Global Markets Update: Monday, February 7, 2011

After redesigning our world outlook last week, we noticed the following trends across global markets:

  • Real Estate investments have soared over the last year, up over 40%.  Also, broad stock markets are up over 20%.  The only major asset class lagging is where most investors have placed assets over the last two years - Fixed Income.
  • Of the G-7 Countries, energy-rich Canada is leading, up 32% over the last year.  For countries we track, Argentina and Sri Lanka are up the most with returns over 70% in the last year.
  • Mid-caps and small-caps are neck and neck, with large-caps lagging.  However, large-caps are beginning to show signs of life.  The Basic Materials sector continued its strong performance, along with Energy, Industrials, and Consumer Discretion.

To view today's complete new and improved World Wrap, click here.

Keith Hays

Please see important disclosures at the bottom of this page.