Valuation – Real Assets vs. Financial Assets

Valuation – Real Assets vs. Financial Assets Chart suggesting that real assets are at all-time lows relative to financial assets. Image: BofA Merrill Lynch Global Investment Strategy

2019 Assets Performance

2019 Assets Performance 92% of more than 300 assets across equities, commodities, FX and credit are up this year, compared to less than 20% in 2018. Image: BofA Merrill Lynch

Valuation and Global Asset Price Cycle

Valuation and Global Asset Price Cycle Interesting chart showing the current average overvaluation estimates across equities, bonds and house prices in major advanced economies. Image: Oxford Economics

Asset Class Quilt of Total Returns

Asset Class Quilt of Total Returns This table shows that betting on last year’s winner rarely works out. Image: BofA Merrill Lynch Global Research

Risky Assets Performance and Global Manufacturing PMI

Risky Assets Performance and Global Manufacturing PMI Interesting chart suggesting that risky assets are currently following the typical path when global growth is bottoming. Image: J.P. Morgan Asset Management

Rotation from Safe to Risky Assets

Rotation from Safe to Risky Assets The market is rotating. The chart clearly shows the big rotation taking place from “safe” to “risky” assets since mid-August 2019. Image: Goldman Sachs Global Investment Research

North America Private Equity Assets

North America Private Equity Assets Private equity keeps on growing and now represents an important part of the economy. Image: Financial Times