Passive Equity Fund Assets vs. Active

Passive Equity Fund Assets vs. Active Record passive inflows suggest passive equity funds will surpass active by 2022. Picture source: BofA Merrill Lynch

U.S. Equity and Bond Correlation

U.S. Equity and Bond Correlation The potential risk for a 60/40 portfolio is that the negative correlation between U.S. equity and bond could flip. Picture source: BofA Merrill Lynch

S&P 500 LTM Return On Equity (ROE)

S&P 500 LTM Return On Equity (ROE) The S&P 500 LTM Return On Equity (ROE) gives a picture of corporate profitability and remains high relative to history. Picture source: Goldman Sachs Global Investment Research

Global Equity – Global Bond Fund Flows

Global Equity – Global Bond Fund Flows In the past two weeks, investors have shifted from bonds to equities. Picture source: BofA Merrill Lynch Global Investment Strategy

Equity Market Tops

Equity Market Tops Interesting chart showing equity market tops. The U.S. equity market hasn’t yet reached its peak. Picture source: DoubleLine

S&P 500 Valuation and Equity Risk Premium

S&P 500 Valuation and Equity Risk Premium This chart shows that the equity risk premium (earnings yield less 10-year Treasury yield) has declined to 3.9%. Picture source: Fidelity Investments