Summary of Equity Markets

Looking for the report?
We have the summary! Get the key insights in just 5 minutes.

Equity Markets summary
Start getting smarter:
or see our plans

Rating

8

Qualities

  • Innovative
  • Well Structured
  • Overview

Recommendation

Although the future is never certain, a good run of above-average growth in global stock markets since the 2008 crisis points to equities’ solid staying power. The Boston Consulting Group’s Gerry Hansell, Jeffrey Kotzen, Frank Plaschke, Eric Olsen and Hady Farag sort through the 2014 total shareholder returns of more than 6,000 firms in 44 markets around the world to come up with some ideas on how stocks might perform in 2015. Though not endorsing any investment, getAbstract suggests this excellent synopsis of equity market trends to investors and executives.

About the Authors

Gerry Hansell, Jeffrey Kotzen and Frank Plaschke are managing directors at the Boston Consulting Group, where Eric Olsen is a senior adviser and Hady Farag is a principal.

 

Summary

Buoyant global equity markets in five of the six years after the 2008 crisis may leave investors wondering what’s next for stocks. While past results don’t assure future outcomes, 2014’s strong markets may signal “that expansion will continue for some time to come.” The MSCI All Country World Investable Market Index measured a 9.9% total shareholder return (TSR) in 2014, down from 2013’s exceptional 26% but on a par with long-term averages. A study of the 2014 TSR of more than 6,000 firms in 44 markets drew four conclusions:

  1. Developing countries had the highest returns. China led the way with a TSR ...

More on this topic

By the same authors

The 2019 Value Creators Rankings
7
Ten Lessons from 20 Years of Value Creation Insights
7
The Real Deal on M&A, Synergies, and Value
8
Creating Value Through Active Portfolio Management
8
In a Tough Market, Investors Seek New Ways to Create Value
7
Winning Moves in the Age of Shareholder Activism
9
Unlocking Acquisitive Growth
8
Investors Brace for a Decline in Valuation Multiples
7

Customers who read this summary also read

Global Asset Management 2018
8
Investment
7
The Most Important Least-Noticed Economic Event of the Decade
8
Cracking the Emerging Markets Enigma
7
The Hidden Pressures on Asset Managers
8
Preparing for Disruption
9

Related Channels

Comment on this summary