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
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European Equity Market Sentiment Index
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
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
Europe Equity Fund Flows
Europe Equity Fund Flows European equity funds have experienced a surge in inflows, reaching a two-year high and indicating a notable shift in market sentiment. Image: Deutsche Bank Asset Allocation
Equity Share of Household Financial Assets
Equity Share of Household Financial Assets Compared to U.S. households, Europeans exhibit lower stock ownership rates, which can be explained by cultural savings attitudes, structural differences in pension systems, and a stronger preference for liquid investments. Image: Goldman Sachs Global Investment Research
Europe – Equity Performance During Recent Conflicts
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
Stocks – STOXX Europe 600 and Equity Strategy STOXX 600 Base Case Should investors underweight European equities in 2022? Image: BofA Global Research
Stock Market Equity Risk Premium
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…
Seasonality – Historical Average Performance of Europe Stoxx 600 Index
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
Performance – S&P 500 Return vs. MSCI Europe Return
Performance – S&P 500 Index vs. MSCI ACWI ex-US Despite rebounding after the tariff pause, the S&P 500 has not regained global equity leadership; European and Asian stocks have outperformed in 2025 due to better valuations and more stable policies. Image: Bloomberg
Foreign Ownership of U.S. Equities by Region
Foreign Ownership of U.S. Equities by Region European investors, major holders of U.S. stocks, could impact valuations if trade tensions rise, potentially shifting focus to European markets benefiting from fiscal stimulus and increased defense spending. Image: Goldman Sachs Global Investment Research