Equity – Aggregate Financial Asset Allocation Among Households, Mutual Funds, Pension Funds, and Foreign Investors Allocations to equities now exceed the peak of the tech bubble. Image: Goldman Sachs Global Investment Research
Financial Stocks – Financials Relative to the S&P 500 Financials should continue to perform well relative to the S&P 500. Image: BofA Global Research
Real Total Returns Performance of Selected Major Global Financial Assets Should long-term investors buy U.S. equities rather than bonds or commodities? Image: Deutsche Bank Research
U.S. Household Equities % of Total Household Financial Assets U.S. households’ equity allocation has reached its highest level in 70 years. How long will this last? Image: BofA Global Investment Strategy
Financials and Energy Flows Investors continue to put their money into financials and energy. Image: BofA Global Investment Strategy
Equities as Share of Total Household Financial Assets U.S. households are loaded with equities. Will this end well? Image: BCA Research
U.S. Household Debt Payments – Financial Obligations Ratio The ratio of U.S. household debt payments to disposable income is at all-time lows. Image: BofA Global Research
U.S. Financial Conditions Index U.S. financial conditions have loosened at fastest pace, thanks to policy stimulus. Image: Goldman Sachs Global Investment Research
Financials Corporate Client Buybacks and Percent of Sector Market Capitalization Financials buybacks are booming, which is good news for financial stocks. Image: BofA Securities
Weekly Financials Flows Bye-bye financial stocks? This week saw the second largest outflows since the pandemic began. Image: BofA Global Investment Strategy