What's the Best Performer of the Year?

Many of these cross asset moves, what I think we can call hawkish macro moves in the first half of this year have somewhat reversed over the last few months. Energy was the only sector that was up in absolute terms in the MSCI ACWE index this year up over 20%. And many of our energy linked thematic baskets have been up more than 30% this year. UK's FTSE 100 and Japan's Nikkei are relative out performers on the year. Both indices have benefited from weak currencies as export driven markets.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app