2019 Assets Performance
2019 Assets Performance 92% of more than 300 assets across equities, commodities, FX and credit are up this year, compared to less than 20% in 2018. Image: BofA Merrill Lynch
2019 Assets Performance 92% of more than 300 assets across equities, commodities, FX and credit are up this year, compared to less than 20% in 2018. Image: BofA Merrill Lynch
Global Economy – Annual GDP Growth Forecasts Weak global economic growth is expected to persist in 2020 and 2021. Image: Financial Times
Share of World GDP U.S. consumption alone accounts for around 17% of word GDP, a larger share than the entire Chinese economy. Image: Deutsche Bank Global Research
U.S. Debt Growth vs. Real GDP Growth Chart showing that the United States is on an unsustainable path, because U.S. debt is growing faster than the economy. Image: Real Investment Advice
Global Growth and U.S. vs. Emerging Markets Differential The U.S. has led in several periods of global growth acceleration since 2010. Image: Goldman Sachs Global Investment Research
S&P 500 Normalized P/E vs. Subsequent Annualized Returns Chart suggesting annual returns of around 5% over the next 10 years (R² = 0.79). Image: BofA Merrill Lynch US Equity & US Quant Strategy
Global Employment and Global Real Retail Sales Chart suggesting that the slowdown in global employment is expected to impact global real retail sales. Image: J.P. Morgan
Global Economy – 2020 Global GDP Projection The global economy is expected to grow by just 2.9% in 2020. Image: Bloomberg
S&P 500 Index Average Returns After Record Highs Since 1950, the S&P 500 has continued to reach record highs, but rarely in a straight line. Image: LPL Research
Valuation and Global Asset Price Cycle Interesting chart showing the current average overvaluation estimates across equities, bonds and house prices in major advanced economies. Image: Oxford Economics
Super-Cycles – Commodities, Stocks, and Bonds The importance of asset allocation and diversification: commodities, stocks, and bonds do not necessarily moved together over the long term. Image: Wells Fargo Investment Institute