Performance – Russell 1000 Value/Growth Month Returns

Performance – Russell 1000 Value/Growth Month Returns This month sees the strongest outperformance in small cap value since the 2000s (September return projected to month end). Image: BofA Global Investment Strategy

Fed’s Balance Sheet Growth

Fed’s Balance Sheet Growth The growth of the Fed’s balance sheet has a good correlation with the S&P 500 since 2009. How will the U.S. stock market do the rest of the year? Image: Financial Times

Global Oil Demand Growth by Sector

Global Oil Demand Growth by Sector Global oil demand is recovering sequentially as the world’s coronavirus lockdowns are being eased. Image: BofA Global Research

Value vs. Growth

Value vs. Growth Will value stocks outperform growth stocks as the economy rebounds? Image: BofA Research Investment Committee