Global Market Implied Equity Risk Premiums

Global Market Implied Equity Risk Premiums Equity risk premiums are still elevated. An improvement in growth expectations and falling uncertainty should compress ERPs. Image: Goldman Sachs Global Investment Research

Global Markets – MSCI All-World Index

Global Markets – MSCI All-World Index Global markets hit all-time high, as coronavirus vaccine test results bring great news. Image: Financial Times

The SARS Analog – Virus Outbreaks and Global Markets

The SARS Analog – Virus Outbreaks and Global Markets The chart shows the SARS analog (2002 vs. 2020), highlighting the S&P 500 Index, the MSCI China Index, emerging markets vs. U.S. EPS and the CRB Raw Industrials Index. Image: Fidelity Investments

Global Equity Market Sentiment

Global Equity Market Sentiment Global investors are still optimistic, as global stock market sentiment remains above its one-year rolling average. Image: Nomura

FMS Investors – Global Emerging Markets

FMS Investors – Global Emerging Markets FMS investors expect to overweight global emerging markets over the next 12 months. Image: BofA Global Fund Manager Survey