Market Returns and Long Term Assumptions
Market Returns and Long Term Assumptions Is the recent market’s sell-off a buying opportunity? Image: Richardson Wealth
Market Returns and Long Term Assumptions Is the recent market’s sell-off a buying opportunity? Image: Richardson Wealth
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) 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
Real Market Cap to GDP Ratio vs. Expected 10-Year Forward Returns The current elevated inflation-adjusted market capitalization to GDP ratio suggests the likelihood of anemic returns for the U.S. stock market over the next 10 years. Image: Real Investment Advice
Europe Market – Annualized Average of Monthly Real Price Returns High and falling inflation is generally a favorable environment for returns. Image: Goldman Sachs Global Investment Research
Recessionary Bear Markets – S&P 500 Total Return Recessionary bear market lows can present good buying opportunities for long-term investors. Image: BofA Research Investment Committee
Average S&P 500 Returns Around Recessionary Bear Markets There are several indicators that can be used to confirm recessionary bear market lows. Image: BofA Research Investment Committee