Dow Jones just had its 2nd best day of the year on Friday with a gain of 1.65%
#dow-jones
The recent performance has been very concentrated. 97% of SPX YTD performance comes from 15 stocks.
#spx #concentration
Apple and Microsoft account for 39 of the S&P’s gain so far in 2023 Add in NVIDIA and Meta and it’s 60%
#sp500 #concentration
Happy New Year! We wish you a prosperous and joyous Happy Chinese New Year Wishes 2023.
#syzgroup #forthefuture #happychinesenewyear
S&P 500 performs well amid reassuring inflation figures, while Bitcoin continues to rebound.
Read the full market review here: blog.syzgroup.com/fast-food-…
#syzgroup #forthefuture #inflation #bitcoin #investment
A soft landing of the global economy, with significant downside risks
Read the full focus here:
blog.syzgroup.com/slow-food-…
#syzgroup #forthefuture #globaleconomy #centralbank
Despite its immense potential and outstanding performance over the past 30 years, India remains underrepresented in international portfolios.
Read the full focushere:
blog.syzgroup.com/slow-food-…
#syzgroup #forthefuture #indianequities #markets #investment
2-year bond yields drop sharply on the back of US inflation figures and FTX crumbles, while the dollar cools down.
Read the full feature here: blog.syzgroup.com/slow-food-…
#syzgroup #forthefuture #inflation #ftx #bitcoin
Most portfolios remain invested in the winners of the 2010-2020 period. leaving them exposed to the risk of missing out on new opportunities.
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blog.syzgroup.com/slow-food-…
#syzgroup #forthefuture #investmentthemes #commodities #ukequities
As the Q3 earnings seasons draws to a close, energy remains the only sector with a positive year-to-date performance.
Read the full feature here:
blog.syzgroup.com/slow-food-…
#syzgroup #forthefuture #investment #performance #useconomy
Equity markets historically outperform in the 6 months following 1 November. What are the reasons for this? Can we expect positive seasonality in the current market environment
Read the full focus here:
blog.syzgroup.com/slow-food-…
#syzgroup #forthefuture #equitymarket #performance
Apple is holding up much better than other FAANGs ExxonMobile posts best earnings since the invention of the lightbulb, while Meta leads the pack of poor performing mega-caps.
Read the full feature here:
blog.syzgroup.com/slow-food-…
#usequities #faangs #energystocks
On the occasion of Diwali, we wish you happiness, prosperity and many blessings. May you have a fantastic Diwali with your loved ones.
#syzgroup #forthefuture #celebrations #diwali #festivaloflights
The week in seven charts.
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blog.syzgroup.com/slow-food-…
#syzgroup #forthefuture #japan #usequities #sevencharts #equitymarkets
With the bond market crash, major central banks are facing significant losses with consequences on their capital. To the point of threatening their efficiency and solvency?
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blog.syzgroup.com/slow-food-…
#syzgroup #forthefuture #centralbanks #bankruptcy
The financial advisor of the 21st century takes on the appearance of a cyborg, combining robo-advisors with human financial planners.
Read the full focus here:
syzgroup.com/en/insights/hyb…
#syzgroup #forthefuture #financialplanners #roboadvisor
Uncorrelated strategies make hedge funds this year’s winning play, equities continue to drop and OPEC+ fights falling oil prices.
Read the full feature here:
syzgroup.com/en/insights/wee…
#syzgroup #forthefuture #hedgefunds #oilsprices
Q3 Review: The “everything down” market
Read the full feature here:
syzgroup.com/fr/node/2692
#syzgroup #forthefuture #financialmarkets #inflation #centralbanks




















