Category: Blog

Banks vs. S&P 500, Relative Price Performance U.S. banks are experiencing their lowest performance relative to the S&P 500 in the past 80 years. Image: BofA Global Investment Strategy

Is the Recovery in Equities Sustainable or Likely to Reverse Soon? A significant majority of JPM clients believe that the equity recovery will reverse soon, indicating caution and skepticism towards the sustainability of the current upward trend in equity prices. Image: J.P. Morgan

Annual Real S&P 500 Index and 3-Year Average Annual Return Reversion to the mean in investing is the idea that asset prices tend to return to their long-term average, making it a powerful force. Some investors use mean reversion strategies to identify market opportunities. Image: Real Investment Advice

S&P 500 First Year of a New President in Pre-Election Years Typically, during pre-election years under a new President, the S&P 500 tends to experience a robust market rally as the election year approaches. Image: Carson Investment Research

S&P 500 Price Returns by Year of Presidential Cycle While the fourth year of the presidential cycle has historically been favorable for the U.S. stock market, it tends to have lower returns compared to the third year. Image: Goldman Sachs Global Investment Research

Possible Scenarios for the S&P 500 According to Goldman Sachs forecasts, there is a 25% probability that the S&P 500 index will reach 5,000 by the end of 2024. Image: Goldman Sachs Global Investment Research

Russell 2000 Returns After Last Rate Hike Should equity investors favor U.S. small-cap stocks following the last Fed rate hike? Image: BofA Global Investment Strategy

S&P 500 Performance When Up > 10% on Trading Day 218 When the S&P 500 is up more than 10% on the 218th trading day, a solid year-end rally is very likely. Image: Carson Investment Research

FMS Investors Overweight Equities In the current market environment, FMS investors have a more positive outlook on equities. Image: BofA Global Fund Manager Survey

Top 5 Stocks as % of S&P 500 Market Capitalization The S&P 500 remains more concentrated in the five largest stocks than during the dotcom bubble, posing potential risks if these stocks underperform and raising concerns about diversification and market stability. Image: Morgan Stanley Wealth Management

Performance – Discretionary vs. S&P 500 U.S. consumer discretionary stocks are still trading 2 standard deviations above the long-term average relative to the S&P 500. Image: BofA Global Investment Strategy