Author: isabelnet

TIPS Flows in H1 Strong inflows into TIPS in H1, as investors are keen to buy inflation protection. Image: BofA Global Research

Cycles of U.S. Equity Outperformance – MSCI EAFE and MSCI USA Relative Performance Will U.S. stocks continue to outperform developed market equities (ex-US)? Image: J.P. Morgan Asset Management

Bitcoin – Main Reasons for Buying Cryptocurrencies Cryptocurrencies are seeing wider adoption among investors as part of a diversified portfolio. Image: Financial Times

Inflation – U.S. 30-Year Breakeven Rate Has inflation fear gone away? Image: Bloomberg

Bond Market – Rally in U.S. Treasuries Is the recent rally in U.S. Treasuries over? Image: Deutsche Bank Research

Coronavirus (COVID-19) Pandemic – Global Vaccination Rates Is the coronavirus pandemic far from over despite vaccinations? Image: J.P. Morgan

Volatility – VIX and SKEW Index Could investor complacency evaporate this year? Image: Morgan Stanley Wealth Management

Reflation Sentiment – Total Return in Local Currency Is the great reflation trade still alive? Image: Goldman Sachs Global Investment Research

Valuation – S&P 500 Index vs. S&P 500 Bank Index – 12-Month Forward Price/Earnings Ratio Banks still look cheap relative to the broad market. Image: Morgan Stanley Research

Bitcoin – Number of Cryptocurrencies Worldwide The number of cryptocurrencies has skyrocketed. But the top 20 cryptocurrencies account for nearly 90% of the total market. Image: Financial Times

Tech Flows in H1 Will investors’ love of tech stocks continue? Image: BofA Global Investment Strategy