S&P 500 Index Returns After the Best 6 Month Rallies Ever (>30%) After the best 6 month rallies ever (>30%), it tends to be bullish for stocks over the next 12 months. Image: LPL Financial LLC
Asset Return Expections on a Five-Year Horizon Government bond returns are expected to be negative across developed markets on a five-year horizon. Source: BlackRock Investment Institute
Buybacks and S&P 500 Returns Chart suggesting that there is no evidence that buybacks blackouts represent a risk to markets. Image: BofA Securities
S&P 500 Returns – Obama vs. Trump Two charts comparing Obama’s vs. Trump’s stock market returns. Image: Gavekal, Macrobond
60/40 Portfolio Annual Return Is a 60/40 portfolio no longer good enough, as valuations are high? Image: Financial Times
2020 Returns by Market and Factors Despite the recent pullback, the Nasdaq is up nearly 19% YTD. Image: J.P. Morgan
Performance – Russell 1000 Value/Growth Month Returns This month sees the strongest outperformance in small cap value since the 2000s (September return projected to month end). Image: BofA Global Investment Strategy
U.S. Elections – Median S&P 500 12-Month Return Based on Control of U.S. Government As the chart suggests, a divided government is best for the U.S. stock market. Image: Goldman Sachs
S&P 500 Returns After 100 Days > 50-Day Moving Average When the S&P 500 is 100-days above its 50-day moving average, as it is today, it tends to be bullish over the next 12 months. Image: LPL Financial LLC
Seasonality – Average of S&P 500 Return Per Calendar Month Historically, August and September have been challenging for the S&P 500. Image: Goldman Sachs Global Investment Research