Liontrust Views Winter 2023 - Flipbook - Page 15
European (but not
UK) stocks
UK stocks
Asian (but not
Japanese) stocks
Japanese stocks
UK corporate bonds
European corporate
bonds
11.70%
8.90%
7.42%
4.89%
2.81%
2.20%
FTSE All World
Developed Europe
excluding UK Index
FTSE All-Share Index
MSCI Pacific
ex-Japan Index
TOPIX Index
Bloomberg Barclays
Sterling Aggregate
Bond Index
Bloomberg Barclays
European Corporate
Bond Index
Emerging market
stocks
US stocks
Emerging market
bonds
Global high yield
bonds
US corporate bonds
Global government
bonds
1.89%
-0.18%
-0.30%
-0.71%
-3.83%
-4.06%
MSCI Emerging
Market Index
S&P 500
Composite Index
JP Morgan Global
Emerging Market
Bond Index
ICE Bank of
America ML Global
High Yield Bond
Index
Bloomberg Barclays
US Corporate Bond
Index
FTSE G7 Index
To highlight the unpredictability of markets,
the table below details the performance of
global equity and fixed income indices over
the past five years (in sterling terms).
This table demonstrates how volatile markets
can be, and shows the benefits of diversifying
your investment, or in other words, not putting
all your eggs in one basket.
1 Jan 2022 to
31 Dec 2022
1 Jan 2021 to
31 Dec 2021
1 Jan 2020 to
31 Dec 2020
1 Jan 2019 to
31 Dec 2019
1 Jan 2018 to
31 Dec 2018
US stocks
-7.79
29.89
14.74
26.41
1.56
Index percentage growth (%)
European (but not UK) stocks
-7.49
17.57
8.85
20.50
-9.08
UK stocks
0.34
18.32
-9.82
19.17
-9.47
Japanese stocks
-6.69
-0.11
6.95
11.82
-10.35
Asian (but not Japanese) stocks
6.00
5.75
3.36
13.92
-4.61
Emerging market stocks
-9.62
-1.32
15.02
14.31
-8.92
Global government bonds
-7.63
-5.56
6.19
1.76
5.82
Global high yield bonds
-2.30
2.30
4.70
9.34
2.66
US corporate bonds
-5.15
-0.13
6.50
10.11
3.55
European corporate bonds
-8.75
-7.11
8.57
0.29
-0.15
Emerging market bonds
-5.93
-0.60
2.61
10.00
1.32
-23.15
-4.68
8.36
7.82
-0.13
UK corporate bonds
Past performance is not a guide to future performance. Rebased in sterling where appropriate, i.e. all index returns are recalculated
based on exchange rates to give returns for a sterling investor. Source: Morningstar Direct, 31 December 2022.
LIONTRUST VIEWS – WINTER
15