Search Results for: cash flow

Inflows as % of Assets Under Management (AUM) Cash, gold and tech are the largest inflows this year, amid the coronavirus pandemic. Image: BofA Global Investment Strategy

U.S. Fund Flows (YTD Cumulative) U.S. equity funds have seen inflows over the past few weeks, but there is still a lot of cash on the sideline. Image: Goldman Sachs Global Investment Research

Fund Flows – Equity, Bonds and Money Market Funds Investors frightened by the coronavirus pandemic, put a record amount of cash into money market funds. Image: Goldman Sachs Global Investment Research

Record Money Market Fund Inflows Money market funds get record inflow, as investors flood into the safety of cash. Image: BofA Global Investment Strategy

U.S. Fund Flows Cumulative Since 2018 Fear of a recession has led to a record equity outflows and bond & cash inflows in recent years. Image: Goldman Sachs Global Investment Research

U.S. Fund Flows Chart showing the large divergence between flows into equity funds and those into cash and bonds. Image: Goldman Sachs Global Investment Research

Money Market Fund Flows and Probability of Recession Investors move to safe assets by raising their cash holdings, like 2007/2008. This chart suggests that the probability of a recession in the next 12 months is high. Image: Goldman Sachs Global Investment Research

S&P 500 Operating Margin After the COVID-19 pandemic, the operating margins of companies in the S&P 500 have returned to a state of normalcy, leading to a positive trend of improved profitability and cash flows for these companies. Image: Morgan Stanley Wealth Management

S&P 500 vs. Top 10 Investors can benefit from the currently wide valuation dispersion by focusing on low beta stocks that have stable cash flows and strong balance sheets. Image: J.P. Morgan Asset Management

Cross-Asset Valuation for the U.S. On an absolute basis, equities look expensive by historical standards, but relative valuations appear attractive, as free cash flow yield and ERP look cheap. Image: Goldman Sachs Global Investment Research