Fund Managers Sentiment and Global Stock Market Returns (MSCI ACWI) Are fund managers too bearish? Two-thirds of global fund managers say this is a bear market rally. Image: Hondo Tomasz
Morgan Stanley Forecasts a Subdued Decade for Market Returns Morgan Stanley forecasts anemic returns over the next 10 years, due to low yields, low growth and low inflation expectations. Image: Financial Times
Distribution of U.S. Market Returns Since 1926, annual returns between 20% and 30% are the most common. Year-to-date, the S&P 500 Index has gained 23%. Image: Center of Research in Security Prices
Initial Fed Rate Cuts and Resulting Forward Market Returns This spreadsheet also shows that the S&P 500 has performed well on average, around first Fed rate cut. Image: Fundstrat Global Advisors, LLC
S&P 500 Real Return and Secular Bull Market Analogs Since the Great Recession, U.S. stocks have behaved like a secular bull market. Image: Fidelity Investments
Returns for WTI Crude Oil Futures and MSCI Emerging Markets Index The WTI crude oil price tends to reflects EM fundamentals. Image: Nomura
Valuation – Emerging Market and Developed Market Countries – PE10 vs. 10-Year Forward Returns Valuation matters over time in the stock market. This chart shows the PE10 vs. subsequent 10-year CAGR (Compound Annual Growth Rate). Image: Topdown Charts
S&P 500 Total Return, 24 Months After Bear Markets This chart puts into perspective the S&P 500 Total Return, 24 months after bear markets. Image: BofA Research Investment Committee
U.S. Equity Market Total Return Volatility and VIX Currently, the monthly volatility of U.S. equities is the highest on record. Image: BofA Global Investment Strategy
Secular Bull Market In Equities: MSCI Country Indices and Number of Years with Negative Real Total Return 60% of MSCI country indices have posted negative real return over the past 10 years. Image: Pictet Asset Management