World Government Bond GDP-Weighted Return Index
World Government Bond GDP-Weighted Return Index Global government bond markets are on course for the worst year since 1865. Image: BofA Global Investment Strategy
World Government Bond GDP-Weighted Return Index Global government bond markets are on course for the worst year since 1865. Image: BofA Global Investment Strategy
Valuation – 12-Month Forward P/E, MSCI AC World Could valuation decline further? Image: Goldman Sachs Global Investment Research
World Real GDP Growth Deutsche Bank recently lowered its global growth expectations. Image: Deutsche Bank
Performance of U.S. vs. Rest of World Equities Should investors expect U.S. equities to continue to outperform the rest of the world? Image: J.P. Morgan
Equity – Foreign Holdings of U.S. Equities (% of World ex-U.S. GDP) Will the increase in foreign holdings of U.S. equities continue? Image: Goldman Sachs Global Investment Research
Stocks – World Value vs. Growth Growth has outperformed Value since the GFC. Does the secular trend still favor Growth? Image: Goldman Sachs Global Investment Research
Global PMI and MSCI AC World YoY Total Return Performance Should investors expect a sharp slowdown in global activity? Image: Goldman Sachs Global Investment Research
Cumulative Performance of MSCI World Around Hiking Cycles Historically, global equity markets have performed well during hiking cycles. Image: J.P. Morgan
Valuation – PE10 Ratio USA vs. Rest of the World Global ex-U.S. stocks remain cheap relative to the USA. Image: Topdown Charts
Relative Equity Market Performance – USA vs. Rest of the World How long will U.S. equities continue outperform the rest of the world? Image: Topdown Charts