Share of S&P 1500 Companies by Returning Cash to Shareholders Strategy Most S&P 1500 companies are returning cash to shareholders through both dividends and buybacks, which can significantly boost shareholder returns. Image: Goldman Sachs Global Investment Research
Performance – Theorical Growth of $100 Invested in Each Strategy Will U.S. small-cap value continue to outperform over the long term? Image: BofA Research Investment Committee
Investing Strategy – Long/Short Basket of Most Overweight and Underweight Stock Performance Buying the 10 most underweight stocks and selling the 10 most overweight stocks has been a good strategy in most years. Will this continue? Image: BofA Global Investment Strategy
Stocks – STOXX Europe 600 and Equity Strategy STOXX 600 Base Case Should investors underweight European equities in 2022? Image: BofA Global Research
U.S. Equity Strategy – Cyclicals vs. Defensives and S&P 500 Morgan Stanley suggests that the S&P 500 has potential downside to 2800-2850, as the correction in early June is likely not over. Image: Morgan Stanley Research
Simple U.S. Risk Parity Strategy Risk parity strategies performed very well this year. Image: Goldman Sachs Global Investment Research
S&P 500 and Seasonal Rotation Strategy Sell in May and go away? This chart suggests that a rotation between defensive and cyclical sectors was a much better strategy Image: CFRA, S&P Global
Earnings Revisions Strategy Outperforms Around First Fed Rate Cut Around first Fed rate cut, earnings revisions is the top factor out of 200 strategies. Image: Ned Davis Research
Warren Buffett Talks Investment Strategy and Mastering the Market “Well, I look at a lot of figures just in connection with our businesses. I like to get numbers. So I’m getting reports in weekly in some businesses, but that doesn’t tell me what the economy’s going to six months from now or three months from…
Equity Sector Flows Despite continued optimism about AI-driven growth in the medium term, the technology sector has recently experienced outflows. Image: J.P. Morgan Equity Derivatives Strategy
Discretionary vs. Systematic Equity Positioning While discretionary positioning is near neutral at the 30th percentile, systematic strategy positioning is rebounding from extreme lows and currently sits at the 9th percentile due to ongoing elevated volatility. Image: Deutsche Bank Asset Allocation