Equities – Global Valuation Range

Equities – Global Valuation Range While non-U.S. markets appear attractive compared to the U.S., their valuations are not especially low by their own historical standards. Image: Goldman Sachs Global Investment Research

CTAs Exposure to Equities

CTAs Exposure to Equities With equity allocations sitting in the 22nd percentile, Commodity Trading Advisors appear to maintain a cautious stance on the likelihood of positive returns in equities. Image: Deutsche Bank Asset Allocation

Foreign Investor Net Purchases of U.S. Equities

Foreign Investors Equity Allocation Percentile vs. History While trade policy concerns, slowing growth, and dollar depreciation have created headwinds, Goldman expects moderate foreign selling of U.S. equities in March-April, driven by valuation opportunities and strategic positioning. Image: Goldman Sachs Global Investment Research

Equities – MSCI U.S./RoW Distance from 200-DMA

Equities – MSCI U.S./RoW Distance from 200-DMA The MSCI U.S./RoW distance from the 200-DMA highlights a major interruption to the narrative of U.S. exceptionalism and reinforces the need for global diversification in equity portfolios. Image: Bloomberg

Foreign Ownership of U.S. Equities by Region

Foreign Ownership of U.S. Equities by Region European investors, major holders of U.S. stocks, could impact valuations if trade tensions rise, potentially shifting focus to European markets benefiting from fiscal stimulus and increased defense spending. Image: Goldman Sachs Global Investment Research

U.S. Equities – Foreign Investors’ Net Portfolio Equity Flows

U.S. Equities – Foreign Investors’ Net Portfolio Equity Flows Foreign investors’ recent behavior in U.S. equities—marked by limited activity and stable portfolio allocations—suggests a long-term bullish outlook on the resilience of the U.S. market. Image: Deutsche Bank

Global Equities Around Fed Cut With And Without Recession

Global Equities Around Fed Cut With And Without Recession Strong performance in global equities is common after the Fed’s initial rate cut, particularly when the economy remains recession-free for the subsequent 12 months. Image: Goldman Sachs Global Investment Research

Equities as a Percent of Financial Assets

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

U.S. Equities – S&P 500 Equal Weight vs. S&P 500

U.S. Equities – S&P 500 Equal Weight vs. S&P 500 The performance divergence of the S&P 500 index and its equal-weighted version highlights how a select group of high-flying, large-capitalization stocks is overshadowing broader market weaknesses. Image: Bloomberg