S&P 500 Earnings Yield – UST 3-Month Yield

S&P 500 Earnings Yield – UST 3-Month Yield Historically, when the cash yield exceeds the earnings yield, this is often seen as a headwind for equities, as investors tend to prefer allocating their funds to…

World Debt

World Debt Is world’s debt flying to the moon? Image: BofA Global Investment Strategy

IG + HY Bond Fund Flows

IG + HY Bond Fund Flows Despite the potential risks associated with investing in IG and HY bond funds, continued strong inflows to these funds indicate a positive sentiment among investors. Image: BofA Global Investment…

GWIM Flows to Debt

GWIM Flows to Debt The significant rate at which BofA’s private clients are selling debt may reflect a change in investment strategy. Image: BofA Global Investment Strategy

Performance – Growth vs. Value

Performance – Growth vs. Value During times of scarce growth, growth stocks tend to outperform value stocks, while during periods of plentiful growth, value stocks tend to outperform growth stocks. Image: Goldman Sachs Global Investment…

Liquidity Policies and Central Bank Balance Sheets

Liquidity Policies and Central Bank Balance Sheets Central banks have barely decreased the amount of QE stock, suggesting a deliberate and measured strategy in scaling back economic support. Image: BofA Global Investment Strategy