January’s Historical Returns Throughout history, the performance of the U.S. stock market in the month of January has often served as a reliable indicator for the overall trajectory of the market for the rest of…

20% Yearly Gains for the S&P 500 Index and What Happened Next A significant annual gain of 20% in the S&P 500 index is often indicative of continued positive performance in the following year, with…

Valuation – Forward 12-Month P/E Ratio for the S&P 500 Index When valuations remain high for an extended period, investors should be mindful of the potential for lower future returns. Image: Morgan Stanley Wealth Management

S&P 500 Earnings Per Share Growth Following a period of decline, there is an optimistic outlook for the growth of S&P 500 earnings in both 2024 and 2025, offering investors a glimmer of hope. Image:…

S&P 500 Operating Margin After the COVID-19 pandemic, the operating margins of companies in the S&P 500 have returned to a state of normalcy, leading to a positive trend of improved profitability and cash flows…

S&P 500 Index Quarterly Returns Based on the Four-Year Presidential Cycle The first quarter of an election year often exhibits a sluggish performance for the S&P 500 index, but as the year progresses, the market…

S&P 500 Composite in Elections Years and Election Years When >10% Gains in Previous Year Given the Fed’s interest rate projections, market sentiment indicators and historical market behavior, investors may reasonably expect the S&P 500…

S&P 500 Annual Chart Despite an impressive 24.2% gain in 2023, the S&P 500 index has done virtually nothing over the past two years. When adjusted for inflation, it is still significantly below its peak.…

Median Monthly Flow into Equity Mutual Funds and ETFs as a % of Total AUM January has historically been characterized by increased investor activity in equity markets, leading to strong equity inflows, as the start…

S&P 500 Fragility Since the Global Financial Crisis, high fragility events have become more common. These events can have negative consequences and pose risks to U.S. equity investors and the stability of the financial system.…