Macro Strategy Insights

Toto, We’re Not In Kansas Anymore

While we spend so much time on domestic policies and domestic markets, it seemed like a good weekend to highlight the opportunities and risks across the globe. Just like Dorothy realized she wasn’t in Kansas anymore, we need to make sure we pay attention to the rest of the world, despite how easy it is to get sucked into a very domestic mindset. While the S&P 500 was up 18% this year, a variety of other markets outperformed: The Euro Stoxx 50 and FTSE 100 had similar returns to the S&P 500 in their own currencies, but were up over ... Toto, We’re Not In Kansas Anymore

To access this report, please login.
If you don’t have an account, please reach out to your relationship manager or contact us at content@academysecurities.com