Chart of the week - 28 April 2025
In this week's Chart of the Week Slawomir Soroczynski summarises the market performance across various asset classes in the first 100 days since President Trump's inauguration, highlighting the initial market euphoria's reversal and the subsequent investor shift towards safer assets amid policy uncertainty.
US sector exposure to foreign revenue - Simon Price
This week's chart from Simon details the revenue of key US equity sectors (excluding domestic focused sectors), showing the split between domestic and international sources.
Bond appetite! Interest rate cuts on the menu - Charles Thomson
This week's Chart of the Week Charles illustrates central bank short-term interest rate trends, discussing how geopolitical developments and the current economic outlook may necessitate further monetary policy easing (rate cuts) and its potential implications for bond markets.
Lag-nificent 7 -Gabby Byron
In this week's Chart of the Week, Gabby Byron discusses how the recent underperformance of the Magnificent 7 underscores the risks of excessive exposure to a small group of stocks, reinforcing the case for diversification.
Don't forget cash -Richard Stutley, CFA
In this week's Chart of the Week, Richard highlights the importance of cash as a diversifier, emphasising its potential to generate reasonable returns at this point in the cycle.
