Global Investing

Revisiting March lows

March 9, 2010

No, not in the way you think. Tuesday marked the one-year anniversary of world stocks hitting what appears to be their post-financial crisis low. The index was the MSCI all-country world index. The low was hit on March 9, 2009.

RIP 2008-2009

January 4, 2010

It was down, down, down in 2008 and up, up , up in 2009. So what will 2010 bring?

Not quite 99 emerging market beers on the wall

August 14, 2009

Should emerging market investors set aside their spreadsheets and crack open a cold one?

Fool me three times, shame on me

April 2, 2009

World stocks are up 22 percent since March 9 and a sell-off earlier this week was unable to break the trend.

Bear market rally/Bull market beginning?

March 31, 2009

Another month and another Reuters asset allocation poll. This time saw investors in United States, Europe and Japan lifting their equity holdings and cutting back slightly on bonds.  Fits with what has been happening on global financial markets, where MSCI’s main world stock index is heading for its best month in at least six years.

Zeitgeist check

February 27, 2009

Some more bits and bobs to capture the current mood among investors.

–  So far, 2009 is worse than 2008 for stock investors. MSCI‘s main world index is down around 17 percent in January and February.  A year ago, it had lost around 8 percent.

Dead cat bounce?

January 19, 2009

New year can get in the way of understanding what is happening on financial markets. Just because humans measure the year in 12 month tranches, it does not necessarily follow that markets do. Consider world stocks, for example. MSCI’s all-country world stock index is often cited as having fallen 43.5 percent in 2008. In fact, long-term investors’ losses were a lot worse. From an all-time high on November 1, 2007, to a low on November 28, 2008, the index fell 56.2 percent.

Some shock, horror numbers from global stocks

October 20, 2008

Some mind-boggling numbers from the MSCI all-country world stock index, which is one of the broadest measures of how equity markets are doing and is a benchmark for many institutional investors. The index has some 2,500 companies in it from 48 developed and emerging economies.