Forward 10-Year Real Returns and CAPE Valuations A high CAPE ratio can remain elevated for extended periods without triggering a market correction. However, historical data indicates that these periods of elevated valuations typically precede lower stock market returns. Image: Real Investment Advice
Returns – U.S. Equities vs. Commodities While commodities can serve as a hedge in certain market conditions, U.S. equities are likely to continue outperforming them over the long term due to their lower volatility, more stable returns, and historical performance trends. Image: BofA Global Investment Strategy
S&P 500 Index Returns in September Late September has historically been a challenging time for U.S. stocks, with a notable pattern of underperformance that has persisted for decades. Image: Carson Investment Research
Ranked Cross Asset Returns by Year Currently, gold is the top performer of 2024. Should investors consider buying gold in light of central banks’ actions? Image: BofA Global Investment Strategy Click the Image to Enlarge
Seasonality – S&P 500 Index Average Monthly Returns Seasonality provides valuable insights into stock market trends. In this election year, August has once again performed well, while September is typically viewed as a challenging month for investors. Image: Carson Investment Research
Commodities Rolling 10-Year Annualized Returns Commodity bull markets have historically lasted for extended periods, often a decade or more, and have the potential to generate substantial returns for investors who maintain exposure throughout the cycle. Image: BofA Global Investment Strategy
S&P 500 Monthly Returns and Percentage of Time Up – Presidential Cycle Year 4 Seasonality offers insights into stock market probabilities. According to historical data, U.S. equities typically experience weakness in September and October of election years. Will this year be different? Image: BofA Global Research
S&P 500 Annualized Return per Day The trend of U.S. stocks performing well on Thursdays in 2024 can be seen as an indicator of investor confidence, particularly when these gains are sustained into the weekend. Image: Carson Investment Research
S&P 500 Normalized P/E vs. Subsequent Annualized Returns Current high valuations in the U.S. stock market, particularly within the technology sector, suggest that investors may face lackluster returns over the next decade. Image: BofA US Equity & Quant Strategy
U.S. Tech Stocks During the first half of 2024, large U.S. tech companies have significantly outperformed their smaller counterparts, reflecting the ongoing dominance of major players in the tech industry. Image: BofA US Equity & Quant Strategy