Search Results for: MSCI

Cumulative Performance of MSCI World Around Hiking Cycles Historically, global equity markets have performed well during hiking cycles. Image: J.P. Morgan

Consensus MSCI U.S. EPS Forecasts Consensus expects U.S. EPS growth at 7.5% this year. Image: BofA Global Investment Strategy

Valuation – MSCI U.S. Market Capitalization / U.S. M2 Money Supply Should investors take a cautious approach to the U.S. stock market? Image: Gavekal, Macrobond

Equity – MSCI U.S./Ex-U.S. Ratio Are global equities ex-U.S. poised to outperform U.S. equities this year? Image: The Daily Shot

Equity – MSCI Russia (Local) vs. Euro STOXX 50 Russian stocks remain under pressure amid war fears. Image: Topdown Charts

Inflation – MSCI ACWI Energy vs. Consumer Discretionary Price Relative Historically, real assets tend to perform well in inflationary environments. Image: BofA Global Investment Strategy

MSCI Equity Price: China Relative to U.S. and USD/CNY (Inverted) The RMB should weaken relative to the U.S. dollar. Image: BCA Research

Valuation – Price/Earnings Ratio, S&P 500 vs. MSCI World Ex-U.S. Should equity investors consider overseas stocks? Image: Morgan Stanley Wealth Management

MSCI Emerging Market Equities vs. S&P 500 Relative Performance How long will emerging market equities continue to underperform the S&P 500? Image: Topdown Charts

Performance – MSCI EM/S&P 500 Why are emerging market equities underperforming the S&P 500 for so long? Image: The Daily Shot