MSCI World Recoveries out of Bear Markets since 1970

MSCI World Recoveries out of Bear Markets since 1970 After the shortest, and one of the sharpest bear markets in history, the MSCI World recovery is comparable to post-Global Financial Crisis. Image: Goldman Sachs Global Investment Research

World Trade Volume Proxy

World Trade Volume Proxy World trade has rebounded faster than after the financial crisis of 2008, and is now pre-Covid-19 levels. Image: Morgan Stanley Research

Performance – S&P 500 vs. MSCI DM World Ex-USA

Performance – S&P 500 vs. MSCI DM World Ex-USA The S&P 500 has significantly outperformed the rest of the world over the past decade. Which will do better post-Covid? Image: Scotiabank GBM Portfolio Strategy

MSCI World Around Bear Markets

MSCI World Around Bear Markets After the shortest, and one of the sharpest bear markets in history, the MSCI World recovery is comparable to post-GFC. Image: Goldman Sachs Global Investment Research

FedEx vs. World Trade

FedEx vs. World Trade (Leading Indicator) Fedex tends to lead world trade by 6 months. Image: Nordea and Macrobond