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