Search Results for: equity

Weekly U.S. Equity Fund Flows Over the past week, U.S. equity funds experienced modest inflows of $2.17 billion, indicating a lack of strong investor conviction. Image: BofA Global Research

Equity Positioning Across Sectors Deutche Bank sees a rotation in positioning into sectors outside of mega cap growth and tech, aligning with increasing investor sentiment to diversify holdings. Image: Deutsche Bank Asset Allocation

Consolidated Equity Positioning Consolidated equity positioning is currently at the 95th percentile, nearing extreme levels, which reflects a strong market sentiment. Image: Deutsche Bank Asset Allocation

Cumulative Global Equity Fund Flows Across Regions In 2024, U.S. equities have seen notable inflows, indicating a resurgence of investor confidence despite ongoing concerns about valuations. Image: Goldman Sachs Global Investment Research

Cumulative Large Cap vs Small Cap Equity Flows Since 2021, U.S. large-cap funds have seen significantly higher inflows compared to U.S. small-cap funds, highlighting a broader trend of investor preference for larger, established companies. Image: BofA Global Investment Strategy

GWIM Equity Allocation as % Assets Under Management BofA’s private clients have expressed optimism about equity market growth and potential returns, which is reflected in their decision to allocate 62% of their portfolios to equities. Image: BofA Global Investment Strategy

Sentiment – Risk Appetite and Expected U.S. Equity Market Performance U.S. equity investors’ risk appetite has declined in July, marking a shift towards net risk aversion not seen since January. Investors have also grown increasingly pessimistic about the prospects for near-term returns. Image: S&P Global Market Intelligence

Sentiment – Global Equity Risk-Love The current reading of the Global Equity Risk-Love indicator at the 96th percentile signals a high level of optimism in global equity markets, indicating a need for caution and effective risk management strategies by investors. Image: BofA Predictive Analytics

U.S. Household Equity Ownership vs. S&P 500 While the U.S. equity market has shown remarkable resilience, the record-high household allocations suggest the market is vulnerable to a correction and muted future returns. Image: Real Investment Advice

Implied Equity Allocation by Non-Bank Investors Globally Investors are currently overweight global equities, reflecting a risk-on strategy and positive economic outlook. Image: J.P. Morgan