Search Results for: corporate

S&P 500 Buybacks Relative to Index Market Capitalization A recovery in corporate earnings could lead to a rebound in buybacks this year. Image: Gavekal, Macrobond

Vanguard and U.S. Mutual Funds Is Vanguard getting too big as a firm? What about its impact on corporate America? Image: Financial Times

Emerging Markets Exports Value and MSCI Emerging Markets 12m Trailing EPS Chart suggesting that EM corporate profits are linked to the global trade cycle. Image: Gavekal, Macrobond

China: Chinese Debt-to-GDP Ratios by Sector The debt-to-GDP ratio of the non-financial corporate sector accounts for the largest share of China’s debt and declined to 143% of GDP. Image: Pictet Wealth Management

Debt Securities Issued by S&P 500 Companies Should investors be concerned about the corporate debt maturity wall? This chart shows the long term S&P 500 debt maturity schedule. Image: J.P. Morgan US Equity Strategy & Global Quantitative Research

U.S. Earnings Growth in 2020 Chart suggesting that U.S. corporate earnings growth should expand into 2020. Image: LPL Research

Global Debt by Sector and Recession Risk With global growth slowing, this chart suggests that the biggest recession risk is corporate deleveraging. Image: BofA Merrill Lynch Global Investment Strategy

S&P 500 Capital Allocation – Dividends, Buybacks and Capital Expenditures 2018 corporate tax cut boosted dividends and buybacks, but not capital expenditures. Image: Oxford Economics

MSCI ACWI Index and Companies Run by Billionaires Are billionaires the best corporate leaders and victims of bias in the media? Image: Financial Times

Consensus EPS Growth Expectations Corporate earnings estimates get more optimistic for 2020. Image: Deutsche Bank Asset Allocation