S&P 500 Average Performance through the Presidential Cycle 1872-2020 Historically, S&P 500 returns have been much better when a Democrat held the presidency. Image: BofA Global Research
S&P 500 Performance After U.S. Election Years If the President is relected, the S&P 500 tends to do much better the year after the election. Image: LPL Financial LLC
S&P 500 Monthly Performance Based on U.S. 10-Year Rates Move Since 1998 Historically, large increases of real rates tend to weigh on equities. Image: Goldman Sachs Global Investment Research
S&P 500 Performance from Inauguration Day Chart showing the S&P 500 performance across different presidencies, from Ronald Reagan to Donald Trump. From 1928 to 2019, S&P 500 annual returns were positive 72% of the time. Image: Financial Times
Performance – Emerging Markets Ex State Owned Enterprises ETF Emerging markets ex state owned enterprises ETF is at all-time highs. Image: BofA Global Investment Strategy
Performance – Sector Sensitivity to U.S. and Global GDP Growth The financial and industrial sectors are the most correlated with global growth. Image: Goldman Sachs Global Investment Research
Style Index Performance During Periods of Decelerating and Accelerating S&P 500 Earnings Growth – Russell 1000 Value vs. Growth Is it time for investors to favor value stocks, as Value tends to beat Growth when profits accelerate? Image: BofA US Equity & Quant Strategy
Top Decile Cumulative Relative Performance Within Japan Equities Chart suggesting that Japanification favors value. Image: BofA US Equity & Quant Strategy
Nasdaq Outperformance Over S&P 500 Will the Nasdaq continue to outperform the S&P 500? Image: Morgan Stanley Wealth Management
Performance – S&P 1500 Sub-Industry Groups Will the COVID-19 “Staying In” continue to outperform the COVID-19 “Going Out?” Image: Arbor Research & Trading LLC