Discretionary vs. Systematic Equity Positioning Systematic equity positioning is in the 52th percentile and discretionary equity positioning is in the 16th percentile. Image: Deutsche Bank Asset Allocation
Cumulative Equity Inflows vs. S&P 500 Investors have been moving their money from stocks to bonds and money market funds, resulting in flat flows into equities since the start of the year. Image: BofA Global Investment Strategy
GWIM Equity Flows BofA’s private clients have been sellers of stocks this year. Image: BofA
Weekly U.S. Equity Fund Flows U.S. equity funds and ETFs saw weekly inflows of $0.92 billion. Image: BofA Global Research
U.S. Equity Mutual Funds – Cash and Liquid Assets Cash holdings of mutual funds are going down. Image: Goldman Sachs Global Investment Research
Global Equity Valuation Indicators Is it still wise for investors to favor global ex-U.S. vs. U.S. equities, value vs. growth and small vs. large? Image: Topdown Charts
GWIM Equity Allocation as % Assets Under Management Equity allocation from BofA’s private clients stands at 59%. Image: BofA
Are You More Likely to Increase or Decrease Equity Exposure Over the Coming Days/Weeks? Only 38% of JPM clients are considering increasing equity exposure. Image: J.P. Morgan
Consolidated Equity Positioning Consolidated equity positioning is in the 39th percentile. Image: Deutsche Bank Asset Allocation
Equity – U.S. Households Aggregate Financial Asset Allocation U.S. households currently allocate 41% of their total financial assets to equities, which is elevated. Image: Goldman Sachs Global Investment Research