Join our panel of experts from @RBC, Standard Chartered Bank and The Value Exchange as well as our own Richard Wils… https://t.co/0evGJf4m08
Customer Logins
Obtain the data you need to make the most informed decisions by accessing our extensive portfolio of information, analytics, and expertise. Sign in to the product or service center of your choice.
Customer LoginsEquity markets give way to inflating pressures

Research Signals - September 2021
After rising steadily for most of the year while Asia Pacific markets remained unsettled, US and developed Europe equity markets finally succumbed to concerns over economic growth from factors such as the spread of the delta variant and rising inflation. Moreover, the global manufacturing upturn has remained constrained by supply chain disruptions and input shortages, according to the J.P.Morgan Global Manufacturing PMI. Yet, high risk shares outperformed in many developed markets, alongside undervalued stocks (Table 1).
- US: Valuation measures continued to be favored, as captured by Forward 12-M EPS-to-Enterprise Value, while Price Momentum metrics such as Industry-adjusted 12-month Relative Price Strength, moved out of favor
- Developed Europe: Undervalued, high risk shares outperformed as gauged respectively by Book-to-Market and 60-Month Beta
- Developed Pacific: Fixed Assets Turnover Ratio was a highly rewarded factor in Japan, while Rational Decay Alpha outperformed in markets outside Japan
- Emerging markets: Investors continue to prefer large cap names, weighing down performance of Natural Logarithm of Market Capitalization
Table 1
IHS Markit provides industry-leading data, software and technology platforms and managed services to tackle some of the most difficult challenges in financial markets. We help our customers better understand complicated markets, reduce risk, operate more efficiently and comply with financial regulation.
Follow Financial Services
Related Posts
Explore
RELATED INDUSTRIES & TOPICS
Follow Us
Join our webinar on Thursday, 19 May as we explore the impact of sustained inflation on dividend payments in 2022… https://t.co/jUwPoVmJFw
Join our webinar next week in partnership with Supply Management Insider as the industry experts unveil the necessa… https://t.co/iibJIqHM00
S&P Global KY3P® is proud to co-sponsor Vendor & Third Party Risk USA with our own Peter Pernebo speaking on 1 June… https://t.co/x9Sj4WxoBJ