House of Market Insights, Market Radar

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House of Market Insights

Quick market updates and lot of ideas for your investments from a multi-asset portfolio manager working for a family office.

Quick Market Updates

Macroeconomics

<ul><li>A tough start, the new year has not started very well, especially for some asset classes.</li><li>In the first days of the year, the 10-Year Treasury Yield rose sharply, going from 1.5% to 1.75%, a very large move (25 bps).</li><li>It is clear that the sector rotation is back, and that value stocks are now overperforming growth stocks again (as already happened in the first half of 2021).</li></ul>

A tough start, the new year has not started very well, especially for some asset classes.In the first days of the year, the 10-Year Treasury Yield rose sharply, going from 1.5% to 1.75%, a very large move (25 bps).It is clear that the sector rotation is back, and that value stocks are now overperforming growth stocks again (as already happened in the first half of 2021).

United States

The NASDAQ-100 Index is a modified capitalization-weighted index of the 100 largest and most active non-financial domestic and international issues listed on the NASDAQ. No security can have more than a 24% weighting. The index was developed with a base value of 125 as of February 1, 1985. Prior to December 21,1998 the Nasdaq 100 was a cap-weighted index.

Nasdaq-100 Stock Index (NDX INDEX)

Value Rotation Is Here Again

A tough start, the new year has not started very well, especially for some asset classes.In the first days of the year, the 10-Year Treasury Yield...

Market Radar