Market data

Please be aware that past performance is not a reliable indicator of what might happen in the future. When investing in overseas markets, changes in currency exchange rates may affect the value of your investment. Investments in small and emerging markets can be more volatile than those in other overseas markets.

Investment valuations at a glance

Equities Price-earnings ratio 2018E Dividend yield 2017 (%)
US 17.9 1.9
Europe 14.4 3.7
UK 13.7 4.4
Japan 13.6 2.3
Asia Pacific excl. Japan 13.3 3.0
Emerging Market Asia 12.4 2.6
Latin America 13.3 3.4
Central East Europe, Middle East & Africa 9.9 4.2
Bonds Redemption Yield (%)
ML Global High Yield 6.3
German 10-Year Bunds 0.3
ML Global Corporates 2.9
UK 10-Year Gilts 1.6
US 10-Year Treasuries 2.8

Investment performance at a glance

Equities (% as of 7th September) 3m 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018
S&P 500 4.2 23.8 -2.3 16.3 15.1 18.8
FTSE All Share -4.2 8.5 -5.3 15.9 12.6 3.0
FTSE 100 -4.4 8.4 -8.2 17.3 12.4 2.5
FTSE 250 -3.8 8.6 8.6 10.1 12.2 5.4
FTSE Small Cap -2.1 10.8 4.7 11.5 18.9 5.2
Euro STOXX -4.5 21.1 1.0 0.5 15.4 -1.1
Shanghai SE -13.1 8.7 32.5 0.3 8.9 -19.7
Shenzhen -13.2 17.5 6.6 16.0 -3.8 -14.9
MSCI Emerging Markets -9.9 18.0 -27.0 22.3 20.8 -3.6
Nikkei 225 -2.0 14.9 15.9 -2.9 16.2 17.2
MSCI Latin America 0.2 14.5 -46.1 27.3 18.0 -16.9
MSCI UK Bank -10.8 -9.0 16.3 -7.5 20.1 -8.7
TOPIX -5.9 12.7 11.8 0.0 18.4 5.4
MSCI China -19.3 12.9 -18.7 16.1 27.1 -5.0
MSCI India 9.2 36.8 -6.4 14.0 9.5 15.6
China CSI 300 -14.4 3.9 32.7 2.8 14.6 -14.4
Bonds (% as of 7th September) 3m 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018
US 10-Year Treasuries 0.3 7.8 5.2 7.1 -2.0 -5.8
UK 10-Year Gilts 1.2 8.1 8.7 13.7 -0.7 -1.7
German 10-Year Bunds 1.6 13.3 4.0 9.3 -2.4 0.7
JPM Emerging Markets Bond Index -0.7 13.9 -2.7 15.8 4.3 -5.4
ML Global High Yield 0.4 10.2 -4.6 9.7 9.6 0.6
ML Global Corporates 0.0 8.6 -4.0 8.4 3.4 -2.5
Italian 10-Year Government Bonds 1.3 21.3 3.2 8.7 -5.5 -6.8
Commodities (% as of 7th September) 3m 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018
CRB Commodities Index -4.1 -1.8 -31.7 -7.0 0.9 5.8
Crude Oil (Brent) 1.0 -14.9 -53.2 0.2 15.9 40.3
Gold Spot -7.8 -8.8 -11.8 20.2 0.3 -11.4
LME Copper -19.3 -2.0 -26.2 -10.3 48.4 -13.9
GSCI Soft Commodities -9.7 -5.1 -27.1 30.0 -21.5 -10.3
Silver -16.2 -20.7 -25.1 34.6 -10.2 -22.5
OIL (WTI) 6.9 -8.9 -55.6 -23.7 -3.4 44.5

Source: Datastream, 7.9.18. in local currency terms. Valuations: Source Citigroup Global Equity Strategist – Citi Research, MSCI, Worldscope, FactSet Consensus estimates as at 31.8.18. Bond Yields: Source Datastream as at 31.8.18.

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