Discretionary Investor Positioning With positioning at the 30th percentile, discretionary investors are keeping their guard up amid mixed economic signals and market volatility. Image: Deutsche Bank Asset Allocation
Healthcare Positioning Healthcare positioning sits in neutral territory at the 55th percentile, with steady momentum suggesting room for further gains. Image: Deutsche Bank Asset Allocation
Performance of AI-Exposed Equities – Indexed Return vs. Equal-Weight S&P 500 The AI rally remains a story of infrastructure winners, with chip giants, data-center builders, and cloud platforms reaping the rewards as application and productivity names struggle to catch up. Image: Goldman Sachs Global Investment Research
S&P 500 Index Peak-to-Trough During a Midterm Year Midterm years often bring large pullbacks — but history says don’t panic. Since 1950, every midterm-year bottom in U.S. stocks has been followed by a powerful rebound, averaging gains of more than 30% over the next 12 months. Image: Carson Investment Research
Nasdaq 100 Ratio to S&P 500 Equal Weighted After years of leaving the broader market in the dust, the Nasdaq 100’s outperformance over the average S&P 500 stock has lost steam, with recent data showing the gap is starting to narrow. Image: Deutsche Bank Asset Allocation
S&P 500 Total Return and Gold Return Gold’s shine isn’t dimming, even as U.S. stocks rally. Both are up together for a third straight year. Investors now view bullion as shelter with upside, and central banks’ steady buying keeps the tailwind blowing. Image: Carson Investment Research
S&P 500 Valuation U.S. stocks are priced for perfection — valuations sitting at levels that rarely end well. Timing the turn is tricky, but when prices run this hot, even the slightest cool-down in fundamentals can burn. Image: Bloomberg
MSCI AC World: 10-Year Annualized Total Return Goldman Sachs forecasts a 10-year annual return of 7.7% in USD for global stocks — a solid long-term outlook, though shy of the boom years’ pace. Image: Goldman Sachs Global Investment Research
S&P 500 3-Month Realized Average Stock Correlation Correlations in the S&P 500 are sinking, turning the market from one big macro trade into a stock picker’s playground where fundamentals finally matter again. Image: Goldman Sachs Global Investment Research
Historical Length of Recoveries and Subsequent Market Declines Every U.S. expansion since 1871 has hit a wall, and markets have stumbled hard each time. The current bull run, born out of the March 2020 lows, will be no exception—only a matter of when, not if. Image: Real Investment Advice
S&P 500 Annualized 10-Year Total Return Forecasts Goldman Sachs is calling for 6.5% annualized gains in the S&P 500 over the next ten years — not bad, but hardly without risk, given stretched valuations and shaky macro undercurrents. Image: Goldman Sachs Global Investment Research