Earnings Sentiment – S&P 500, STOXX 600, Topix, MSCI EM, MSCI World
Earnings Sentiment – S&P 500, STOXX 600, Topix, MSCI EM, MSCI World Earnings sentiment remains positive. Image: Goldman Sachs Global Investment Research
Earnings Sentiment – S&P 500, STOXX 600, Topix, MSCI EM, MSCI World Earnings sentiment remains positive. Image: Goldman Sachs Global Investment Research
Performance – S&P 500 vs. MSCI World vs. MSCI World Ex-US Can the S&P 500 continue to outperform global equity markets over the next 10 years? Image: Financial Times
MSCI World and World Technology 12-Month Forward Earnings Yield Minus U.S. 10-Year Bond Yield Over the last 4 years, the MSCI World tended to decline when the yield gap was close to 2%. Image: Societe Generale Cross Asset Research
Valuation – Cyclical Adjusted P/E Ratio – MSCI U.S. vs. MSCI World Ex-U.S. Are global equities ex-U.S. a bargain? Image: Gavekal, Macrobond
Performance – MSCI World Ex-U.S. and MSCI U.S. With the dollar weakening, will international stocks (ex-U.S.) continue to outperform U.S. equities this year? Image: The Daily Shot
MSCI World Recoveries out of Bear Markets since 1970 After the shortest, and one of the sharpest bear markets in history, the MSCI World recovery is comparable to post-Global Financial Crisis. Image: Goldman Sachs Global Investment Research
MSCI World Around Bear Markets After the shortest, and one of the sharpest bear markets in history, the MSCI World recovery is comparable to post-GFC. Image: Goldman Sachs Global Investment Research
MSCI World Index Around Bear Markets Since 1970 After the shortest, and one of the sharpest bear markets in history, the MSCI World is up 12% for the year. Image: Financial Times
MSCI World Index with China Exposure vs. MSCI World Index Investors have noticed that China emerged from recession months ago. Image: Morgan Stanley Research
MSCI World Value vs. Growth Around Bear Markets The underperformance of value vs. growth during the bear market and the recovery has been unprecedented. Image: Goldman Sachs Global Investment Research