Percentage of S&P 500 Stocks That Ultimately Underperform/Outperform the S&P 500 When it comes to investing in the S&P 500, the stocks investors choose make all the difference in their investment journey, as the right choices can significantly improve returns. Image: BofA US Equity & Quant Strategy
S&P 500 YTD Returns as of the End of September in Election Years The S&P 500 has demonstrated a remarkable performance in 2024, marking the best first nine months of an election year since 1950, driven by strong corporate earnings, resilient consumer spending, and investor optimism. Image: Carson Investment Research
Sell Side Consensus Indicator The Sell Side Indicator, which tracks Wall Street strategists’ equity allocation recommendations, has remained unchanged in September. The current level suggests that the S&P 500 may see positive gains over the next 12 months. Image: BofA US Equity and Quant Strategy
ETF Gold Holdings While gold prices have reached new highs, household investor participation remains low, sharply contrasting with the aggressive buying strategies employed by central banks. Image: BofA Global Research
Emerging Market Debt + Equity Flows The substantial inflows into emerging market assets highlight a robust interest from investors. Image: BofA Global Investment Strategy
Sector Composition of the S&P 500 by Equity Capitalization The market capitalization of sectors within the S&P 500 reflects the market’s changing landscape, driven by economic conditions and investor sentiment, leading to fluctuations in sector performance over time. Image: Goldman Sachs Global Investment Research
Number of Positive S&P 500 Weekly Performances in the Previous 48 Weeks The recent performance of the S&P 500 has been remarkable. Over the past 48 weeks, the S&P 500 has experienced 34 weeks of gains, which is relatively rare in the market, reflecting strong investor confidence. Image: Deutsche Bank
Commodities Rolling 10-Year Annualized Returns Historically, commodity bull markets have lasted for extended periods, often a decade or more, and have the potential to generate substantial returns for investors who maintain their exposure throughout the cycle. Image: BofA Global Investment Strategy
U.S. Long Term Government Bonds (+15y) Rolling 10-Year Annualized Returns Long-dated U.S. Treasury 10-year returns are currently nearing 62-year lows, raising questions about the potential for better returns in the future. Image: BofA Global Investment Strategy
Money Market Fund Flows In the lead-up to U.S. elections, money market funds, which are seen as a safe haven, frequently see inflows as investors aim to lower their risk exposure. Image: BofA Global Investment Strategy
S&P 500 Index and Fed Funds Effective Rate While Fed rate cuts typically provide a short-term boost to market sentiment, historical trends suggest they often coincide with economic slowdowns. Image: Real Investment Advice