MSCI World Value vs. Growth

MSCI World Value vs. Growth Chart showing the record outperformance of Growth vs. Value since the Great Financial Crisis. Image: Goldman Sachs Global Investment Research

MSCI World Growth Index vs. MSCI World Value Index

MSCI World Growth Index vs. MSCI World Value Index Over the past decade, global value stocks have remained in the shadow, while the sun has shone on global growth stocks. Image: Financial Times

MSCI World Index Valuation at Cycle Peaks and Troughs

MSCI World Index Valuation at Cycle Peaks and Troughs On average, the MSCI World Index currently trades at a price-to-earnings ratio that has marked cyclical peaks in the stock market over the past 50 years. Image: Charles Schwab

MSCI World EPS and South Korea Exports

MSCI World EPS and South Korea Exports Chart showing the quite good correlation between MSCI World EPS and South Korea exports, and suggesting this does not bode well for MSCI World EPS. Image: Nordea and Macrobond

Relative Performance of MSCI World Factors

Relative Performance of MSCI World Factors In the last two weeks, the shift to value stocks may indicate that investors expect rates to rise. Image: Financial Times