1️⃣ Country/region: US, UK, Japan, Eur ex UK, EM Asia, EM Latam, EM EMEA
2️⃣ Sectors: Comm servs, Cons disc, Cons staples, Energy, Fins, Health, Industrials, IT, Materials, Real estate, Utilities
Chart shows top-20
🏅 Bonus if can guess US/non-US split in top 20
1️⃣ Country/region: US, UK, Japan, Eur ex UK, EM Asia, EM Latam, EM EMEA
2️⃣ Sectors: Comm servs, Cons disc, Cons staples, Energy, Fins, Health, Industrials, IT, Materials, Real estate, Utilities
Chart shows top-20
🏅 Bonus if can guess US/non-US split in top 20
This is the number of what in the USA? It’s fallen a third since 2023
Clue: President Trump cares about it
This is the number of what in the USA? It’s fallen a third since 2023
Clue: President Trump cares about it
Clue: the 2020 dip might help. Or it could send you off in a totally random direction 😁
Clue: the 2020 dip might help. Or it could send you off in a totally random direction 😁
✍ Intentionally wrong answers with a good explanation for why it fits the chart beat the right answer any day
✍ Intentionally wrong answers with a good explanation for why it fits the chart beat the right answer any day
Clue: it's not something niche that would be unfair to ask. And yes I know that start point matters and this is a particularly unkind start point for the S&P 500
Wrong answers encouraged!
Clue: it's not something niche that would be unfair to ask. And yes I know that start point matters and this is a particularly unkind start point for the S&P 500
Wrong answers encouraged!
The scaling is relative to something sensible
Data to March 2025
The scaling is relative to something sensible
Data to March 2025
No Christmas frivolities here, just serious investment bantz
Series rebased to 100 on 30 Nov 2004
No Christmas frivolities here, just serious investment bantz
Series rebased to 100 on 30 Nov 2004
One has outperformed the other by nearly 20% since mid-2024
One has outperformed the other by nearly 20% since mid-2024
Wrong answers encouraged!
Thanks to @alexselbyb.bsky.social at The Economist for the chart
You should follow Alex for cool charts - no cheating by looking at his posts for the answer tho!
Wrong answers encouraged!
Thanks to @alexselbyb.bsky.social at The Economist for the chart
You should follow Alex for cool charts - no cheating by looking at his posts for the answer tho!
As always, wrong answers encouraged!
As always, wrong answers encouraged!
I don’t think it’s Greggs penetration. But their sausage rolls are pretty good
I don’t think it’s Greggs penetration. But their sausage rolls are pretty good
Narrative that Mag-7 are sole driver of stock market returns is past its use-by date
Still a huge part of the index, but perf coming from wider range of sources
More in this month’s Schroders Equity Lens - out soon!
Narrative that Mag-7 are sole driver of stock market returns is past its use-by date
Still a huge part of the index, but perf coming from wider range of sources
More in this month’s Schroders Equity Lens - out soon!
This means they have been buying US stocks at a faster rate than other categories of owner
Elon PA?
This means they have been buying US stocks at a faster rate than other categories of owner
Elon PA?
The green bar shows how many (excuse the grammar in the pic) were successful. That hasn’t changed much over time
The green bar shows how many (excuse the grammar in the pic) were successful. That hasn’t changed much over time
Many others had one of their driest Marches ever. London shown for comparison purposes 🌞
* This is a tariff-free zone today. Although reciprocating kindness encouraged *
Many others had one of their driest Marches ever. London shown for comparison purposes 🌞
* This is a tariff-free zone today. Although reciprocating kindness encouraged *
Each phrase sounds like a British football team. Name them
Feel free to confirm each others guesses to save waiting for me to respond
Source: a mate via WhatsApp 🤣 probably a pub quiz originally?
Each phrase sounds like a British football team. Name them
Feel free to confirm each others guesses to save waiting for me to respond
Source: a mate via WhatsApp 🤣 probably a pub quiz originally?
Clues: It's a good thing. And the lines are variants of each other
Clues: It's a good thing. And the lines are variants of each other
It’s also one of the few that have increased it in recent years - the UK being the biggest recent hiker
I’ve also highlighted the US as Trump has said he wants to cut theirs to 15%. Not long ago the US had the highest rate
It’s also one of the few that have increased it in recent years - the UK being the biggest recent hiker
I’ve also highlighted the US as Trump has said he wants to cut theirs to 15%. Not long ago the US had the highest rate
Clue: it gets people worked up. It’s also important for listed companies
(It’s not the level of the stock market, number of listed companies, gdp or productivity growth - before you guess any of those)
Clue: it gets people worked up. It’s also important for listed companies
(It’s not the level of the stock market, number of listed companies, gdp or productivity growth - before you guess any of those)