Search Results for: developed market

Average and Median Equity Duration U.S. equities are 25% more sensitive to interest rate moves than other developed market equities. Image: Morgan Stanley Wealth Management

Valuation – Cyclically-Adjusted P/E Why are U.S. equities more expensive than other developed markets? Image: BCA Research

EM vs. DM Valuation Emerging market equities look attractive relative to developed market equities. Image: Goldman Sachs Global Investment Research

Cycles of U.S. Equity Outperformance – MSCI EAFE and MSCI USA Relative Performance Will U.S. stocks continue to outperform developed market equities (ex-US)? Image: J.P. Morgan Asset Management

Asset Return Expections on a Five-Year Horizon Government bond returns are expected to be negative across developed markets on a five-year horizon. Source: BlackRock Investment Institute

MSCI Latin America vs. MSCI World and Russell 1000 Value vs. Russell 1000 Growth Latin America vs. Developed Markets has been highly correlated to Value vs. Growth. Image: Goldman Sachs Global Investment Research

Equity Prices – EM Relative to DM vs. Gold Prices Is the relative performance of emerging market equities vs. developed market equities at a major market turning point? Image: BCA Research

Sovereign Bonds with Negative Yields This chart puts things into perspective by showing the share of developed market sovereign bonds with negative yields (1-10 year maturities). Image: Credit Suisse

U.S. Dollar and Relative Growth (GDP Spread) The chart shows that the U.S. Dollar REER is about relative growth (U.S. GDP – Other Developed Market GDP YoY). You may also like “U.S. Twin Deficits (% of GDP) Lead Real Trade Weighted Dollar Index by Two Years” and “U.S. Twin Deficits (% of GDP) Lead U.S.…