Junk and Investment Grade Credit Spreads Corporate bond yield spreads are often used as a gauge of financial market stress. They can provide insights into the likelihood of an economic downturn, but they are not foolproof predictors. Image: Real Investment Advice
Growth Investment Ratio of U.S. vs. Global Markets U.S. exceptionalism is expected to persist, even as the S&P 500 has underperformed year-to-date. The Growth Investment Ratio in the U.S. stands at 42%, compared to 26% in the rest of the world, with the gap steadily widening in recent years. Image: Goldman Sachs Global Investment Research
Market – Gain Needed to Recover from Loss in an Investment The greater the potential loss, the more difficult it becomes to recover, potentially leading to significant long-term impacts on an investment portfolio. Image: Carson Investment Research
Investment Grade (IG) Spread According to Goldman Sachs, Investment Grade (IG) spreads are expected to remain virtually unchanged over the next 12 months. Image: Goldman Sachs Global Investment Research
U.S. Real Business Investment While some companies have demonstrated high levels of capital expenditure in the United States, the overall trend remains modest since the 2020 recession. Image: BofA Global Investment Strategy
U.S. High Yield vs. Investment Grade Returns and Conference Board U.S. Leading Index Historically, the outperformance of high yield bonds relative to investment grade bonds has followed the Conference Board U.S. Leading Index. Image: Morgan Stanley Wealth Management
Recession – U.S. Real Residential Investment vs. U.S. 30-Year Mortage Rate Is a recession in U.S. real residential investment inevitable? Image: Quill Intelligence, LLC
Stocks – Cash & Equivalent and Short Term Investment FAAMG have plenty of cash, which could be used to buyback shares or boost dividend payments. Image: BofA Research Investment Committee
Tech Stocks – Net Retail Investment Flow Will retail investors’ love of tech stocks continue? Image: Goldman Sachs Global Investment Research
Net Retail Investment Flow as a % of Aggregate Market Capitalization Aggregate small-cap outflows by retail investors have been significant compared to their aggregate market capitalization. Image: Goldman Sachs Global Investment Research
Stocks – Performance of Select Investment Strategies Should investors favor high growth and high margin stocks in 2022? Image: Goldman Sachs Global Investment Research