Search Results for: MSCI World

Valuation – MSCI World P/E Global equity valuations appear expensive, even based on EPS including the recovery. Image: Goldman Sachs Global Investment Research

U.S. Tech and Global Markets – Nasdaq Composite vs. MSCI World ex. U.S. This chart shows the dominance of U.S. tech companies in global markets, as the Nasdaq has grown bigger than the rest of the world’s stock market. Image: Goldman Sachs Global Investment Research

G4 Central Bank Balance Sheet as % of GDP and MSCI World Index G4 central bank balance sheet (Fed, ECB, BoJ, BoE) as % of GDP is expanding. Image: Jeroen Blokland

MSCI World Recoveries out of Bear Markets since 1970 The rally since March low is already stronger than previous bounces since 1970. Image: Goldman Sachs Global Investment Research

MSCI World Median Correction and Recovery vs. Current Drawdown This charts shows a “beautiful V” and puts the current drawdown into perspective. Image: Ken Fisher, Fisher Investments

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

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 Emerging markets ex-China benefit from modernization potential, favorable demographics, and attractive valuations for the long term, according to BofA. Image: BofA Global Research

U.S. Dollar Liquidity vs. MSCI World U.S. dollar liquidity should continue to grow this year and support global equity markets. Image: Saxo Bank

Number of Trading Days in a Bear Market (MSCI World Index) Stimulus and extremely low interest rates have moved global equities higher over past decade. Image: Financial Times