Performance – Large Cap Growth vs. Small Cap Value

Performance – Large Cap Growth vs. Small Cap Value The current market conditions show a significant shift in investor sentiment and market dynamics, with large-cap growth stocks outperforming small-cap value stocks at a level not seen since the dot-com bubble era. Image: BofA Global Investment Strategy

Performance – Ratio of Russell 2000 Index to Nasdaq-100 Index

Performance – Ratio of Russell 2000 Index to Nasdaq-100 Index Small-cap stocks have reached a record low relative to the Nasdaq 100. Potential catalysts for small-caps to outperform include a pickup in M&A and IPOs, stronger earnings growth, and changes in interest rates. Image: Morgan Stanley Wealth Management

S&P 500 – Indexed Performance

S&P 500 – Indexed Performance Will the S&P 500 continue to track the 1995 analog? In 1995, the Fed cut interest rates, marking the last soft landing in the U.S. economy. Image: Goldman Sachs Global Investment Research

S&P 500 Performance After New All-Time Highs On All Five Days of the Week

S&P 500 Performance After New All-Time Highs On All Five Days of the Week When the S&P 500 hits new all-time highs on all five days of the week, historical data suggests a bullish outlook over the next 12 months, with a median return of 8.7% since 1950. Image: Carson Investment Research

Performance – S&P 500 vs. S&P Regional Banks Index

Performance – S&P Regional Banks Index vs. S&P 500 Regional banks and the equal-weighted S&P 500 have recently reached new relative lows, a concerning trend in the financial market. This trend is noteworthy given the recent S&P 500 performance. Image: Morgan Stanley Research

Performance of Different U.S. Fama French Factor Returns

Performance of Different U.S. Fama French Factor Returns U.S. small-cap value has been the best bet over the past 25 years. However, small-cap value stocks are typically more volatile in the short term, making a long-term investment strategy necessary. Image: BofA Research Investment Committee

Sentiment – Risk Appetite and Expected U.S. Equity Market Performance

Sentiment – Risk Appetite and Expected U.S. Equity Market Performance The risk appetite of U.S. equity investors cooled in June, but remains elevated, supporting a stronger year-end S&P 500 outlook, with a median expectation of 5,395. Image: S&P Global Market Intelligence

S&P 500 3-Month Performance During an Election Year

S&P 500 3-Month Performance During an Election Year In Presidential election years, June to August stands out as the strongest 3-month period of the year. The S&P 500 has been up 75% of the time, with an average return of 7.3% since 1928. Image: Carson Investment Research

S&P 500 Performance One Year After >4% Monthly Gains

S&P 500 Performance One Year After >4% Monthly Gains Since 1950, the S&P 500 has never been lower a year after a monthly gain of over 4% in May. This period has been particularly profitable for investors, with an average gain of 20.1%. Image: Carson Investment Research