Investment Talk
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Markets commentator discussing UK and European equity performance in context, with focus on trends, earnings and valuation narratives.
Social•May 7, 2026
U.S. Top 100 Companies Outvalue Europe's Entire Top 100
These are the Top 100 largest European companies by market cap (in USD). Collectively this amounts to $11.8 trillion. The Top 3 largest US companies have a shared $14.08 trillion market cap. The Top 100 US companies have amounts to $51.32 trillion.
By Investment Talk
Social•Feb 25, 2026
Cathie Wood's 40% CAGR Promise Turns Negative
In December 2021, Cathie Wood remarked that her flagship fund, with its best-in-class research, could deliver a 40% CAGR over the next five years. As we surpass the 4Y mark, they are hitting a negative 6.5% CAGR.
By Investment Talk