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Key global trends – equity rally continues
The global equity market recovery continued into June, reflecting a lift in some economic indicators as social distancing restrictions eased and investors remained confident that central banks will keep monetary conditions extremely easy.

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As the longest bull market in history has come to an end, the phrase ‘unprecedented times’ arguably has become a cliché. Whilst admittedly there would be few of us alive to have witnessed an event-driven correction of this magnitude, from an economic standpoint we may be on familiar ground.

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Key global trends – equity rally continues
Global equities pushed higher in May, continuing the rebound of the previous month, reflecting ongoing hopes of a speedy return to economic normalcy as both new COVID-19 cases and social distancing restrictions eased further in most advanced economies.

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The first quarter of 2020 was one of the most turbulent in living memory. After hitting record highs in February, equity markets around the world plunged as panic around COVID-19 took hold. Assets under management (AuM) in global ETFs fell significantly over the quarter,

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The global ETF industry ended the third quarter of 2019 at a record high, with US$5.8T¹ in assets under management – reflecting growth of 20% YTD.
According to BetaShares’ Global ETF Review Q3 2019,

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Key Market Trends – trade tensions return
August saw a return to ‘risk-off’ sentiment in global markets, reflecting a resumption in US-China trade tensions, growing signs that these tensions are impacting on global growth (especially in Asia and Europe) and related fears associated with the renewed inversion of the US yield curve.

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Market cap-weighted share indices can tend to overweight overvalued stocks and underweight undervalued stocks. Investing based on quality, on the other hand, does not consider a stock’s market capitalisation – rather it applies certain quality factors.
This approach aims to produce superior performance to market cap-weighted indices,

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The election of Boris Johnson as the U.K.’s new Prime Minister has heightened Brexit concerns.  As this note will demonstrate, however, these concerns have already been at least partly priced into the U.K.’s FTSE-100 Index – and perhaps unduly so given the global orientation of its most highly-weighted companies. 

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As 2019 reaches its half-way point, we have seen a continued and marked preference by investors for passive strategies at the expense of actively managed strategies, along with an overall preference for investing via the ETF structure. Overall U.S. ETFs received ~US$56B of net inflows versus outflows in traditional managed funds of ~US$8.5B.

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Last month, the Toronto Raptors won their first NBA Championship in franchise history against the Golden State Warriors, who had one of the most dominant offences of the last five years.  It is interesting to analyse how the Raptors pulled it off.  Not only did they lead offensively by scoring more points and making more free throws,

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