FlowBank

1092 days ago

Green stocks do not perform well, comparatively

Green stocks, which are measured using the iShares Global Clean Energy, have underperformed the market in general (represented by the iShares Core MSCI World) by 37ppts since their peak in January.

#Stocks
Green bonds do not perform well, comparatively

1092 days ago

Credit Suisse faces legal action related to Greensill

Geneva law firm Chabrier Avocats are investigating possible claims by current and former investors in the Greensill funds against Credit Suisse and other affiliated groups. UBS is also under the radar in Swiss courts regarding aggrieved investors who had invested in bonds issued by insolvent jewelry retailer Folli Follie. 

#Stocks

1093 days ago

The PHLX Semiconductor Index is up 17% this year

Equipment makers such as Applied Materials, Lam Research, KLA, and ASML Holding are beating out the index and other tech subsectors by a wide margin. 

#Stocks

1093 days ago

General Dynamics continues to increase dividend payments as stock rises

Looking at the General Dynamics dividend payment trend over the years looks like a hockey stick--it keeps going up. The dividend works out to approximately 0.64% or a quarterly dividend of $1.19. GD is an American aerospace and defense corporation.

#Stocks

1093 days ago

The weight of equities in US household total assets has risen to record-highs - might not be a negative, quite the opposite.

Obviously, this has something to do with equity markets reaching fresh all-time highs. But it also means US households are profiting from the climb. Together with strong real estate markets and historically low debt service ratios, this puts them in a strong financial position; especially if the labor market continues to improve significantly from here - i.e this high allocation to equities should NOT be taken as a negative sign as this creates a positive a positive feedback loop for the US economy (remember, almost 80% of GDP comes from the consumer) 

#Stocks
Equity allocation as a % of US Households total assets
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