A note on global equity fund investment
A note on global equity fund investment (information from perplexity.ai ) My question 1 : " For a long-term investment (more than 8 years) on mutual funds, in general, which investment option is the most appropriate now: (1) global equity fund, (2) Pan-European equity fund, and (3) North American equity fund?" The reply : " Global equity funds offer the most appropriate option for long-term investments over 8 years among the three choices. They provide superior diversification across regions and sectors, reducing risks from U.S.-centric or Europe-specific downturns. Historical data shows they balance strong returns with lower volatility compared to more concentrated regional funds. Historical Performance Over the past 10 years to early 2026, the MSCI World (global benchmark) delivered about 10.6% annualized returns, while S&P 500 (North America proxy) achieved higher cumulative growth around 13-14% annualized (from 234% total return), but Europe lagged with lower...