Median S&P 500 Company Year/Year EBIT Margin Growth (Excluding Financials and Energy) Profit margins for the median S&P 500 firm are expected to decline significantly. Image: Goldman Sachs Global Investment Research
Energy vs. S&P 500, Relative Price Performance Will the energy sector continue to outperform the S&P 500? Image: BofA Global Investment Strategy
Energy and Financials Stocks vs. Healthcare and Tech Stocks This chart highlights the polarization in sector dominance. Image: BofA Global Investment Strategy
Energy Sector vs. Fed Funds Rate Should investors expect oil prices to fall when the Fed hikes rates? Image: Real Investment Advice
Europe Runs on a Mix of Energy Will the Russia-Ukraine conflict accelerate the development of renewable energy in Europe? Image: BofA Global Research
S&P 500 Energy Sector Valuations The valuation of the energy sector remains cheap relative to the S&P 500. Image: Topdown Charts
Energy Sector Indexed Total Return and Brent Crude Oil 3-Year Forward The energy sector is expected to rise further this year. Image: Goldman Sachs Global Investment Research
Inflation – MSCI ACWI Energy vs. Consumer Discretionary Price Relative Historically, real assets tend to perform well in inflationary environments. Image: BofA Global Investment Strategy
Stocks – Energy and Financial Stocks on Rising Yields Will 2022 be a good year for energy and financial stocks? Image: TS Lombard
Valuation – Energy Price-to-Book and Relative Price-to-Book vs. S&P 500 Measured by the price-to-book ratio, the energy sector looks relatively cheap. Should investors expect energy stocks to rise in 2022? Image: BofA US Equity & Quant Strategy