FlowBank

1182 days ago

Have you heard of FATGAM ? Tesla joins FAANG

Facebook, Apple, Tesla, Google, Alphabet, Microsoft

#Stocks
Have you heard of FATGAM ?

1182 days ago

Pandemic winners and losers graph by added/lost market cap

Out of 7730 companies surveyed, Apple Amazon and Tesla were the biggest gainers in added market cap. The bottom three losers were ExxonMobil, Wells Fargo and Royal Dutch Shell. Source: FT

#Stocks

1182 days ago

Fine wine gains

Looking for your next move ? Look no further, wine is not just for drinking. Fine wine gained 4.7% this year as measured by the Liv-ex Fine Wine 100 Index. In comparison to the FTSE 100 and S&P 500 indexes, on a £1000 investment, you would have made more money on wine than on British companies. Too bad the Brits don't produce wine ! Source: FT

#Stocks

1182 days ago

Emerging market Asia (ex Japan) is very under-owned by global investors

Goldman Sachs: "the broader macro backdrop remains extremely supportive of EM Asia asset exposures, which most tangibly embed a mix of cyclicality, value, commodities and China, all impulses that should remain in favour through the coming months. We think it makes sense to maintain a set of core pro-cyclical EM exposures, including to stronger EM equities and currencies, and tighter high-yield credit spreads, especially in commodity-exposed parts of the market".

#Stocks
Average Allocation to Emerging Asia (ex-Japan) in global mutual funds

1182 days ago

UK Equities > Gilts

Gilts are UK government bonds. In the long run, FTSE stock have offered much better returns. Now with treasury yields up and thus bond prices down, and inflation on the horizon some say the best mainstream way to diversify is through commodities. Source: FT

#Stocks #Bonds
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