S&P 500 Equal Weight Index vs. S&P 500 Index – Two-Year Performance Spread Investors’ rush from tech to value has driven one of the deepest performance gaps between the market-cap and equal-weighted indexes since the pandemic era. After years in the shadows, value stocks are finally getting some love. Image: Real Investment Advice
Sentiment – Risk Appetite and Expected U.S. Equity Market Performance Geopolitical tensions are clouding sentiment among U.S. equity fund managers in March, but confidence in the market and the economy remains intact, as many bet the shock will be short-lived. Image: S&P Global Market Intelligence
Price Performance of Gold Before and After the Start of Armed Conflicts When conflict breaks out in the Middle East, gold typically shines as a tactical safe haven, with prices jumping as traders add a geopolitical risk premium. Image: J.P. Morgan Commodities Research
S&P 500 – Performance of Largest 10 Stocks vs. Next 40 Stocks The S&P 500’s top 10 giants are lagging the next 40 stocks this year, contributing to the cap-weighted index’s weak gains amid high concentration. Concentration helps on the way up, but it hurts when leaders stumble. Image: J.P. Morgan Equity Strategy and Quantitative…
S&P 500 Index Performance After Geopolitical and Major Historical Events Major geopolitical shocks can rattle investors, but U.S. stocks have a long track record of bouncing back, with median six‑month gains over 5% since World War II. Staying invested often pays off after the dust settles. Image: Carson Investment Research
Relative Equity Market Performance – USA vs. Rest of the World U.S. equities have lagged global peers recently, posting their steepest relative underperformance in 15 years. The leadership baton has passed to cheaper, more cyclical markets overseas, pointing to brighter days for the global cycle. Image: Deutsche Bank Research
Global Equities Performance Since spring 2025, the stock rally has gone global, with Europe and Asia powering ahead while U.S. equities lag behind. Broad participation like this often keeps bull markets running longer than most anticipate. Image: Goldman Sachs Global Investment Research
Performance of S&P 500 Megacap Growth Stocks vs. Rest of S&P 500 Mega-cap growth and tech stocks are testing the bottom of their decade-long channel versus the rest of the S&P 500, a level that has often sparked rebounds, except during the 2022 bear market. Image: Deutsche Bank Asset Allocation
Performance – MSCI U.S. vs. All Country World ex. U.S. Ratio and Trend After nearly a decade of U.S. stocks trouncing global peers, international markets have finally turned the tables, making home bias look increasingly costly. Image: Hi Mount Research
Bitcoin, Gold and S&P 500’s Performance Bitcoin has lost some ground lately, but at about 370% above its early‑2023 lows, it looks less like a speculative bet and more like a market finding its footing. Image: Deutsche Bank Research
Performance – S&P 500 Relative to FTSE All-World Excluding U.S. US stocks have sunk to a two-year low versus global peers, as tariffs bite and AI gains stay concentrated among a handful of megacaps. Diversifying beyond the U.S. is paying off. Image: Bloomberg