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Equity Market Pulse, Issue 4 - Q2 2015

This white paper - driven by proprietary data and analytics - provides insights into the global equity market fundamentals and performance. Spanning developed and emerging markets in the Americas, Europe, and Asia, it provides perspective on fundamentals, valuations and investment strategy effectiveness.

The Q2 issue of Equity Market Pulse features a spotlight on developed Europe, which has the highest estimated growth rates and most attractive valuations among developed markets.

• A trend toward global earnings per share growth continues to synchronise across regions in 2015, with developed Europe and Japan leading.

• Earnings declines in major energy and materials stocks are masking the overall EPS growth trends in the US, the UK and Canada.

• Growth and momentum factors have outperformed over the past year, while small caps have lagged, signalling that investors are cautiously optimistic, in our view.