Rolling 24 Month Correlation Between U.S. Treasury Bonds and Equities Amid high inflation, UST bonds become less effective as a hedge against U.S. stocks, as rising prices erode bond payouts and interest rate hikes lead to a drop in bond prices. Image: BofA Research Investment Committee
Seasonality Trends in MSCI AC World Index (Global Equities) July has historically been a strong month for global equities, offering opportunities for investors to capture potential gains. Image: BofA Global Quantitative Strategy
U.S. Equities – S&P 500 Equal Weight vs. S&P 500 Performance differences between indexes present opportunities. Could the S&P 500 equal-weighted index outperform the cap-weighted index going forward? Image: Morgan Stanley Research
CTAs Exposure to Equities With a 92nd percentile allocation to equities, Commodity Trading Advisors demonstrate their confidence in the potential for strong returns. Image: Deutsche Bank Asset Allocation
Flows to Japan Equities The record outflow from Japan equity funds reflects a shift in investor sentiment. Image: BofA Global Investment Strategy
U.S. Equities Adjusted for Inflation When considering U.S. equity returns adjusted for inflation, currently none of the major indices have surpassed their 2021 highs. Image: Morgan Stanley Research
Global Equities – Weekly Global Advance-Decline Line of 73 Country Indices in Local Currencies The bullish weekly global advance-decline of 73 countries indices may positively impact global equities throughout the year, indicating an optimistic outlook for investors. Image: BofA Global Research
FMS Investors – Net % Say They Are Overweight Equities FMS investors have a greater appetite for risk-taking and a strong inclination toward equity investments. Image: BofA Global Fund Manager Survey
Annual Equities Fund Flows Investor appetite for equity funds remains strong, driven by optimism about potential returns and long-term growth prospects. Image: BofA Global Investment Strategy
FMS Investors – Net % Overweight Equities – Net % Overweight Cash FMS investors still show a greater inclination to invest in the stock market and less interest in holding cash, indicating their ongoing preference for higher-risk assets over cash reserves. Image: BofA Global Fund Manager Survey