by Dejan Pekic
Market Metrics: MSCI AC World Index
Posted by Dejan Pekic
The latest MSCI AC World Index is in, with some startling results. The data tracks five-year cumulative returns across global markets, which is the total growth over five years assuming reinvestments of dividends and capital gains.
While there was overall strong performance across global equities, of note were individual market results. Several international markets outperformed the US, with Greece, Peru and the Czech Republic leading percentage returns. Other strong performers were India, Japan and European stocks.
At the other end of the scale, the New Zealand Stock Exchange failed to deliver a positive total cumulative return over the past five years, alongside Indonesian and Chinese markets. So had you invested in New Zealand, Indonesia or China during that period, you would have gained nothing.
It’s a stark reminder that markets can fail to perform, which is why a diversified portfolio and personalised financial planning are so important.
At Newealth, we help you plan for the future with an investment strategy aligned with your financial goals and comfortable risk level. We’ll also guide you through market ups and downs.
If you are interested in reviewing your current investment strategy, we’re here for a confidential discussion.
General Advice Warning:
The information in this blog is general in nature and does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for you and seek professional advice before making any financial decisions.
Newealth Pty Ltd ABN 61 091 100 275 | AFSL 231297
Related Posts
A recent article on realestate.com.au* featured a young family who had made the major decision to permanently relocate to Italy with their children for a new home and debt-free living. Krysti-Glory Gallo, an interior designer, and Ricardo Parata, an educator, had plans to sell the family home on the Gold Coast and move to the
While the RBA held the cash rate at 4.35% in June, three successive rises earlier in the year – in tandem with major changes to CGT and negative gearing – continue to influence the property market. What you may be seeing are headlines around reducing borrowing power and falling property values. The situation is a little
According to JPMorgan’s ‘Annual equity returns and intra-year declines’ data released on 30 June, the average ASX 200 intra-year drop over the past 32 years was 13.8% (median 11.5%). While that might seem alarming, what is interesting is what happens afterwards. Despite that recurring mid-year drop, the ASX 200 has still finished the calendar year
