Global Perspective: Can any market keep up with US equities?

Loading player...
It seems like no market can keep up with the juggernaut that is US equities. Over the last 15-years, US equities have compounded at almost 10% per year. Meanwhile, international and even emerging market returns pale in comparison – appreciating just 5.4% and 7% per annum (in USD), respectively. US stocks now make up 60% of the MSCI All Country World Index.
Can this trend continue over the next 15 years?
During this 15-min discussion, Mohini Naidoo and Steven Romick discuss:
Where valuations of US and International markets stand today
How Steven and his team have attempted to take advantage of the current valuation environment
Examples of compelling international investments and how they compare to their US counterparts.
3 Dec 2021 English South Africa Investing · Business News

Other recent episodes

Market and economic wrap: The inflation tug-of-war: strong growth meets higher rates.

Strong economic growth continues to support global markets, but rising oil prices, persistent inflationary pressures and geopolitical tensions are complicating the outlook for investors. In this week’s episode, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, explores the delicate balancing act facing markets as resilient economic data clashes with growing…
8 Sep 7 min

Quarterly Insights: Is the investment playbook changing?

For decades, investors could rely on a familiar set of assumptions about markets, interest rates, globalisation and economic growth. Today, many of those assumptions are being challenged. In this episode of Quarterly Insights, Nic Andrew, Managing Executive at Nedgroup Investments, joins Rob Johnson, Head of Investments, to unpack the key…
14 Aug 33 min