Recessions – Fed Funds Rate vs. Rolling 12-Month Drawdown on Multi-Asset Portfolio of FICC and Equities Could the Fed cause the next recession by raising interest rates too soon? Image: J.P. Morgan
U.S. 60/40 Portfolio Real Returns and U.S. CPI Inflation Above 3% and Rising 60/40 portfolios tend to suffer when inflation is above 3% and rising. Image: Goldman Sachs Global Investment Research
Performance – All Weather Portfolio (Stocks, Bonds, Cash and Gold) The All Weather Portfolio of 25/25/25/25 in stocks, bonds, cash and gold is up 14% YTD, well above its historical annual average of 6%. Image: BofA Global Investment Strategy
U.S. 10-Year Treasury Yield Barometer of Coronavirus/Vaccine vs. Reopening Portfolio / Lockdown Portfolio Are higher Treasury yields coming on the approval of a coronavirus vaccine? Image: BofA Global Investment Stratey
Coronavirus – COVID-19 “Lockdown Portfolio” vs. COVID-19 “Reopening Portfolio” Since the beginning of the year, the COVID-19 “lockdown portfolio” has outperformed the COVID-19 “reopening portfolio.” Image: BofA Global Investment Strategy
Median PE Valuation on Global Factor Portfolio Historically, when value vs. growth valuation was this high, value stocks tended to outperform growth stocks. Image: Societe Generale Cross Asset Research
Total Non-Resident Portfolio into China Stocks and Bonds China remains the darling of foreign investors. Image: Institute of International Finance
60/40 Portfolio Annual Return Is a 60/40 portfolio no longer good enough, as valuations are high? Image: Financial Times
COVID-19 Lockdown Portfolio vs. COVID-19 Reopening Portfolio (Coronavirus) Since January 2020, the COVID-19 “lockdown portfolio” has outperformed the COVID-19 “reopening portfolio.” Image: BofA Global Investment Strategy
Performance vs. Benchmark Based on Gender of Portfolio Manager This year, women fund managers are beating their male counterparts in picking stocks. Image: Goldman Sachs Global Investment Research