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Bob Carey
Chief Market Strategist
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  Equities Have Thrived Worldwide Since 3/9/09
Posted Under: Conceptual Investing
Supporting Image for Blog Post

View from the Observation Deck
  1. This snapshot is a reminder to all investors that, while stocks have demonstrated the potential to build wealth over time, stock markets do not go up in a straight line.
  2. From 3/9/09 through 8/20/18, total world equity market capitalization (cap) increased by 208.40%, according to Bloomberg. 
  3. Over that same period, total U.S. equity market cap rose an even more impressive 289.00%.
  4. As of 8/20/18, the U.S. accounted for the largest share of total world equity market cap at 40.05%, according to Bloomberg. That was up dramatically from a 31.75% share on 3/9/09. 
  5. Despite the outperformance by U.S. equities from 3/9/09 through 8/20/18, retail investors in the U.S. liquidated a net $1.19 trillion from domestic equity open-end mutual funds from 2009 through the first half of 2018, according to data from the Investment Company Institute. Over the same period, retail investors funneled a net $526.28 billion into world equity open-end mutual funds.
  6. In our opinion, this indicates that institutional buying and corporate stock buybacks have largely driven stock prices higher in the U.S. in the current bull market.  
This chart is for illustrative purposes only and not indicative of any actual investment. 

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Posted on Tuesday, August 21, 2018 @ 2:31 PM • Post Link Print this post Printer Friendly

These posts were prepared by First Trust Advisors L.P., and reflect the current opinion of the authors. They are based upon sources and data believed to be accurate and reliable. Opinions and forward looking statements expressed are subject to change without notice. This information does not constitute a solicitation or an offer to buy or sell any security.
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