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	<title>Search Results for &#8220;active&#8221; &#8211; ISABELNET</title>
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	<description>Advanced Stock Market Forecast for Professional and Individual</description>
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	<title>Search Results for &#8220;active&#8221; &#8211; ISABELNET</title>
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	<item>
		<title>Valuation &#8211; S&#038;P 500 NTM P/E</title>
		<link>https://www.isabelnet.com/valuation-sp-500-ntm-p-e/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 25 Aug 2026 08:30:55 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=65979</guid>

					<description><![CDATA[Valuation &#8211; S&#38;P 500 NTM P/E The S&#38;P 500 equal-weight index trades at 16 times forward earnings, versus 20 times for the benchmark. It is hardly cheap, but the discount makes it look more attractive. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Cross Asset Flows as a % of Assets</title>
		<link>https://www.isabelnet.com/cross-asset-flows-as-a-of-assets/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 25 Aug 2026 08:30:45 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=84315</guid>

					<description><![CDATA[Cross Asset Flows as a % of Assets Government bonds continue to draw strong investor demand, offering relatively attractive yields while interest rates stay high. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
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		<item>
		<title>U.S. High Yield Credit Spreads vs. VIX</title>
		<link>https://www.isabelnet.com/u-s-high-yield-credit-spreads-vs-vix/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 05 Aug 2026 08:30:05 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=97659</guid>

					<description><![CDATA[U.S. High Yield Credit Spreads vs. VIX High-yield spreads are pricing in a smooth ride. Spreads are tight, balance sheets look solid, and the risk is that confidence slips into complacency. Active monitoring helps catch early signs of stress.Image: Topdown Charts]]></description>
		
		
		
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		<title>NAAIM Exposure Index &#8211; Investor Sentiment​</title>
		<link>https://www.isabelnet.com/naaim-exposure-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 31 Jul 2026 08:30:13 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=7969</guid>

					<description><![CDATA[NAAIM Exposure Index &#8211; Investor Sentiment The NAAIM Exposure Index at 79.70 shows that active managers are still risk-on, with robust U.S. equity exposure and a bullish outlook. The National Association of Active Investment Managers Exposure Index represents the two-week moving average exposure to U.S. equity markets reported by NAAIM members. Image: NAAIM]]></description>
		
		
		
			</item>
		<item>
		<title>U.S. Tech Sector Share Buyback Announcements</title>
		<link>https://www.isabelnet.com/u-s-buybacks-in-2020/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 27 Apr 2026 08:30:09 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=27183</guid>

					<description><![CDATA[U.S. Tech Sector Share Buyback Announcements There&#8217;s no sign of a pause in U.S. tech buybacks, as strong earnings keep the pipeline active. That&#8217;s a tailwind for shareholders, and as long as profits hold up, the pace is unlikely to fade. Image: J.P. Morgan Flows and Liquidity]]></description>
		
		
		
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		<title>% of Large-Cap Mutual Funds Outperforming their Benchmarks</title>
		<link>https://www.isabelnet.com/of-large-cap-mutual-funds-outperforming-their-benchmarks/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 27 Feb 2026 09:30:59 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=29860</guid>

					<description><![CDATA[% of Large-Cap Mutual Funds Outperforming their Benchmarks Active large-cap funds are enjoying an early win, with 57% topping their benchmarks so far this year, well above the average of 37%. But if history is any guide, keeping that edge will be tough. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>U.S. Equity Index Valuations vs. History</title>
		<link>https://www.isabelnet.com/sp-500-valuations/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 28 Jan 2026 09:30:28 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=32898</guid>

					<description><![CDATA[U.S. Equity Index Valuations vs. History The S&#38;P SmallCap 600&#8217;s forward P/E of 16x looks attractive by historical standards, while the S&#38;P 500&#8217;s 22x forward multiple, sitting in the 94th percentile, paints a very different picture on valuation. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Performance &#8211; S&#038;P 500 vs. Chinese Stocks (iShares China Large-Cap ETF)</title>
		<link>https://www.isabelnet.com/stocks-performance-china-csi-300-vs-u-s-sp-500-vs-europe-stoxx-600/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 06 Jan 2026 09:30:10 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=31943</guid>

					<description><![CDATA[Performance &#8211; S&#038;P 500 vs. Chinese Stocks (iShares China Large-Cap ETF) Since early 2024, Chinese stocks have shown significant outperformance relative to US stocks, amid policy support, tech advancements, and attractive valuations. Image: Gavekal, Macrobond]]></description>
		
		
		
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		<title>Percentage of U.S. Large-Cap Equity Mutual Funds Beating the S&#038;P 500</title>
		<link>https://www.isabelnet.com/percentage-of-active-funds-beating-the-benchmark/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 30 Dec 2025 09:30:26 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=37145</guid>

					<description><![CDATA[Percentage of U.S. Large-Cap Equity Mutual Funds Beating the S&#038;P 500 In 2025, only a small minority of large‑cap active equity funds kept pace with the S&#38;P 500. Managers who underweighted the &#8220;Magnificent Seven&#8221; were punished as the market&#8217;s leadership grew even more concentrated. Image: Bloomberg]]></description>
		
		
		
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		<title>S&#038;P 500 and NAAIM Index Above 97</title>
		<link>https://www.isabelnet.com/sp-500-and-naaim-index-above-97/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 18 Dec 2025 09:33:18 +0000</pubDate>
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		<guid isPermaLink="false">https://www.isabelnet.com/?p=84129</guid>

					<description><![CDATA[S&#038;P 500 and NAAIM Index Above 97 Active managers have a habit of chasing rallies and selling near lows. Last week, their equity exposure climbed to 97.13, a level usually seen around short-term market peaks. Image: Real Investment Advice]]></description>
		
		
		
			</item>
		<item>
		<title>S&#038;P 500/MSCI World and U.S. Dollar Trade-Weighted Index</title>
		<link>https://www.isabelnet.com/performance-sp-500-vs-msci-dm-world-ex-usa/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 23 Jul 2025 08:30:06 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=41741</guid>

					<description><![CDATA[S&#38;P 500/MSCI World and U.S. Dollar Trade-Weighted Index The renewed relative strength and attractiveness of U.S. assets amid global uncertainty and monetary policy differentials have played a central role in driving the U.S. dollar&#8217;s recent rebound Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>S&#038;P 500 Energy / S&#038;P 500</title>
		<link>https://www.isabelnet.com/sp-500-energy-sector-index-vs-sp-500-composite-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 07 Jul 2025 08:30:24 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=21468</guid>

					<description><![CDATA[S&#038;P 500 Energy / S&#038;P 500 The energy sector&#8217;s current low relative price performance combined with attractive valuations and strong underlying fundamentals makes it a compelling value investment opportunity for investors seeking exposure to this sector. Image: Gavekal, Macrobond]]></description>
		
		
		
			</item>
		<item>
		<title>S&#038;P 500 Equity Risk Premium</title>
		<link>https://www.isabelnet.com/sp-500-equity-risk-premium-and-long-term-average/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 07 Jun 2025 08:31:23 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=48138</guid>

					<description><![CDATA[S&#038;P 500 Equity Risk Premium With the U.S. equity risk premium at historically low levels, equity investors face a more challenging environment, as the risk-reward trade-off is less attractive than before. Image: The Daily Shot]]></description>
		
		
		
			</item>
		<item>
		<title>Median S&#038;P 500 Performance Around Drawdowns Close to or Larger than 20% Since 1950</title>
		<link>https://www.isabelnet.com/sp-500-drawdowns-2/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 17 May 2025 08:32:19 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=26372</guid>

					<description><![CDATA[Median S&#38;P 500 Performance Around Drawdowns Close to or Larger than 20% Since 1950 In the absence of recession, short-lived market drawdowns are often followed by strong recoveries, offering attractive returns to investors who stay the course rather than selling in panic. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Median S&#038;P 500 Performance During 10% Corrections</title>
		<link>https://www.isabelnet.com/median-sp-500-performance-during-10-corrections/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 05 May 2025 08:29:27 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=67157</guid>

					<description><![CDATA[Median S&#038;P 500 Performance During 10% Corrections If there is no recession, U.S. stocks tend to do well after market corrections, often rebounding strongly and offering attractive returns to investors who stay the course. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>S&#038;P 500 Corrections and Bear Markets Since World War II</title>
		<link>https://www.isabelnet.com/sp-500-and-corrections/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 12 Apr 2025 05:34:52 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=57534</guid>

					<description><![CDATA[S&#38;P 500 Corrections and Bear Markets Since World War II Corrections and bear markets, while inevitable and uncomfortable, often reset valuations—providing long-term investors a chance to reevaluate holdings and build positions at attractive levels. Image: Carson Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Average S&#038;P 500 Returns Following 35 Corrections of 10% Since 1950</title>
		<link>https://www.isabelnet.com/historical-sp-500-corrections/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 02 Apr 2025 08:29:16 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=65645</guid>

					<description><![CDATA[Average S&#38;P 500 Returns Following 35 Corrections of 10% Since 1950 Market corrections of 10% in the S&#38;P 500 are a normal aspect of market cycles, often presenting long-term investors with attractive buying opportunities, especially in the absence of a recession. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Small-Caps: Upper End of Long-Term Range</title>
		<link>https://www.isabelnet.com/small-caps-net-debt-to-ebitda-ratio/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 22 Feb 2025 09:33:44 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=47588</guid>

					<description><![CDATA[Small-Caps: Upper End of Long-Term Range The combination of historical patterns, attractive valuations, and positive earnings growth forecasts suggests that U.S. small-caps may be well-positioned for a period of outperformance in the near future. Image: Fundstrat Global Advisors, LLC]]></description>
		
		
		
			</item>
		<item>
		<title>Valuation &#8211; Russell 2000 vs. S&#038;P 500</title>
		<link>https://www.isabelnet.com/valuation-russell-2000-vs-sp-500/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 07 Feb 2025 09:33:31 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=29726</guid>

					<description><![CDATA[Valuation &#8211; Russell 2000 vs. S&#038;P 500 The current undervaluation of U.S. small-caps relative to the S&#38;P 500 presents an attractive investment opportunity for those looking to diversify their portfolios and potentially capture higher returns in the coming years. Image: Fundstrat Global Advisors, LLC]]></description>
		
		
		
			</item>
		<item>
		<title>Bond Flows</title>
		<link>https://www.isabelnet.com/bond-flows/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 16 Jan 2025 09:29:17 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=84323</guid>

					<description><![CDATA[Bond Flows The current interest rate environment has created an attractive landscape for bank loan funds, driving robust inflows. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
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