Market Capitalization of Five Largest Companies as Share of S&P 500 Total

Market Capitalization of Five Largest Companies as Share of S&P 500 Total The concentration of 28% of the S&P 500’s total market capitalization in the five largest companies has sparked discussions about diversification. Ensuring a well-diversified portfolio is essential for managing risk effectively. Image: Goldman Sachs Global Investment Research

U.S. Regime Indicator

U.S. Regime Indicator In April, the U.S. regime indicator showed improvement, indicating positive signs and encouraging trends, which is great news. Image: BofA US Equity & Quant Strategy

Inflation – PCE Deflator YoY Projections

Inflation – PCE Deflator YoY Projections The Fed faces challenges in managing a rate cut amid high inflation, requiring a delicate balance between inflation control, price stability, and economic growth to support employment. Image: BofA Global Investment Strategy

S&P 500 Index and Moving Average Crossover Signal

S&P 500 Index and Moving Average Crossover Signal The use of moving average crossovers, particularly on a weekly basis, can be a valuable tool for investors in managing risk to equity exposure. Image: Real Investment Advice

Global Debt Hits a Fresh Record

Global Debt Hits a Fresh Record Reaching an all-time high of $315,000 billion, global debt highlights the challenges and potential risks associated with managing and servicing debt in both developed and developing economies. Image: International Monetary Fund

S&P 500 Various Declines per Year

S&P 500 Various Declines per Year In financial markets, navigating volatility is crucial for investors. Understanding and effectively managing volatility is essential for achieving favorable returns. Image: Carson Investment Research

S&P 500 Intra-Year Declines vs. Calendar Year Returns

S&P 500 Intra-Year Declines vs. Calendar Year Returns Intra-year corrections, which refer to temporary downturns in stock prices, are fairly common in the U.S. stock market, typically averaging around 10%. Image: Real Investment Advice

Buybacks – Share of S&P 1500 Companies Paying a Dividend or Repurchasing Stock

Buybacks – Share of S&P 1500 Companies Paying a Dividend or Repurchasing Stock Over the years, the share of S&P 1500 companies engaging in share repurchases has surged. In 1995, only 3% participated, while in 2023, it reached 70%, greatly enhancing shareholder returns. Image: Goldman Sachs Global Investment Research