Valuation – 12-Month Forward STOXX Europe 600 PE
Valuation – 12-Month Forward STOXX Europe 600 PE European stocks look less expensive than at the beginning of this year. Image: Goldman Sachs Global Investment Research
Valuation – 12-Month Forward STOXX Europe 600 PE European stocks look less expensive than at the beginning of this year. Image: Goldman Sachs Global Investment Research
European Stocks – STOXX Europe 600 Price Level and Forecasts Goldman Sachs expects the STOXX Europe 600 at 530 in 2022. Image: Goldman Sachs Global Investment Research
European vs. Global Equities Projections European equities are expected to underperform global equities over the next 12 months. Image: BofA Global Research
U.S., European, and Developed Ex-U.S. Equity Returns Will U.S. equities continue to outperform global equities ex-U.S.? Image: BofA Research Investment Committee
Policy Rates in Japan, in Europe and the U.S. Are ultra-low interest rates here to stay? Image: BofA Global Investment Strategy
Weekly Flows from Global Investors into European Equity Funds Flows into European equity funds are strong this year. Image: Goldman Sachs Global Investment Research
European Stocks and MSCI U.S. – Cyclically Adjusted Price-Earnings Ratio (CAPE) Why are U.S. equities more expensive than European stocks? Image: Financial Times
European Stocks and MSCI World Will European stocks continue to outperform global equities? Image: Financial Times
European Stocks – MSCI Europe Index Two-Year Forward P/E Premium to MSCI All Country Worl Index European stocks remain cheap relative to their global peers. Image: Morgan Stanley Wealth Management
Stock Market Concentration – S&P 500, STOXX Europe 600 and Topix The S&P 500 remains highly concentrated in a few stocks. Image: Goldman Sachs Global Investment Research
U.S. and European Equities – % of Corporates Whose Dividend Yield is Above the Corporate Bond Yield U.S. and European equities look cheap relative to corporate debt. Image: Goldman Sachs Global Investment Research