20-Year Annualized Returns by Asset Class The average American investor still underperforms the market over the long term, generally due to panic selling, emotional biases, the herding effect and lack of diversification. Image: J.P. Morgan…
Global Money Velocity Growth Global money velocity growth is back to its pre-pandemic level, around zero. Image: Oxford Economics
Tech Stocks – U.S. FAAMG vs. China BAT Should investors be more cautious about China’s crackdown on its tech giants? Image: BofA Global Investment Strategy
Equities – MSCI AC Asia Ex Japan Index (Price and EPS) and Asia Pacific Ex Japan (Inflation) Generally, stocks tend to perform well in a moderate inflationary environment. Image: Goldman Sachs Global Investment Research
Bitcoin and Moving Averages Will Bitcoin go lower? Image: Gavekal, Macrobond
Asia/U.S. High Yield Bond Spread Asian junk bonds look attractive relative to U.S. junk bonds. Image: Morgan Stanley Wealth Management
TIPS Flows in H1 Strong inflows into TIPS in H1, as investors are keen to buy inflation protection. Image: BofA Global Research
Cycles of U.S. Equity Outperformance – MSCI EAFE and MSCI USA Relative Performance Will U.S. stocks continue to outperform developed market equities (ex-US)? Image: J.P. Morgan Asset Management
Bitcoin – Main Reasons for Buying Cryptocurrencies Cryptocurrencies are seeing wider adoption among investors as part of a diversified portfolio. Image: Financial Times
Inflation – U.S. 30-Year Breakeven Rate Has inflation fear gone away? Image: Bloomberg
Bond Market – Rally in U.S. Treasuries Is the recent rally in U.S. Treasuries over? Image: Deutsche Bank Research