Search Results for: equities

Emerging Market Equities vs. Developed Markets Equities Emerging market equities have underperformed their developed market counterparts. Image: Credit Suisse Research

Valuation – Indian Equities Relative to Emerging Market Equities Indian equities lag emerging market peers in recovery. Image: Alpine Macro

Funds Flows – Fixed Income and Equities Funds flows across fixed income and equities continued to slow for a third week. Image: BofA Global Research

Major U.S. Mutual Funds’ Net Exposure to U.S. Equities U.S. equity exposure of major U.S. mutual funds is in line with the historical average. Image: Nomura

Performance – U.S. Listed Equities That Are Popularly Traded On Retail Platforms vs. S&P 500 The favorite U.S. stocks of retail investors have outperformed the S&P 500 by a large margin since March lows. Image: BCA Research

Global Equities: % of Countries at Least 20% Higher than their 52-Week Low A new bull market in global equities? This chart suggests that 74% of countries are now in a “bull market”. Image: Topdown Charts

U.S. vs. Developed Market Equities (ex-US) Price Relative This chart shows the dominance of the U.S., as the U.S. stock market has grown bigger than the rest of the world’s stock market. Image: BofA Global Investment Strategy

Money Supply to GDP vs. Equities and Bonds Historically, when money supply exceeds nominal GDP growth, it tends to be bullish for stocks and bonds. Image: Gavekal, Macrobond

Cumulative Flow into Global Equities and Bonds So far, there is no sign of a great rotation into stocks from bonds. Image: BofA Research Investment Committee

Global Cumulative Weekly Flow: Fixed Income vs. Equities This chart highlights once again investors’ strong preference for bonds. Image: BofA Global Research