Search Results for: Europe

Weekly Flows from Global Investors into European Equity Funds Flows into European equity funds are strong this year. Image: Goldman Sachs Global Investment Research

European Stocks and MSCI U.S. – Cyclically Adjusted Price-Earnings Ratio (CAPE) Why are U.S. equities more expensive than European stocks? Image: Financial Times

European Stocks and MSCI World Will European stocks continue to outperform global equities? Image: Financial Times

European Stocks – MSCI Europe Index Two-Year Forward P/E Premium to MSCI All Country Worl Index European stocks remain cheap relative to their global peers. Image: Morgan Stanley Wealth Management

Stock Market Concentration – S&P 500, STOXX Europe 600 and Topix The S&P 500 remains highly concentrated in a few stocks. Image: Goldman Sachs Global Investment Research

U.S. and European Equities – % of Corporates Whose Dividend Yield is Above the Corporate Bond Yield U.S. and European equities look cheap relative to corporate debt. Image: Goldman Sachs Global Investment Research

Valuation – Forward Price/Earnings Ratio – STOXX Europe 600 Index and S&P 500 Index U.S. equities look pricey relative to Europe. Image: Morgan Stanley Wealth Management

Performance – Nasdaq 100, Russell 2000, Stoxx Europe 600 Banks, MSCI All Countries Energy Welcome to the ‘everything rally’, despite the damage of the coronavirus pandemic on the global economy. Image: Financial Times

European and U.S. Buybacks Volumes Bye-bye buybacks! Buyback volumes have fallen sharply this year. Image: J.P. Morgan

Valuation – MSCI ACWI and STOXX Europe 600 – 24-Month Forward P/E Percentile vs. History Should investors pay attention to stock valuation? Image: Goldman Sachs Global Investment Research