Valuation of Global Equities

Valuation of Global Equities When valuation of global equities is this low, returns are typically positive Image: Goldman Sachs Global Investment Research

MSCI ACWI – Global Equities Breadth

MSCI ACWI – Global Equities Breadth This interesting chart suggests that a new bull market is underway in global equities. Image: Topdown Charts

U.S. Equities During Past 11 Recessions

U.S. Equities During Past 11 Recessions The S&P 500 has declined by 15% from its peak. The average decline over the past 11 recessions is 26%. U.S. equity markets price in 15/26 = 57% chance of an average recession. Image: J.P. Morgan

U.S. Election and Equities

U.S. Election and Equities Among advisors, the survey shows that the U.S. election is the biggest risk to equities. BofA US Equity & US Quant Strategy

Global Equities: Value vs. Growth Price to Book Ratio

Global Equities: Value vs. Growth Price to Book Ratio Chart suggesting that value is extremely cheap vs. growth across regions, but the trend is still intact for the time being. Image: Morgan Stanley Research