Equities Flows
Equities Flows Flows into equities remain strong. Image: BofA Global Investment Strategy
Equities – FMS Global Equity Allocation
Equities – FMS Global Equity Allocation FMS global equity allocation has peaked but remains high. Image: BofA Global Fund Manager Survey
Global Equities – Weekly Global Advance-Decline Line of 73 Country Indices in Local Currencies
Global Equities – Weekly Global Advance-Decline Line of 73 Country Indices in Local Currencies New highs for the global advance-decline line tend to favor new highs for global equities. Image: BofA Global Research
Net % OW Equities vs. Net % Expecting Stronger Economy
Net % OW Equities vs. Net % Expecting Stronger Economy FMS investors are optimistic about stocks but pessimistic on the economy. Image: BofA Global Fund Manager Survey
Annual Equities Fund Flows
Annual Equities Fund Flows Inflows into equity funds are very strong since year. Image: BofA Global Investment Strategy
Global Equities – MSCI AC World Mid- and Large-Cap Index
Global Equities – MSCI AC World Mid- and Large-Cap Index Are global equities poised for a drawdown at some point? Image: Gavekal, Macrobond
Estimated Retail Flow into U.S. Equities and ETFs
Estimated Retail Flow into U.S. Equities and ETFs Is the retail investor stock buying boom just beginning? Image: J.P. Morgan Quantitative and Derivative Strategy
Emerging Market Equities vs. S&P 500
Emerging Market Equities vs. S&P 500 Emerging market equities look attractive relative to the S&P 500. Image: BofA Global Research
Equities – MSCI ACWI Total Return vs. U.S. High Yield/High Grade Total Return Relative
Equities – MSCI ACWI Total Return vs. U.S. High Yield/High Grade Total Return Relative Is high yield credit a bearish sign for global equities? Image: BofA Global Investment Strategy
Equities – MSCI EM Net $ Positions and U.S. Equity Net $ Positions
Equities – MSCI EM Net $ Positions and U.S. Equity Net $ Positions Futures positioning in U.S. equities remain high. Image: Goldman Sachs Global Investment Research