Cumulative Fund Flows Across Assets

Cumulative Fund Flows Across Assets Investors continue to put their money into equity funds. Image: Goldman Sachs Global Investment Research

World Government Bond GDP-Weighted Return Index

World Government Bond GDP-Weighted Return Index Global government bond markets are on course for the worst year since the Marshall Plan in 1949. Image: BofA Global Investment Strategy

Bonds Flows

Bonds Flows Will inflows to bonds continue? Image: BofA Global Investment Strategy

Insider Transactions Ratio

Insider Transactions Ratio The Insider Transactions Ratio (officer, director or owner of 10% or more of a class of a company’s securities) is back in the bullish zone.  Image: Barron’s

Discretionary vs. Systematic Equity Positioning

Discretionary vs. Systematic Equity Positioning Systematic equity positioning is in the 5th percentile and discretionary equity positioning is in the 29th percentile. Image: Deutsche Bank Asset Allocation

U.S. Nominal GDP

U.S. Nominal GDP Will U.S. nominal GDP fall sharply in 2023? Image: Goldman Sachs Global Investment Research

S&P 500 Earnings Estimates

S&P 500 Earnings Estimates Morgan Stanley expects S&P 500 earnings per share of $195 in 2023 and $241 in 2024. Image: Morgan Stanley Wealth Management