FMS Investors – Net % Overweight Equities – Net % Overweight Cash

FMS Investors – Net % Overweight Equities – Net % Overweight Cash FMS investors still show a greater inclination to invest in the stock market and less interest in holding cash, indicating their ongoing preference for higher-risk assets over cash reserves. Image: BofA Global Fund Manager Survey

S&P 500 Free Cash Flow

S&P 500 Free Cash Flow Despite a decline, the S&P 500 free cash flow remains higher than the historical trend, even during the current hiking cycle. Image: BofA Research Investment Committee

Cash + T-bills % of AUM

Cash + T-bills % of AUM Will cash and T-bills serve as the driving force behind the bull markets of 2024? Image: BofA Global Investment Strategy

Cumulative Quarterly Inflow to Cash

Cumulative Quarterly Inflow to Cash Cash is making a strong comeback as interest rates rise. Image: BofA Global Investment Strategy

Bank Cash As a Share of Total Assets

Bank Cash As a Share of Total Assets U.S. banks have plenty of cash on hand and most banks are in very good shape. Image: Gavekal, Macrobond

Cash Flows

Cash Flows Will flows into cash continue to be strong as rates rise? Image: BofA Global Investment Strategy

Performance vs. S&P 500 by Uses of Cash

Performance vs. S&P 500 by Uses of Cash U.S. companies that spend the most cash on dividends and buybacks have outperformed the S&P 500 since 1992. Image: Goldman Sachs Global Investment Research