Global Money Market Fund Assets Global money market fund assets hit a new all-time high of $9.7 tn, highlighting the perceived security and attractiveness of these funds as a viable approach for temporarily storing and increasing capital. Image: Goldman Sachs Global Investment Research
Cross Asset Flows as a % of Assets Money market funds continue to attract significant investor interest. As long as interest rates stay elevated, these funds will likely appeal to those in search of safe and profitable short-term investment opportunities. Image: Deutsche Bank Asset Allocation
Positions in U.S. Equity Futures by Asset Managers U.S. equity futures positions among asset managers are highly stretched. This level of optimism might lead to market indigestion. Image: J.P. Morgan Flows and Liquidity Team
Asset Class Annualized Real Returns Since 1900 Since 1900, U.S. equities have delivered an annualized real return of 6.7%, highlighting their importance in long-term investment strategies and offering strong returns compared to other asset classes over the past century. Image: J.P. Morgan Asset Management
Asset Class Returns This year’s substantial variation in performance emphasizes the importance of rebalancing portfolios, given that strong gains in some sectors have resulted in elevated valuations that may be prone to pullbacks. Image: J.P. Morgan Asset Management
Equities as a Percent of Financial Assets With favorable market conditions and increasing stock valuations, Americans now hold more than 37% of all assets in equities, marking a record high. Image: Morgan Stanley Wealth Management
ETF Assets Leveraged Long/Short Products Ratio With leveraged long ETFs leaving inverse products in the dust, market’s optimism is so contagious that bears are considering a career change! Image: Bloomberg
Risky vs. Safe Assets Fund Flows Even with the S&P 500 at record levels, investors continue to favor safe assets over risky ones, suggesting a persistent perception of market risk. Image: Goldman Sachs Global Investment Research
Asset Manager Net Positioning Asset managers are so optimistic, they’re buying stocks like it’s Black Friday and every deal is a steal! This behavior raises concerns about excessive optimism and indicates a potentially overheated market. Image: MarketDesk Investment Committee Handbook
Total Returns for a Selection of Major Global Financial Assets since the U.S. Election While the U.S. stock market responded positively to the recent election, international markets remain volatile due to uncertainty about the new U.S. administration’s trade policy and its impact on global trade. Image: Deutsche Bank
Total Return Performance of Various Assets Despite Warren Buffett’s skepticism towards gold as an investment, the precious metal has outperformed both U.S. equities and U.S. Treasury bonds over the past 25 years. Image: Deutsche Bank