Author: isabelnet

Equity – MSCI U.S./Ex-U.S. Ratio Are global equities ex-U.S. poised to outperform U.S. equities this year? Image: The Daily Shot

FAAMG Stocks – GDP by Country and FAAMG by Market Capitalization FAAMG (Facebook, Amazon, Apple, Microsoft, and Google) market capitalization exceeds $10 trillion and is equivalent to the 3rd largest GDP in world. Image: BofA Global Investment Strategy

Latin American Stocks – PE10 Valuations Should long-term investors have Latin American stocks in their portfolios, as they are historically cheap? Image: Topdown Charts

S&P 500 – Fed Balance Sheet vs. Equity Price Returns Could the Fed’s balance sheet reduction derail the U.S. stock market? Image: Alpine Macro

Bull Markets After Initial Fed Rate Hike Historically, the first Fed rate hike is not the end of the bull market. Image: LPL Research

S&P 500 Around the Start of Fed Rate Hike Cycle Will the S&P 500 generate positive returns during the Fed’s hiking cycle? Image: Goldman Sachs Global Investment Research

U.S. 10-Year Treasury Yield Around Fed Hike Cycles Historically, the U.S. 10-year Treasury yield tends to rise a few months before the start of the Fed’s hiking cycle. Image: Goldman Sachs Global Investment Research

China HY vs. IG and U.S. HY vs IG Total Return Relative Should credit investors look to Asia in 2022? Image: BofA Global Investment Strategy

Stocks – U.S. Equities Net Foreign Purchases Is it a warning sign if foreign investors are losing interest in U.S. stocks? Image: BCA Research

Global Fund Flows Flows into global bond and equity funds were very strong last year. Image: Goldman Sachs Global Investment Research

S&P 500 Value Index/S&P 500 Growth Index vs. 30-Year Treasury Yield The direction of long-term interest rates tends to drive the style rotation. Image: Morgan Stanley Wealth Management