World Equities and U.S. 10-Year Treasury Yield

World Equities and U.S. 10-Year Treasury Yield Chart suggesting that the round trip in U.S. Treasury yields explains the round trip in stock market valuation. Image: Financial Times

Seasonality Trends in MSCI AC World Index (Global Equities)

Seasonality Trends in MSCI AC World Index (Global Equities) April is generally considered the most favorable month for world equities, with December coming in as the second best month, implying that investors tend to experience higher returns during these periods. Image: BofA Predictive Analytics

Valuation – World Technology Equities

Valuation – World Technology Equities Rising bond yields could hurt the tech sector, as it is very sensitive to higher yields. Image: BCA Research

U.S. vs. World ex-U.S. Equities

U.S. vs. World ex-U.S. Equities Is it a major turning point for the U.S. stock market? Image: BofA Global Investment Strategy