S&P 500 Equal Weight Index vs. S&P 500 Index While the S&P 500 Equal Weight Index has historically performed well during economic recoveries, it continues to underperform the S&P 500 (Market-Cap) Index this year. Image: Real Investment Advice
S&P 500 Equal Weight Index The performance of the S&P 500 Equal Weight Index continues to be influenced by factors such as economic conditions, market sentiment, and other macroeconomic indicators. Image: Morgan Stanley Research
S&P 500 Valuation Matrix (12-Month Forward EPS and P/E Multiple) According to Morgan Stanley, U.S. equity market gains in 2024 may stall due to high forward multiples and ambitious earnings forecasts for the next 12 months. Image: Morgan Stanley Wealth Management
Performance – What Is Likely to Be the Best-Performing Asset Class? Historically, equities have demonstrated significant growth and the potential for attractive returns over the long term. Will equities be the best-performing asset class in 2024? Image: Goldman Sachs Global Investment Research
Consecutive Trading Days of Inverted 10Y-2Y U.S. Treasury Yield Curve The anticipation of Fed easing is being driven by the aging of yield curve inversion. Market participants are expecting the Fed to cut rates in order to stimulate economic growth and prevent a potential recession. Image: Morgan Stanley Wealth Management
S&P 500 Performance After a New All-Time High and More Than a Year Without Making One The S&P 500 reaching a new all-time high after more than a year without making one can be seen as a bullish sign that tends to lead to further gains. Image: Carson Investment Research
S&P 500 Sector Return on Equity vs. Price/Book Valuation The energy and consumer staples sectors are trading at levels below ROE-implied valuations. Image: Goldman Sachs Global Investment Research
U.S. Household Financial Assets The total amount of cash held by households in the United States has reached a staggering $18 trillion. Image: BofA Research Investment Committee
Equity – MSCI Japan Market Cap Relative to World Market Cap Considering the improved outlook, attractive valuations, and progress in corporate governance, should investors consider increasing their exposure to Japanese equities? Image: BofA Global Investment Strategy
What Will Be the Most Important Driver of Equity Prices? According to FMS investors, the Fed’s decisions will be the main catalyst for the direction and performance of equities in 2024. Image: BofA Global Fund Manager Survey
China GDP Growth Excluding the exceptional year of 2020 due to the impact of the Covid pandemic, China’s nominal GDP growth has reached its lowest point since 1976, signaling a shift in China’s economic landscape. Image: Deutsche Bank Research