Search Results for: allocation

Equity Allocation of the U.S. Household Sector U.S. households’ equity allocation has risen to record highs. Really, what could go wrong? Image: J.P. Morgan

Large-Cap Mutual Funds – Over/(Under)weight Allocations Large-cap mutual funds are underweight retail favorites. Image: Goldman Sachs Global Investment Research

GWIM Equity Allocation as % Assets Under Management BofA private clients’ equity allocation remains high at 62%. Image: BofA

Equity Allocation Investors allocation to equities is high. But with cash and bonds offering little or no yield, investors are likely to rotate cash into stocks. Image: Goldman Sachs Global Investment Research

U.S. 30-Year Treasury Yield and Asset Allocation In a low yield environment, does a 40% bond allocation still make sense? Image: BofA Global Investment Strategy

Implied Equity Allocation by Non-Bank Investors Globally Investors are still underweight global equities. Image: J.P. Morgan

GWIM Cash Allocation as % Asset Under Management More upside for stocks? Cash allocation from BofA’s private clients is going lower. Image: BofA

Foreign Investors Equity Allocation Percentile vs. History Foreign investors equity allocation is at all-time high, as foreign investors have been big buyers of U.S. stocks Image: Goldman Sachs Global Investment Research

Cash Allocation Percentile vs. History Cash allocations are going down and could suggest more upside for stocks. Image: Goldman Sachs Global Investment Research

Global M2 (ex-China) and Cash Allocation by Non-Bank Investors Globally The elevated cash holdings suggest a strong support for equities and bonds. Image: J.P. Morgan