Search Results for: cash

Cash Use vs. Internet Penetration Around the World Interesting correlation between the use of cash and the internet users as percentage of the population. Image: The Economist

S&P 500 Cash Return Yield by Sector and Region Currently, the S&P 500 cash return yield (buybacks + dividends) is 5.2%, the highest since 2011. That’s much more than Europe, Japan and emerging markets. Image: Fundstrat Global Advisors, LLC

Money Market Funds Assets as a % of Global Equity Market Capitalization Cash has been rising in the last few months but remains low as a % of global equity market capitalization. Image: BofA Global Investment Strategy

All Money Market Funds Total Net Assets How much cash is still waiting to come back to the market? Image: BofA Global Research

Weekly Fund Flows How much cash is waiting to come back into equities? Image: Goldman Sachs Global Investment Research

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

Deflation Assets vs. Inflation Assets Is the 40-year bull market in bonds over? Deflation Assets: government bonds, U.S. investment grade, S&P 500, U.S. consumer discretionary, growth and US high yield.Inflation Assets: TIPS, EAFE, U.S. banks, value and cash. Image: BofA Global Investment Strategy

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

Equity Allocation Investors allocation to equities is high. But with cash and bonds offering little or no yield, investors are likely to rotate cash into stocks. Image: Goldman Sachs Global Investment Research

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