FMS Investors Overweight Equities In the current market environment, FMS investors have a more positive outlook on equities. Image: BofA Global Fund Manager Survey

Top 5 Stocks as % of S&P 500 Market Capitalization The S&P 500 remains more concentrated in the five largest stocks than during the dotcom bubble, posing potential risks if these stocks underperform and raising…

Performance – Discretionary vs. S&P 500 U.S. consumer discretionary stocks are still trading 2 standard deviations above the long-term average relative to the S&P 500. Image: BofA Global Investment Strategy

Long Only Positioning in Value vs. Growth Value is still 53% underweight vs. Growth, highlighting a significant preference among investors for growth-oriented investments over value-based ones. Image: BofA US Equity & Quant Strategy

Recession – Conference Board: Consumer Expectations – Current Conditions Gloomy confidence expectations have historically not been a positive sign for the U.S. economy, which can potentially lead to reduced spending and investment. Image: The Daily…

Performance – U.S. vs. Japan Equities Since January 2022, Japan equities have outperformed their U.S. counterparts. Will this trend persist going forward? Image: BofA Global Investment Strategy

U.S. Large Company Stock Total Returns A $1 investment in U.S. large company stocks in 1824 would now be worth $16 million, including reinvested dividends. This growth showcases the wealth-building potential of long-term investing in…

Energy vs. S&P 500, Relative Price Performance Should investors consider overweighting their exposure to energy stocks in their portfolios? Image: BofA Global Investment Strategy

S&P 500 Performance After 7-Day Win Streaks Historically, 7-day win streaks tend to be bullish for U.S. stocks over the next 12 months. Image: Carson Investment Research

S&P 500 vs. Its Seasonal Pattern While past performance does not guarantee future results, can the U.S. stock market continue to follow its seasonal pattern? Image: Topdown Charts

Median Sector Returns in the Year Before U.S. Election Day Given the historical trend of the tech sector underperforming the S&P 500 in the year preceding the U.S. election day, should investors consider underweighting their…