Investment Metrics: Global Public Equities Highlight Rebound For Global Economy

The latest factor report from Investment Metrics, a Confluence company, found that many economies, especially emerging markets, experienced a rebound in the equity markets in the first half of 2023 with the ACWI up 6.8% YTD at the end of June. This brought up the quarterly average for all regions except the UK, which has been lagging this year.

The report saw Canadian and US investors favour volatility and Emerging Markets continue to favour Value stocks. Furthermore, it found that strong worldwide labour markets, hope of fleeting inflation, and a peak in interest rates was a strong drive of this positive performance.

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