Global Equities: Value vs. Growth Price to Book Ratio

Global Equities: Value vs. Growth Price to Book Ratio Chart suggesting that value is extremely cheap vs. growth across regions, but the trend is still intact for the time being. Image: Morgan Stanley Research

Global PMIs

Global PMIs Global PMIs and earnings growth across regions could suggest a strong risk-on year. Image: Fidelity Investments

World PMI Manufacturing

World PMI Manufacturing Most regions are now in contraction territory, except the United States. Image: Pictet Wealth Management

Are Value Stocks Cheap or Expensive?

Are Value Stocks Cheap or Expensive? Value stocks usually trade at a 24% discount to the stock market.But as of 02/29/2019, they are trading at 31% discounts in the U.S., 33% discounts in Europe and 34% discounts in emerging countries. Image: GMO

The Progression of World GDP

The Progression of World GDP This chart shows the percentage of world GDP by major countries/regions and how China’s GDP has risen steadily over the past few decades. Image: Bank of America Merrill Lynch