S&P 500 vs. Cumulative Fund Flows

S&P 500 vs. Cumulative Fund Flows “History never repeats itself but it rhymes” said Mark Twain. This chart shows the same trend as for the 2016 period. Image: Topdown Charts

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

Sector ETF Flows

Sector ETF Flows In 2024, the financial sector ETF (XLF) saw substantial inflows, making it the leading performer in attracting new capital, while the energy sector ETF (XLE) experienced significant outflows, ranking it as the worst performer. Image: GS Global Banking and Markets

U.S. Equity ETF Flows

U.S. Equity ETF Flows Inflows to U.S. equity ETFs as a percentage of S&P 500 market cap have reached elevated levels, reflecting strong investor confidence in U.S. equities. Image: J.P. Morgan Positioning Intelligence

Equity Sector Flows

Cumulative Sector Flows Despite concerns of potential overvaluation, investor optimism and confidence in the tech sector remain robust, driving significant inflows. Image: J.P. Morgan Equity Derivatives Strategy

Cumulative S&P 500 Buybacks 2009-2019

Cumulative S&P 500 Buybacks 2009-2019 Are buybacks driving the show? Thanks to tax cuts and low interest rates, corporate stock buybacks are booming. Over the past decade, S&P 500 companies bought back $5 trillion shares, while cumulative flows from households and foreigners are only a drop in the bucket. But what would happend if companies reinvested instead…