Search Results for: MSCI

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

Equities – MSCI Taiwan / MSCI Asia (Total Return in US$) If China attempts to invade Taiwan, what would it mean for stocks? Image: Gavekal, Macrobond

Equities – MSCI ACWI Total Return vs. U.S. High Yield/High Grade Total Return Relative Is credit a bearish sign for global equities? Image: BofA Global Investment Strategy

G3 Credit Impulse and MSCI ACWI vs. 10-Year UST (Leading Indicator) Is it time to switch to defensives? Image: Oxford Economics

Equities – MSCI U.S. vs. Earning Revision Ratio for MSCI U.S. Will U.S. equities continue to deliver after earnings revisions began to fade? Image: J.P. Morgan

MSCI World Value Index/MSCI World Growth Index vs. Global Agg. Treasuries Index, Yield to Worst Value should outperform Growth and follow the rise in global rates. Image: Morgan Stanley Wealth Management

Growth Stocks – One-Year Correlation: 10-Year US Treasury Yield/MSCI Value Index vs. 10-Year US Treasury Yield/MSCI Growth Index U.S growth stocks are currently highly correlated with U.S. bond yields, as they were during the dotcom bubble. Image: Morgan Stanley Wealth Management

Global Equities – MSCI AC World Mid- and Large-Cap Index Are global equities poised for a drawdown at some point? Image: Gavekal, Macrobond