U.S. Growth Fund Flows

U.S. Growth Fund Flows Record inflows into U.S. growth funds reflect the increasing investor confidence in the potential for strong returns from companies positioned for expansion and innovation in the American market. Image: BofA Global Investment Strategy

Earnings Growth

Earnings Growth The dominance of mega-cap tech companies is expected to persist, but their EPS growth may slow. This could narrow the gap in EPS growth between these companies and the S&P 500 median companies. Image: Goldman Sachs Global Investment Research

MSCI World Value vs. Growth

MSCI World Value vs. Growth Given the current market dynamics, will the outperformance of growth stocks over value stocks be reversed in the future, with value stocks potentially taking the lead? Image: Goldman Sachs Global Investment Research

Mega-Cap Growth & Tech Positioning

Mega-Cap Growth & Tech Positioning The positioning of mega-cap growth and tech stocks at the 74th percentile suggests that these stocks continue to attract significant interest from market participants. Image: Deutsche Bank Asset Allocation

U.S. GDP Growth

U.S. GDP Growth Goldman Sachs is still confident in the U.S. economy’s strength and forecasts a positive outlook for U.S. GDP growth in 2024 and 2025 Image: Goldman Sachs Global Investment Research

CAPE Valuations and Deviation from Exponential Growth Trend

CAPE Valuations and Deviation from Exponential Growth Trend Previous peaks, characterized by deviations in price from the long-term exponential growth trend, offer valuable insights into the market’s valuation and potential future trends. Image: Real Investment Advice

Deviation of Earnings Above/Below Long Term Growth Trend

Deviation of Earnings Above/Below Long Term Growth Trend Concerns are mounting among some investors as the current earnings estimates significantly deviate from the long-term growth trend, prompting questions about the sustainability of these elevated projections. Image: Real Investment Advice

Earnings – S&P 500 LTM EPS Growth YoY

Earnings – S&P 500 LTM EPS Growth YoY According to Morgan Stanley’s leading earnings indicator, the outlook for S&P 500 EPS over the next 12 months is positive, suggesting a potential rise in profitability. Image: Morgan Stanley Research