Category: Blog

Net Inflows to Value vs. Growth ETFs Greatest inflows to value vs. growth ETFs in history. Should investors forget growth stocks? Image: BofA Research Investment Committee

Coronavirus – COVID-19 Vaccine vs. Placebo The Pfizer/BioNTech COVID-19 vaccine starts working within about 10 days of the first dose. Image: Financial Times

Equity Allocation Investors allocation to equities is high. But with cash and bonds offering little or no yield, investors are likely to rotate cash into stocks. Image: Goldman Sachs Global Investment Research

Survey – U.S. Stock Market Returns in 2021 Most investors are optimistic and expect the U.S. stock market to move much higher over the next 12 months. Image: Investopedia

333 S&P 500 Dividend Actions YTD S&P 500 dividend increases are back on track. Image: Goldman Sachs Global Investment Research

Proxy for ECB Market Pricing Points to Negative Rates for Years to Come Markets are pricing in negative rates in Europe until 2029. Image: Deutsche Bank

10-Year U.S. Treasury Bond Yield – 50-Day and 200-Day Moving Averages Could bond markets take a bearish turn? Image: Morgan Stanley Wealth Management

Net Long S&P 500 E-Mini Futures Position for Asset Managers Has the U.S. stock market more room to run? The net long S&P 500 E-mini futures position for asset managers is well below S&P 500 peak levels. Image: BofA Global Research Click the Image to Enlarge  

S&P 500 Forward Earnings Yield and 10-Year U.S. Treasury Yield The S&P 500 forward earnings yield looks attractive vs. the 10-year U.S. Treasury yield, but equity risk does not disappear. Image: The Wall Street Journal

Cross-Asset Correlation Matrix This grid showing the correlation between different asset classes, is useful for asset allocation. Image: Goldman Sachs Global Investment Research

Global Non-Financial Debt vs. GDP How much debt is too much? Economic growth rates and interest rates are key factors. Image: BofA