Aggregated U.S. Equity Futures Positions

Aggregated U.S. Equity Futures Positions Leveraged funds and asset managers, while less bullish than before, still express optimism in the market by maintaining substantial net long positions in U.S. equity futures. Image: Deutsche Bank Asset Allocation

U.S. Equity Index P/E Valuations vs. History

U.S. Equity Index P/E Valuations vs. History Current valuations for tech and S&P 500 indexes exceed historical averages. This doesn’t guarantee immediate drops but implies possibly reduced future gains and increased vulnerability to market downturns. Image: Goldman Sachs Global Investment Research

Equity Sectoral and Regional ETF Flows

Equity Sectoral and Regional ETF Flows Materials, energy and healthcare ETFs are still experiencing notable outflows, leading to a decrease in investor interest. Image: J.P. Morgan

Equity Positioning Across Sectors

Equity Positioning Across Sectors Recent data confirms robust positioning in mega-cap growth and technology sectors, reflecting sustained investor confidence. Image: Deutsche Bank Asset Allocation

Equity Share of Household Financial Assets

Equity Share of Household Financial Assets Compared to U.S. households, Europeans exhibit lower stock ownership rates, which can be explained by cultural savings attitudes, structural differences in pension systems, and a stronger preference for liquid investments. Image: Goldman Sachs Global Investment Research

U.S. Equity EPS Growth Expectations

U.S. Equity EPS Growth Expectations U.S. equity EPS growth expectations are particularly strong, with analysts projecting double-digit growth in both 2025 and 2026, driven by economic expansion and technological advancements. Image: TS Lombard

Systematic Equity Positioning

Systematic Equity Positioning Current systematic equity positioning is at the 90th percentile, indicating high equity exposure. This could result in limited upside potential, elevated risk levels, and an increased likelihood of market reversal. Image: Deutsche Bank Asset Allocation

S&P 500 Equity Risk Premium

S&P 500 Equity Risk Premium With the S&P 500 equity risk premium hitting multi-decade lows, investors may find bonds more appealing than stocks. Image: Goldman Sachs Global Investment Research

Equity Sector Returns

Equity Sector Returns While large-cap growth stocks, particularly those in the Magnificent 7, performed strongly in 2024, there was also a significant shift toward value sectors throughout the year, reflecting broader economic resilience. Image: J.P. Morgan Asset Management

Equity Risk Premium

Equity Risk Premium The equity risk premium, at the 94th percentile from 2010 and at the 67th percentile from 2000, suggests that investors may not be receiving adequate compensation for the risks associated with investing in U.S. stocks. Image: J.P. Morgan Equity Macro Research