Valuation – MSCI ACWI World Market Capitalization to Global GDP Ratio
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
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
FMS Investors – Global Emerging Markets FMS investors expect to overweight global emerging markets over the next 12 months. Image: BofA Global Fund Manager Survey
Share of Various Bonds Outstanding in Global Bond Market by their Yields More than 70% of global bonds have a yield below 1%. Image: Deutsche Bank
Returns in the S&P Global BMI (Broad Market Index) Since 1995 Market returns in November were very high. Could investors see a Santa Claus rally? Image: S&P Dow Jones Indices
Japan and Global Equity Markets With a soft domestic economy, Japan’s equity market has lagged global equities. Image: Gavekal, Macrobond
Market-Implied Global Growth Markets are already pricing in global growth close to its long-term average. Image: UBS
World Epidemics and Global Stock Market Performance This chart shows how the global stock market has performed during past world epidemics. Image: BofA Global Research
Fund Managers Sentiment and Global Stock Market Returns (MSCI ACWI) Are fund managers too bearish? Two-thirds of global fund managers say this is a bear market rally. Image: Hondo Tomasz
Valuation – Global: Gold Mining vs. Broad Market Chart suggesting that gold miners have upside, but a pause is needed first. Image: BCA Research
Is Tech in a Bubble? – Global Equity Market, Technology with Shiller PE This chart suggests that on every metric, global tech is much healthier than it was during the internet bubble. Image: Pictet Asset Management
Global Equity Market Capitalization Global stock markets lost about $20tn in value so far. Image: Crescat Capital LLC