Cumulative Global Equity Fund Flows Across Regions The stalling of global equities flows in recent weeks is a reflection of the current economic and geopolitical landscape. Image: Goldman Sachs Global Investment Research
Valuation – 12-Month Forward P/E Ranges (MSCI Regions) The current valuations of the U.S. stock market are significantly higher than the historical average. Image: Goldman Sachs Global Investment Research
Performance – S&P 500 vs. S&P Regional Banks Index Are U.S. regional banks currently a buying opportunity after the recent turmoil? Image: Morgan Stanley Research
Cumulative Inflows to Equities by Region Will outflows from european equities persist? Image: BofA Global Investment Strategy
Cumulative Flows into Equity by Regions Flows into U.S. equities remain strong. Image: Goldman Sachs Global Investment Research
60/40 Equity/Bond Portfolio Performance Across Regions Will the 60/40 portfolio make a comeback eventually? Image: Goldman Sachs Global Investment Research
ISM Manufacturing Index and Regional Manufacturing Surveys Regional manufacturing surveys do not bode well for the ISM Manufacturing Index. Image: True Insights
Global Basic Food Trade Dependence by Region Africa is highly dependent on imports of basic food. Image: BofA Global Research
Within Global Equities, Express Your View Across Different Regions Advisors remain bullish on U.S. equities. Image: BofA US Equity & Quant Strategy
China – Total CO2 Emissions by Region China’s CO2 emissions continue to rise. Will China be carbon neutral by 2060? Image: Gavekal, Macrobond