Klaudius Sobczyk’s Post

Today on the weekly review, our team looks at the performance of international stock markets for the first six months of 2024 (HY2024). International equities were broadly higher fuelled by strong corporate earnings and continued hopes of US interest rate cuts. We discuss possible drivers that are likely to continue influencing market sentiment and direction as we progress into the latter half of the year. Will markets sustain their upward trend in 2024, or could emerging factors steer investors in a different path? Read more on our website: https://lnkd.in/eMfwmvCD #investmentreview #investments #gobalmarkets

European valuations tend to be nearly 50% lower than U.S. stocks, potentially offering an affordable entry point for investors 💶 Equities in Europe also exhibit relative independence from North American and Asian markets, likely influenced by differing sector weights across these regions. This unique trait may offer avenues for portfolio diversification and risk mitigation. Our sponsor, STOXX outlines different investment perspectives when considering European stocks. See the full infographic here: https://lnkd.in/gwGdKPkg #internationalmarkets #europe #europeanstocks #europeanequities 

April saw the flagship FTSE 100 index hit a new all-time price high. But what else caused investors to reassess the timeframe for anticipated interest rate cuts? Find out in our monthly summary. Link in the comments 👇 #monthlymarketsreview #marketviews #financialplanning

September in review #PortfolioPulseMultiAsset September provided mixed returns for global equity markets. The S&P 500 and Euro STOXX 50 were both up 2.1% and 0.9% respectively while the FTSE 100 lagged behind, falling 1.5% fuelled by poor corporate earnings and, persistent uncertainty over interest rates. It was a stellar month for Asia Pacific markets with the Hang Seng and the... https://lnkd.in/dfAb4yBh

Small cap made up some relative ground versus large in May. Global equities pushed higher in May, led by small cap in both US and non-US markets. Small cap’s participation in the rally was broad-based in the month, while large cap continues to be narrowly ruled by a few key players. High beta stocks bounced back to be the best performers across market caps in the month. Additionally, momentum worked well in large cap, while performance of momentum quintiles in small cap was more in line. For more on what’s happening under the hood in global equity markets, head to our website for our monthly market analysis. https://lnkd.in/eW-KpxpB

The Small Cap market is gaining Momentum! 🚀 Find out more about the strategy and more about what's happening in global equity markets with the EAM Investors, LLC market analysis - a great update.

September in review #PortfolioPulseEquities September provided mixed returns for global equity markets. The S&P 500 and Euro STOXX 50 were both up 2.1% and 0.9% respectively while the FTSE 100 lagged behind, falling 1.5% fuelled by poor corporate earnings and, persistent uncertainty over interest rates. It was a stellar month for Asia Pacific markets with the... https://lnkd.in/dPVjXXP7