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The silent bullmarket...
Global mutual funds' active weighting of Japanese stocks has not risen in the past six months. Source: TME, Factse
More and more companies are staying private for longer, avoiding IPOs until much later in their growth cycle (if they get there at all).
Source: Markets & Mayhem
The current macro environment across global equity markets presents a sharply divided investment setup for 2024 and the remainder of the decade.
Source: Tavi Costa
60% of S&P 500 stocks are showing a positive correlation with U.S. Bonds. Most since 2001.
Source: Win Smart, SG, Bloomberg
Weighted Average interestrate for sp500 non-financial firms is expected to pick-up in 2024e and 2025e but remains quite low by historical standard.
Source: Michel A.Arouet
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