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 S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities and serves as the foundation for a wide range of investment products. The index includes 500 leading companies and captures approximately 80% coverage of available market capitalization.

S&P 500 INDEX (SPX 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