Survey – U.S. Stock Market Returns in 2021
Survey – U.S. Stock Market Returns in 2021 Most investors are optimistic and expect the U.S. stock market to move much higher over the next 12 months. Image: Investopedia
Fund Managers Sentiment and Global Stock Market Returns (MSCI ACWI)
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 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
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
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
Returns – The Impact of Missing the Market’s Best and Worst Days Each Decade
Returns – The Impact of Missing the Market’s Best and Worst Days Each Decade Should investors avoid trying to time the market, given the difficulty of determining the peaks and troughs of the market? Image: CNBC
U.S. 10-Year Treasury Price Return During Bear Bond Markets
U.S. 10-Year Treasury Price Return During Bear Bond Markets Worried about a bear bond market? Image: BofA Global Research
Return and Valuation – Stocks with EV/Sales Ratios Above 20x as Share of U.S. Equity Trading Volumes and Market Capitalization
Return and Valuation – Stocks with EV/Sales Ratios Above 20x as Share of U.S. Equity Trading Volumes and Market Capitalization The median stock with an EV/sales ratio above 20x has generated a subsequent 12-month return of -1% since 1985. Image: Goldman Sachs Global Investment Research
Emerging Markets Total Return Index (Equities Relative to Bonds) and OECD Core CPI (Leading Indicator)
Emerging Markets Total Return Index (Equities Relative to Bonds) and OECD Core CPI (Leading Indicator) Emerging markets equities relative to bonds tend to lead OECD core CPI by 40 weeks. Image: BCA Research
Markets Total Return in 2020
Markets Total Return in 2020 The coronavirus pandemic drove strong market gains in 2020, thanks to unprecedented monetary and fiscal stimulus, as well as positive news on vaccine development. Image: J.P. Morgan Asset Management