Search Results for: MSCI

Valuation – MSCI World 12-Month Forward PE The stock’s valuation has fallen considerably in recent weeks, but is not at crisis levels. Image: Goldman Sachs Global Investment Research

U.S. High-Yield vs. Investment-Grade and MSCI ACWI ex-US (Leading Indicator) This chart suggests that the ratio of high-yield to investment-grade bond performance is a leading indicator for stocks. Image: BofA Global Investment Strategy

MSCI ACWI – Global Equities Breadth This interesting chart suggests that a new bull market is underway in global equities. Image: Topdown Charts

Secular Bull Market In Equities: MSCI Country Indices and Number of Years with Negative Real Total Return 60% of MSCI country indices have posted negative real return over the past 10 years. Image: Pictet Asset Management

MSCI All-Country Index and Percentage Drops on Virus Concerns Yesterday, global stocks had one of the worst days in the last 10 years. Image: Bloomberg

OECD Unemployment Rate and MSCI World As the chart suggests, very low unemployment isn’t usually great for stocks returns. Image: Morgan Stanley Research

Valuation – S&P 500 vs. MSCI EAFE and MSCI Emergind Markets This chart highlights the valuation gap between U.S. and international equities. Image: LPL Financial LLC

Trailing 12 Month EPS Growth: S&P 500 vs. MSCI AC World ex U.S. Chart suggesting that the “fundamental” advantage of U.S. stocks is diminishing. Image: Morgan Stanley Research

Price Relative of MSCI World vs. Emerging Markets ex-China Emerging markets ex-China benefit from modernization potential, favorable demographics, and attractive valuations for the long term, according to BofA. Image: BofA Global Research

MSCI Sector Total Returns in 2019 Chart showing how global sectors performed last year. Image: Fidelity Investments