Global Equity Flows vs. Global Equities vs. Bonds

Global Equity Flows vs. Global Equities vs. Bonds Over the past 12 months, global equities suffer record outflows since the Global Financial Crisis. Image: BofA Global Investment Strategy

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

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

Global Equities Flows and ISM

Global Equities Flows and ISM Chart showing the correlation between global equities flows and ISM. Image: Goldman Sachs Global Investment Research

U.S. Equities and Global Equities ex-U.S.

U.S. Equities and Global Equities ex-U.S. This chart suggests that higher yields could cause great rotation from bonds to stocks, US equities to non-US equities, growth to value, large caps to small caps, tech stocks to bank stocks, credit to commodities,… Image: BofA Global Investment Strategy

Yield Curve vs. Global Equities

Yield Curve vs. Global Equities Global yield curves suggest optimism for risk assets in 2020. Image: Topdown Charts