Performance – Price Ratio of Emerging Markets to U.S. Equities Following the global financial crisis, emerging market equities have continuously underperformed U.S. equities, leading to the current situation where the ratio between the two is at 50-years lows. Image: BofA Global Research
S&P 500 Performance After a New All-Time High After More a Full Year Without One Historically, when the S&P 500 index has reached new highs following a period of more than a year without achieving such levels, it has seen a significant increase in value of approximately 15% a year later. Image: Carson Investment Research
S&P 500 Performance After a Monthly Gain of >8% Historically, when the S&P 500 gains more than 8% in a month, it tends to perform well in the following 12 months. On average, it has seen a 15.8% increase in value a year later. Image: Carson Investment Research
Performance – Growth vs. Value In periods of scarce growth, growth stocks have a tendency to outperform value stocks, whereas during times of plentiful growth, value stocks tend to outperform growth stocks. Image: Goldman Sachs Global Investment Research
S&P 500 Performance After Four Week Win Streak >10% When the S&P 500 experiences four consecutive weeks of gains and achieves a cumulative increase of over 10% throughout this period, it can be interpreted as an indication of robustness and resilience in the market. Image: Carson Investment Research
S&P 500 Average Monthly Performance and How Often Each Month Is Higher in Pre-Election Years In December, during a pre-election year, U.S. stocks typically exhibit notable performance, indicating a positive trend and potential opportunities for investors. Image: Carson Investment Research
S&P 500 – Indexed Performance Attempting to time the market, while a challenging strategy, can have significant drawbacks, one of which is the potential to miss out on the market’s best days. Image: Goldman Sachs Global Investment Research
Banks vs. S&P 500, Relative Price Performance U.S. banks are experiencing their lowest performance relative to the S&P 500 in the past 80 years. Image: BofA Global Investment Strategy
Performance – Best Performing Asset FMS investors are optimistic about the performance of bonds in 2024, expecting them to outshine and yield better returns compared to other asset classes. Image: BofA Global Fund Manager Survey
S&P 500 Performance When Up > 10% on Trading Day 218 When the S&P 500 is up more than 10% on the 218th trading day, a solid year-end rally is very likely. Image: Carson Investment Research