Last 50 Years Annualized Equity Minus Bond Return
Last 50 Years Annualized Equity Minus Bond Return Should long-term investors buy equities over bonds? Image: Deutsche Bank Research
Last 50 Years Annualized Equity Minus Bond Return Should long-term investors buy equities over bonds? Image: Deutsche Bank Research
Relative Performance – U.S. Value vs. Growth In a lower growth world, are growth stocks going to permanently outperform value stocks? Image: BofA Global Investment Strategy
China Credit Impulse and U.S. Generic Government 10-Year Yield (Leading Indicator) China’s credit impulse tends to lead the U.S. 10-year bond yield by 12 months. Is it time to buy long-dated bonds? Image: Nordea and…
Equity Issuance – IPOs and Secondaries New equity offerings are booming. Are they in a bubble? Image: Fidelity Investments
Percentage of Time Inflation Below the Central Bank’s Target Is inflation targeting by central banks an effective monetary policy strategy? Image: Deutsche Bank
ETF Flows – Equity ETF Net Buy by Sector Investors continue to put their money into the energy sector. Image: BofA Securities
Consensus Dividend Growth YoY by Sector Real estate dividends are expected to increase by 10% in 2022. Image: BofA US Equity & Quant Strategy
Largest Global Corporate Bond Defaults Evergrande could be the largest global corporate bond default this year. Image: Deutsche Bank
U.S. 10-Year Yield and U.S. 10-Year TIPS Breakeven So far, the U.S. 10-year yield and the U.S. 10-year TIPS breakeven continue to follow the historical pattern after global recoveries. Image: Arbor Research & Trading LLC
Relative Performance of Government Exposed Companies vs. S&P 400 around Debt Limit Deadlines Is a U.S. government shutdown imminent? Goldman Sachs doesn’t expect a government shutdown in October 2021. Image: Goldman Sachs Global Investment Research
S&P 500 – 2021E Sales and Profits Relative to 2019 Levels Will earnings growth drive the S&P 500 higher by the end of 2021? Image: Goldman Sachs Global Investment Research