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Equity Market Pulse: Q2 2015

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.

Additional highlights of this issue include:

  • A trend toward global earnings per share growth continues to synchronize 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 U.S., the UK, and Canada.
  • 2015 EPS revision trends continue to decline in emerging and commodity-related markets.
  • Although valuation multiples have continued to expand globally, multiples in the UK and developed Europe appear attractive relative to their growth profiles.
  • Growth and momentum factors have outperformed over the past year, while small caps have lagged, signaling that investors are cautiously optimistic, in our view.

Click here to read the full Q2 2015 Equity Market Pulse report.

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S&P Capital IQ Equity Market Pulse Q2 2015