As investors put 2022 in the rearview, January's average ETF inflow was doubled, with non-US equities leading the charge.
Outlook
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The gradual comeback in China could spur economic growth, potentially providing support for the global economy during 2023, as international equities outperformed U.S. equities in January.
Is the bear market over? That's a question I've been asked a number of times in recent weeks, and my answer is the same: let's give it a little time.
Global growth will slow into 2023, with US and European growth not much above zero. Risks are to the downside with sub-trend growth extending into 2024.
Warmer-than-normal temperatures have reduced natural gas demand in the U.S. and Europe, leading to a decline in prices. However, have prices fallen too much in response?
The upcoming Q4 GDP reading will be closely watched to gauge the state of the economy, with implications for the potential timing of a recession.
As the world grapples with the ongoing energy crisis, a majority of Americans surveyed by Global X Research foresee gas prices rising over the next year.
Sustainability has delivered strong returns almost as high as sentiment and value, but with lower volatility, and delivered a higher return than quality over the last three years.
The shift in China's policies has led to increased political uncertainty over the future of President Xi's hold on power, resulting in increased policy volatilities. Despite this, the MSCI China index outperformed the S&P 500 in the first week of 2023, and Chinese equities experienced significant volatility due to social-media-driven headlines.
The Fed Governors now need to determine how much further they need to go with higher interest rates, which have been used to slow the economy and tame inflation.
Our data also shows that companies with better ESG performance are more resilient in high-volatility environments.
