Weekly Flows from Global Investors into European Equity Funds
Weekly Flows from Global Investors into European Equity Funds Flows into European equity funds are strong this year. Image: Goldman Sachs Global Investment Research
Weekly Flows from Global Investors into European Equity Funds Flows into European equity funds are strong this year. Image: Goldman Sachs Global Investment Research
European Equity Market Sentiment Index The chart shows that the European equity market sentiment has deteriorated. Image: Nomura
U.S., European, and Developed Ex-U.S. Equity Returns Will U.S. equities continue to outperform global equities ex-U.S.? Image: BofA Research Investment Committee
Equity Share of Household Financial Assets Cultural attitudes towards savings, structural differences in pension systems, and a preference for liquidity contribute to lower stock ownership rates among European households compared to their U.S. counterparts. Image: Goldman Sachs Global Investment Research
Europe – Equity Performance During Recent Conflicts If there is no recession, european stocks tend to do well after the start of armed conflicts. Image: Charles Schwab
Stocks – STOXX Europe 600 and Equity Strategy STOXX 600 Base Case Should investors underweight European equities in 2022? Image: BofA Global Research
https://www.isabelnet.com/wp-content/uploads/2019/03/stock-market-equity-risk-premium.mp4 This fabulous model shows if the US stock market return for the next 10 years is more or less attractive than the 10-Year Treasury Note The US stock market equity risk premium is the US stock market excess return for the next 10 years over the US 10-year Treasury Note. This is the premium…
Europe Flows Will outflows from European equity funds persist? Investors remain very cautious at this time. Image: BofA Global Investment Strategy
Seasonality – Historical Average Performance of Europe Stoxx 600 Index So far, the Europe Stoxx 600 Index has not moved in line with its seasonal pattern. Image: BofA European Equity Quant Strategy