Search Results for: equity market

U.S. Equity Market Outperformance According to Gavekal, U.S. outperformance is mainly cyclical, not structural, and best investment opportunities could be in non-US assets. Image: Gavekal, Macrobond

Equity Market Concentration – Market Capitalization of 10 Largest Companies as Share of S&P 500 Total The market capitalization of the 10 largest companies as share of S&P 500 total is significantly above average. Image: Goldman Sachs Global Investment Research

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

Equity Markets and QE Chart suggesting that equity markets tend to move higher during QE periods. Image: J.P. Morgan

European Equity Market Sentiment Index The chart shows that the European equity market sentiment has deteriorated. Image: Nomura

Equity Market Driven by Bonds Not Profits The chart shows a widening gap between cyclicals and bond proxies. It is clearly a cyclical bear market within a bull market, as during the dotcom bubble. Image: Societe Generale Cross Asset Research

U.S. Equity Market Performance since 1914 Excellent comparison between real (adjusted for inflation) and nominal returns on U.S. equities. Image: Saxo Bank

Equity Market Performance Around Bear Markets Interesting chart showing the average return before and after equity market peaks from 1945 to 2018. You may also like “First, Middle, Final Years of S&P 500 Bull Markets since 1975.” Image: J.P. Morgan Asset Management

Who Owns the Equity Market? Most of the equity market is owned by households and mutual funds. But ETFs and foreigners continue to gain share. Image: Bianco Research

Which Equity Market Has Outperformed Since the Beginning of the Trade War? The US equity market is the winner the last two years. Most other major equity markets have experienced significant declines. Image: Fundstrat