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The year 2023 was marked by surprising events on both the economic and geopolitical fronts. Setting aside unpredictable armed conflicts, the resilience of the U.S. economy and the expected rebound in China, which did not materialize, took most investors by surprise.
2024 commenced with new and unexpected economic indicators for both the U.S. and Chinese economies, setting the tone for the rest of the year.
What would be 2024 market drivers? Which risks to monitor and how to position portfolios in such a context?
Click here to read the full article. |
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Investment markets were rife with surprises in 2023. Equities rebounded impressively from a dismal 2022, and Japan experienced a revival. Tech-related growth stocks once again assumed market leadership. Meanwhile, investors enticed into fixed income by high yields and the promise of falling rates found themselves facing borrowing costs that seemed destined to stay “higher for longer.” Morningstar Indexes proposes five lessons (unlearnings) from 2023.
Are Higher Interest Rates Necessarily Bad for Growth Stocks? Does Economic Growth and Recovery Always Boost Small Caps?
Discover the answers with Dan Lefkovitz, Strategist at Morningstar Indexes in the following article:
“Unlearn What You Have Learned About Investing: Lessons From 2023”.
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Assisted by easing inflation, a resilient economy, and the prospect of lower interest rates, global equity markets recorded a 23.79% gain in 2023. Many equity indices now stand even higher than their closing levels on December 31, 2021.
However, these gains have not been distributed equally among companies, countries, or sectors. Much has been discussed about the dominance of the Magnificent Seven during the equity recovery in H1 2023. What were the success stories of 2023, and what can we learn for the year ahead?
Pierre Debru, Head of Quantitative Research and Multi-Asset Solutions at WisdomTree Europe, provides the answer in
the following article.
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BSD Investing & L’Allocataire model portfolio update
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Combining active & passive funds to build optimal portfolios
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Click here to discover the performances of our dynamic portfolio allocation. Our mixed approach between active and passive management on this profile has generated an outperformance of 4.8% compared to the MSCI ACWI index (world equities) over 1 year (until 06/12/2023), and is up 18.4% year to date (against 15.1% for world equities). It is factual proof that the combination of active and passive strategies is an under-exploited performance driver.
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LATEST NEWS
Which European equity income funds rank top in BSD Investing Best Fund Leaderboards?
Convinced of the need for new comprehensive selection methodologies that do not segregate passive and active management, BSD Investing and L’ALLOCATAIRE have decided to publish their fund rankings on a quarterly basis, the fruit of several years’ research and interdisciplinary collaboration. It is with particular emotion that we share with you our Leaderboard of the best funds in the European Equity Income universe. Discover BSD Investing Best active funds leaderboard on European equity income funds.
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LATEST NEWS
Podcast: Quality or Growth, which factor is the winner of interest rate hikes?
How Factors Performed in the 12 Months Following the End of the Last 7 Fed Rate Hike Cycles?
How did factor strategies perform in 2023?
To get the answers, listen to the podcast below (in French) or read our article: “How did factor strategies perform in 2023, and are their valuations still attractive?”.
Click here to read the full article.
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LATEST NEWS
Newsletter: Q4 2023 Macro Realities: from Armed Conflicts to Inflation
Quarterly update for institutional investors
Prior to the outbreak of the Israeli-Palestinian conflict, markets appeared to have already embraced a “higher for longer” scenario. How could this armed conflict impact financial markets? Who are the most vulnerable economies and how can investors adapt their asset allocations to cope with these risks? How could investors benefit from Japan’s loose monetary policy and avoid currency depreciation and the same time? By WisdomTree.
We answer all these questions in this new macro dedicated newsletter.
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Disclaimer
This website and all of its contents (analysis and research) is published by, and remains the copyright
of, BSD Finances or its licensors. The information contained within is for educational and informational
purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell
funds nor should it be viewed as a communication intended to persuade or incite you to buy or sell
funds. Any commentary provided is the opinion of the author and should not be considered a personalised
recommendation. The information contained within should not be a person’s sole basis for making an
investment decision. Please contact your financial professional before making an investment decision.
Should you undertake any such activity based on information contained on this website, you do so
entirely at your own risk and BSD Finances shall have no liability whatsoever for any loss, damage,
costs or expenses incurred or suffered by you as a result.
Care is taken to ensure that the information provided by BSD Finances is correct but it neither
warrants, represents nor guarantees the contents of the information, nor does it accept any
responsibility for errors, inaccuracies, omissions or any inconsistencies herein.
BSD Finances is a limited liability company registered in France with registered number 852 716 547
00017. Our registered office is at 8 rue de Moscou 75008 Paris. BSD Investing is part of BSD Finances.
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