Over the Following Time Horizons, Would you Rather Own U.S. or European Equities? Deutsche Bank’s survey of 400 financial professionals worldwide shows a strong short-term preference for European stocks over U.S. equities, but this trend is expected to reverse in the longer term. Image: Deutsche Bank
Equity – MSCI Japan Market Cap Relative to World Market Cap Considering the improved outlook, attractive valuations, and progress in corporate governance, should investors consider increasing their exposure to Japanese equities? Image: BofA Global Investment Strategy
Valuation – MSCI AC World 12-Month Forward P/E and 10-Year Real U.S. Treasury Yield 10-year U.S. real yields help explain the valuation of global equities. Image: Goldman Sachs Global Investment Research
Performance – U.S. vs. Developed Market Equities ex-U.S. Price Relative How long will U.S. equities continue to outperform the rest of the world? Image: BofA Global Investment Strategy
Valuation – U.S. 10-Year Real Yield and MSCI World Index Forward Price/Earnings Ratio The price of global equities is expected to fall, if U.S. real yields rise. Image: Morgan Stanley Wealth Management
Valuation – U.S. 10-Year Real Yields and MSCI World N12M PE (Inverted) If U.S. real yields rise, the price of global equities is expected to fall. Image: Morgan Stanley Research
MSCI All World – ETF Equity Flows Are equities still worth buying the dip? Image: Financial Times
European Stocks and MSCI World Will European stocks continue to outperform global equities? Image: Financial Times
U.S. 30 Year Total Return Benckmark Government Index and All-Country World Total Return Index Could rising inflation be more painful for bonds than for equities? Image: BCA Research
Global Money Supply and MSCI World Index Global equities are around 1 standard devation vs. global money supply. It could be bullish for stocks, as global money supply growth tends to push equities higher. Image: Nordea and Macrobond
Performance over 12 Months: S&P 500 vs. FTSE All World and FTSE 100 U.S. equities had their best month since 1987, in the global rebound. Image: Financial Times