Inflation – Rent Growth

Inflation – Rent Growth U.S. rents are falling, but this is not yet reflected in the CPI. Image: BofA Global Research

Flows into All Dividend Funds

Flows into All Dividend Funds Strong flows into dividend funds this year. Image: Goldman Sachs Global Investment Research

Inflows to Equities vs. Allocations to Equities

Inflows to Equities vs. Allocations to Equities Despite the fact that FMS investors are very bearish equities, there is no capitulation yet. Image: BofA Global Investment Strategy