Global Markets Update: Monday, April 18, 2011

Over the last week, we've noticed the following trends across global markets:

If you are not invested in multiple asset classes, the chart below shows you why you should be.  Commodities and real estate are both up over 20% in the last year, while fixed income is up 5.5% and stocks are up around 11%.

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Germany continues to impress us this year, along with other developed European countries.  However, Germany's returns are one of the few that we would trust longer term.  Thailand, a favorite of the Hays International ETF Portfolio, has crept up to #2 in 1-year returns of the countries we track.

Looking at the US Style Boxes, Mid and Small Caps continue to widen their lead over Large Caps, but like racing at Talladega, Growth, Value and Core are neck and neck.  You can see this action in the chart below.

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Click here to view today's World Wrap.

Keith Hays & Justin Wood

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