Return – S&P 500 Real Dividend Growth and High Inflation
Return – S&P 500 Real Dividend Growth and High Inflation In periods of high inflation, real dividend growth has outpaced S&P 500 price return. Image: Goldman Sachs Global Investment Research
Return – S&P 500 Real Dividend Growth and High Inflation In periods of high inflation, real dividend growth has outpaced S&P 500 price return. Image: Goldman Sachs Global Investment Research
Stocks – World Value vs. Growth Growth has outperformed Value since the GFC. Does the secular trend still favor Growth? Image: Goldman Sachs Global Investment Research
Commodities – Long History of Booms and Busts Should investors expect a long-term commodity boom? Image: Real Investment Advice
Asset Class Sentiment – Real Estate Real estate asset sentiment is bad, which is contrarian bullish. Image: Topdown Charts
Europe – Equity Performance During Recent Conflicts If there is no recession, european stocks tend to do well after the start of armed conflicts. Image: Charles Schwab
U.S. Dollar Index – Democratic Administration vs. Republican Administration The U.S. dollar has weakened under President Trump, but it remains strong under President Biden so far. Image: Bloomberg
U.S. Gasoline and Brent Crude Oil Could sanctions against Russia have a significant impact on Americans? Image: Deutsche Bank Research
Europe Runs on a Mix of Energy Will the Russia-Ukraine conflict accelerate the development of renewable energy in Europe? Image: BofA Global Research
Within Global Equities, Express Your View Across Different Regions Advisors remain bullish on U.S. equities. Image: BofA US Equity & Quant Strategy
U.S. Financial Conditions Index Are U.S. financial conditions likely to keep tightening? Image: Goldman Sachs Global Investment Research
S&P 500 – Equity Performance During Past Conflicts, Since WWII Historically, the impact of past conflicts on U.S. stocks has tended to be short-lived since WWII. Image: J.P. Morgan