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
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…
Percentage of Time Inflation Below the Central Bank’s Target Is inflation targeting by central banks an effective monetary policy strategy? Image: Deutsche Bank
Consensus Dividend Growth YoY by Sector Real estate dividends are expected to increase by 10% in 2022. Image: BofA US Equity & Quant Strategy
Late Cycle – U.S. Regimes The U.S. stock market rally may be at risk in the late cycle phase. Image: BofA US Equity & Quant Strategy
Inflation – Real Estate Real Dividend Yield vs. TIPS Real Yield Real estate real dividend yields remain attractive relative to TIPS real yields. Image: BofA US Equity & Quant Strategy