Search Results for: MSCI

Valuation – 12-Month Forward P/E, MSCI AC World Could valuation decline further? Image: Goldman Sachs Global Investment Research

MSCI EMU 12-Month Forward EPS Earnings estimates are revised significantly downward during recessions. Image: Gavekal, Macrobond

U.S. Dollar vs. MSCI EM Performance Should equity investors consider overweighting EM stocks in their portfolio? Image: Goldman Sachs Global Investment Research

MSCI Cyclicals/Defensives Ratio Is it too early for investors to favor cyclicals over defensives? Image: The Daily Shot

Cumulative Global Equities Flows vs. MSCI ACWI Index Global equities just saw massive outflows of $17.5 billion. Image: BofA Global Investment Strategy

Stocks – Nasdaq vs. Russell, MSCI USA Growth vs. Value and U.S. 10-Year Real Rate Will growth stocks continue to outperform value stocks despite rising real rates? Image: Goldman Sachs Global Investment Research

MSCI U.S. EPS Consensus Growth Estimates U.S. EPS consensus growth estimates remain 8.3% for 2022. Image: BofA Global Investment Strategy

MSCI EM Market Weights Despite the recent sell-off, China remains the largest market in MSCI EM. Image: Goldman Sachs Global Investment Research

Valuations – MSCI China Forward PE Ratio and MSCI EM The valuation of the China equity market looks attractive again. Image: Topdown Charts

Global PMI and MSCI AC World YoY Total Return Performance Should investors expect a sharp slowdown in global activity? Image: Goldman Sachs Global Investment Research