World Semiconductor Sales Lead Emerging Markets

World Semiconductor Sales Lead Emerging Markets This chart suggests that world semiconductor sales lead the MSCI emerging markets index by 3 months. This is very interesting before investing in emerging market equities. Country weights of the MSCI Emerging Markets Index: 33% China, 13.02% Korea, 11.35% Taiwan. Image: Nordea and Macrobond

MSCI Emerging Markets Index vs. World Semiconductor Sales

MSCI Emerging Markets Index vs. World Semiconductor Sales This great chart suggests that world semiconductor sales lead the MSCI emerging markets index by 3 months. Very interesting chart before investing in emerging market equities. Country weights of the MSCI Emerging Markets Index: 33% China, 13.02% Korea, 11.35% Taiwan. Image: Nordea and Macrobond

Global Equities Are Pricing In A Global Recovery

Global Equities Are Pricing In A Global Recovery This chart shows that global equities tend to move ahead of changes in world trade volumes, with a two-month lag.  Global equities are pricing in a global recovery, not global trade wars. Image: Absolute Strategy Research

Monthly Equity Flows – U.S. vs. Non-U.S.

Monthly Equity Flows – U.S. vs. Non-U.S. U.S. equities have seen the highest monthly inflows on record relative to the rest of the world. Image: Goldman Sachs Global Investment Research

Average Real Equity and Bond Returns

Average Real Equity and Bond Returns Since 1900, equities have significantly outperformed bonds across the western world. Image: Financial Times

MSCI ACWI ex-U.S. and S&P 500 Index

MSCI ACWI ex-U.S. and S&P 500 Index U.S. equities have significantly outperformed the rest of the world in recent years, but this has not always been the case. You may also like “Trailing 12-month Return Differential between U.S. and non-U.S. Stocks.” Image: ClearBridge Investments