Average 12-Month Forward S&P 500 Returns by Equity Risk Premium Tranche According to the chart, the current equity risk premium suggests strong gains in the S&P 500 over the next 12 months. Image: SunTrust Private Wealth Management
Global Equity Market Sentiment Chart suggesting that global investors have become euphoric again. Image: Nomura
Aggregate CTAs Equity Exposure CTAs equity exposure also remains at a high level. Image: Deutsche Bank Asset Allocation
U.S. Equity Indices Futures The U.S. stock market is on fire. Investors have grown extremely bullish. Image: BCA Research
Valuation – U.S. Equity Market Capitalization to GDP Is the U.S. stock market overvalued? The equity capitalization-to-GDP ratio hits new all-time high. Image: Goldman Sachs Global Investment Research
Passive Equity and Bond Funds vs. Active Equity and Bond Funds The popularity of passive investing through ETFs and index mutual funds has grown significantly since 2010. Image: Financial Times
Volatility and Equity Bull Markets Since 1928, when equities are still rising, volatility tends to increase in the last stage of bull markets. Image: BofA Merrill Lynch Global Research
Cumulative Flows into Small and Mid Cap Equity ETFs Chart showing robust inflows into small and mid-cap ETFs this year. Image: BofA Securities
Annualized EPS Growth Across Major Global Equity Markets Goldman Sachs expects that EPS will modestly accelerate to 6% in the U.S. next year. Image: Goldman Sachs Global Investment Research
Equity Yields vs. Bond Yields vs. Cash Yields Chart showing the large gap in yields between equities, bonds and cash. Image: J.P. Morgan