Search Results for: MSCI World

MSCI World Value vs. Growth YTD Will global value stocks continue to underperform global growth stocks, as the global economy rebounds? Image: J.P. Morgan

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

Valuation – MSCI World Tech 12M Fwd P/E Relative Chart suggesting that MSCI World Tech relative P/E doesn’t appear expensive. Image: J.P. Morgan

MSCI World Median Correction and Recovery vs. Current Drawdown This charts shows a “beautiful V” and puts the current drawdown into perspective. Image: Ken Fisher, Fisher Investments

MSCI World Growth Index vs. MSCI World Value Index Will global value stocks outperform global growth stocks in the recovery phase? Image: The Daily Shot

Valuation – Mega-Cap U.S. Tech Stocks (FAAMG) vs. MSCI World ex-US Could mega-cap U.S. stocks be in a bubble? Over the past 6 years, prices have increased five-fold, while earnings have only doubled. Image: Gavekal, Macrobond

Global Real M1 vs. MSCI World Total Return (Leading Indicator) Global real M1 suggests that 2021 could be a good year for risky assets. Image: Nordea and Macrobond

G4 Central Bank Balance Sheet as % of GDP and MSCI World Index G4 central bank balance sheet (Fed, ECB, BoJ, BoE) as % of GDP is expanding. Image: Jeroen Blokland

OECD Unemployment Rate and MSCI World As the chart suggests, very low unemployment isn’t usually great for stocks returns. Image: Morgan Stanley Research

Price Relative of MSCI World vs. Emerging Markets ex-China Emerging markets ex-China benefit from modernization potential, favorable demographics, and attractive valuations for the long term, according to BofA. Image: BofA Global Research

U.S. Dollar Liquidity vs. MSCI World U.S. dollar liquidity should continue to grow this year and support global equity markets. Image: Saxo Bank