Keyword: global equity

BofA’s Fund Manager Survey Global Equity Allocation FMS investors allocation to global equities is still below 50% level, consistent with prior market tops. Image: BofA Global Fund Manager Survey

Global Equity Market Sentiment Chart suggesting that global investors have become euphoric again. Image: Nomura

Annualized EPS Growth Across Major Global Equity Markets Goldman Sachs expects that EPS will modestly accelerate to 6% in the U.S. next year. Image: Goldman Sachs Global Investment Research

Global Equity Flows A lot of investors are chasing returns, driving stocks higher. Image: Deutsche Bank Asset Allocation

Global Equity – Global Bond Fund Flows In the past two weeks, investors have shifted from bonds to equities. Image: BofA Merrill Lynch Global Investment Strategy

Global Equity vs. Bonds and U.S. Unemployment Rate and Recessions The chart shows that the U.S. business cycle drives global asset allocation and suggests a possible U.S. recession in 2020. Image: Pictet Asset Management

Global Equity Fund Flows This great chart from Deutsche Bank shows that equity outflows over the last 6 months are now the largest on record. In 2011 and 2016, it was similar and equities rose significantly. Image: Deutsche Bank

Global Equity – Bond Flows According to Bernstein, the S&P 500 not far from its all-time high, could set a new record. Image: Berstein Research

S&P 500 Equity Risk Premium and Global DM Composite PMI Nice chart showing that the equity risk premium of the S&P 500 is currently elevated. Image: JDI research

U.S. Equity Volatility and Global Economic Policy Uncertainty The chart shows that U.S. equity volatility does not mirror global economic policy uncertainty since 2009, perhaps due to strong central bank support. Image: Pictet Wealth Management