The weight of North American companies in global equity markets is at an all-time high, representing over 60% of market capitalization in the MSCI ACWI Index.
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Global Investing Trends
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Investing globally can help investors work toward global diversification, tap into new opportunities for growth and harness the potential increased importance of emerging markets. But many investors may be missing out on these opportunities.
In some ways, it’s understandable. U.S. equities have outperformed global equities in three consecutive years — 2018, ‘19 and ‘20 — which has resulted in global investing losing its shine for many U.S. investors.
We provide a broader perspective, looking beyond North America to focus on growth in the economies of Asia and elsewhere. We shine a light on what have been the principal drivers of equity returns and the growing trends behind thematic investing, as well as the potential of emerging markets. You’ll find insights provided in research papers, blogs and a Chart of the Week that succinctly puts topical issues in context.
Global Diversification section starter
Global Diversification section
Global Diversification
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Chart 1: North America
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Blog: Accounting for Revenue Sources Tells a Richer Story
Chart 8 - Global Country Correlation Matrix by Sub-Regions
Chart 9 - Correlations Within and Across Global Markets
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Growth and Opportunities section starter
Growth and Opportunities section
Growth and Opportunities
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Chart 3 - Earnings-Growth Estimates Rose Across the Globe
Chart 4 - Global Research and Development Spending as Percentage of GDP
Chart 5 - Thematic Investing is a Global Phenomenon
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Chart 7 - Emerging-Market Companies Duplicate 3
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Importance of Emerging Markets section starter
