Valuation – MSCI World 12-Month Forward P/E

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

MSCI ACWI – Global Equities Breadth

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

OECD Unemployment Rate and MSCI World

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

Price Relative of MSCI World vs. Emerging Markets ex-China

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