Search Results for: health

Global High Yield Bond Prices High-yield bonds are often called the “canary in the coal mine”, as they are seen as a leading indicator of the health of the economy. Image: BofA Global Investment Strategy

Equity Markets – Absolute Net % OW (by Sector), FMS Investors Are healthcare, staples and energy the best sectors to invest in right now? Image: BofA Global Fund Manager Survey

Returns – S&P 500 Industry Group Sensitivity to Real Rates and Breakeven Inflation Should investors overweight healthcare and financials for 2022? Image: Goldman Sachs Global Investment Research

Median Quarterly Excess Return in Stagflationary Periods Health care and energy tend to outperform in stagflationary environments. Image: Goldman Sachs Global Investment Research

Gold to Copper Ratio The gold-to-copper ratio is a reliable barometer of global economic health. Image: Alpine Macro

Emerging Market Stocks – EM Consumer Discretionary + Tech vs. EM Energy + Materials This chart highlights the secular rotation from healthcare/tech to energy/financials. Image: BofA Global Investment Strategy

S&P 500 2021E Sector Return on Equity (ROE) vs. Price/Book Valuation Are health care and consumer staples among the sectors that show promise this year? Image: Goldman Sachs Global Investment Research

Markets – U.S. Rate Moves Over the recent months, U.S. rate moves have generally been “healthy”. Image: BofA Global Research

Sector Implied Volatility Spread vs. S&P 500 More volatility to come for health care? Image: Goldman Sachs Global Investment Research

Is Tech in a Bubble? – Global Equity Market, Technology with Shiller PE This chart suggests that on every metric, global tech is much healthier than it was during the internet bubble. Image: Pictet Asset Management

The Countries Best and Worst Prepared for an Epidemic According to the 2019 Global Health Security Index, the U.S. has the greater level to respond to an epidemic or pandemic. Image: Statista