represents only 2% of global GDP?

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Topics: Global Economics

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