Global Equities – MSCI AC World Mid- and Large-Cap Index
Global Equities – MSCI AC World Mid- and Large-Cap Index Are emerging market equities poised for continued growth? Image: Gavekal, Macrobond
Global Equities – MSCI AC World Mid- and Large-Cap Index Are emerging market equities poised for continued growth? Image: Gavekal, Macrobond
Equity – MSCI China Index / MSCI All Country World Index Should investors overweight Chinese stocks? Image: Morgan Stanley Wealth Management
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
MSCI All Country World Index and Global Pairwise Stock Correlations The bear market bottom is probably not yet in, as stock correlation is higher at global market bottoms. Image: Morgan Stanley Wealth Management
Valuation – 12-Month Forward P/E, MSCI AC World Could valuation decline further? Image: Goldman Sachs Global Investment Research
Global PMI and MSCI AC World YoY Total Return Performance Should investors expect a sharp slowdown in global activity? Image: Goldman Sachs Global Investment Research
Trade-Weighted U.S. Dollar Index and U.S. 30-Year T-Bond Price vs. MSCI All-Country World Will the safe haven U.S. dollar continue to rise amid Delta COVID variant outbreak? Image: BCA Research
MSCI All World – ETF Equity Flows Are equities still worth buying the dip? Image: Financial Times
Global Equity Market – MSCI All-Country World vs. 30-Year T-Bond After a strong rally, should investors expect a consolidation in the global equity market in the coming months? Image: BCA Research
Valuation – MSCI ACWI World Market Capitalization to Global GDP Ratio The MSCI ACWI World Market Capitalization to GDP ratio is at record high. Image: Morgan Stanley Research
MSCI All Country World Index (MSCI ACWI) – Value Minus Growth, One-Day Change Should investors forget growth stocks, as value investing is back in play? Image: Morgan Stanley Wealth Management