Cumulative Cross Asset Flows in % of AUM Terms

Cumulative Asset Flows in % of AUM Terms In 2023, there has been a notable trend of strong inflows into “risk-free” assets, indicating a growing preference for low-risk investment options in an environment of higher yields. Image: Deutsche Bank Asset Allocation

Asset Class Returns

Asset Class Returns Despite concerns about a potential recession, the year 2023 witnessed a remarkable trend where nearly all asset classes experienced positive returns, defying expectations. Image: J.P. Morgan Asset Management

Asset Class Returns Forecasts

Asset Class Returns Forecasts Bank of America forecasts a soft landing and moderate growth for global equities in 2024. Image: BofA Global Research

Cumulative Inflows Across Asset Classes

Cumulative Inflows Across Asset Classes Cash is the flow winner in 2023. Will it serve as the driving force behind the bull markets of 2024? Image: BofA Global Investment Strategy

U.S. Household Liquid Assets

U.S. Household Liquid Assets The amount of cash and equivalents held by households in the United States has reached an unprecedented level of $18 trillion. Image: BofA Research Investment Committee

Probability of U.S. Recession As Priced Across Asset Classes

Probability of U.S. Recession As Priced Across Asset Classes The S&P 500 predicts a low recession likelihood at 18% in the United States. However, base metals, sensitive to industrial demand and global conditions, suggest a higher probability of 82%. Image: J.P. Morgan

Global Money Market Fund Assets

Global Money Market Fund Assets Global money market fund assets hit a new all-time high of $8.3 trillion, highlighting the perceived security and attractiveness of these funds as a viable approach for temporarily storing and increasing capital. Image: Goldman Sachs Global Investment Research

Total Return Performance of Major Global Financial Assets in U.S. Dollar

Total Return Performance of Major Global Financial Assets in U.S. Dollar During periods of uncertainty and increasing geopolitical tensions, investors frequently seek the safety of gold as a safe-haven asset, which can drive up its price, as was the case in October. Image: Deutsche Bank

U.S. Money Market Fund Assets

U.S. Money Market Fund Assets Money market funds saw a remarkable inflow of $1 tnllion over 10 months, highlighting their significance as a means for individuals and organizations to preserve and increase their capital in the short term. Image: J.P. Morgan

Inflation Assets and Deflation Assets

Inflation Assets and Deflation Assets Should investors allocate a higher proportion of their portfolio to inflation assets while reducing their exposure to deflation assets? Image: BofA Global Investment Strategy