Search Results for: equity

Weekly U.S. Equity Fund Flows This week, inflows into U.S. equity funds and ETFs. Image: BofA Global Research

U.S. Equity ETF AUM – Leverages Long vs. Short Should investors be concerned about the lack of fear in equity markets? Image: Topdown Charts

Fund Flows Into Equity Funds The past couple of weeks saw investors return to equity funds. Image: BofA Global Research

Consolidated Equity Positioning Consolidated equity positioning is in the 96th percentile. Image: Deutsche Bank Asset Allocation

FAANGM Stocks vs. S&P 500 – Operating Margin, Return on Equity and Return on Assets Will FAANGM stocks continue to drive the S&P 500 higher? Image: Alpine Macro

Inequality – Breakdown of Household Equity and Mutual Fund Ownership by Wealth Percentile Stock ownership has gotten very concentrated with the top 1% owning 53% of stocks. Image: Goldman Sachs Global Investment Research

S&P 500 Equity Risk Premium (Using Breakevens) The S&P 500 equity risk premium remains much lower than it was in March 2020. Is a drawdown on the horizon? Image: Morgan Stanley Research

GWIM Equity Allocation as % Assets Under Management BofA private clients’ equity allocation remains high at 64.3%. Image: BofA

S&P 500 Return – Equity Market Trends Around U.S. Capital Gains Tax Rate Hikes Equity prices tend to decline around U.S. capital gains tax hikes, but are likely to be short-lived. Image: Goldman Sachs Global Investment Research

Discretionary vs. Systematic Equity Positioning There is still a wide divergence between systematic equity positioning at 46th percentile and discretionary equity positioning at 100th percentile. Image: Deutsche Bank Asset Allocation