U.S. Real Business Investment

U.S. Real Business Investment U.S. real business investment is getting worse and worse. Image: Oxford Economics

Total R&D Investment – U.S. vs. China

Total R&D Investment – U.S. vs. China China’s R&D spending exceeds that of the United States, for the first time in history. The gap is expected to widen over time. Image: BofA Research Investment Committee

Inflation-Adjusted Investment in U.S. Stock Market

Inflation-Adjusted Investment in U.S. Stock Market This chart puts into perspective the long-term trend of the S&P 500 Total Return adjusted for CPI inflation (real CAGR = 6.7%). Image: Hondo Tomasz

Investment Grade Bond Maturity Wall

Investment Grade Bond Maturity Wall Should investors be concerned about the IG bond maturity wall? Image: Goldman Sachs Global Investment Research