Search Results for: MSCI World

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

MSCI World vs. Global Composite PMI Global stock markets are very optimistic, as soft and hard indicators suggest that the global slowdown may have bottomed out. Image: Morgan Stanley Research

Performance: MSCI World Banks Index Relative to MSCI World Index Chart showing the terrible performance of banks all around the world since the Great Financial Crisis. Image: Gavekal, Macrobond

U.S. Dollar and S&P 500 vs. MSCI World ex-U.S. BofAML suggests that the outlook for the U.S. dollar remains bullish into 2020, but if the S&P 500 is to top out relative to the rest of the world, then the U.S. dollar would likely weaken. Image: BofA Merrill Lynch Global Research

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

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