Active Global Equity Fund Flows and % MSCI ACWI Members Trading Above 200-DMA Flows to active global equity funds correlate strongly with stock price dispersion. Higher dispersion creates more opportunities for active managers, especially in volatile markets, boosting investor interest and inflows. Image: BofA Global Investment Strategy
S&P 500 Stock Splits – Median Relative Performance vs. Sector While stock splits do not inherently change a company’s value, the increased investor interest they generate often leads to short and medium-term outperformance relative to the sector. Image: BofA US Equity & Quant Strategy
U.S. Large Cap Flows Investor interest in U.S. large-cap funds has surged in 2024, with inflows to these funds positioned to be the second largest on record. Image: BofA Global Investment Strategy
Materials Flows Fund flows are widely regarded as an indicator of investor behavior and sentiment. Strong weekly inflows in materials suggest optimistic investor interest and confidence. Image: BofA Global Investment Strategy
Mortgage-Backed Securities (MBS) Fund Flows Record inflows into mortgage-backed securities over the past week highlight the growing interest in this asset class among investors. Image: BofA Global Investment Strategy
Cumulative Annual Flows to IG Bond Funds Investment-Grade (IG) corporate bond funds have experienced a surge in investor interest and confidence this year, resulting in robust inflows into this asset class. Image: BofA Global Investment Strategy
Tech Flows (Annual Inflows to Tech) The significant inflows into tech funds highlight investors’ continued interest in the sector’s growth and innovation potential. Image: BofA Global Investment Strategy
Stock Splits and S&P 500 – 12-Month Stock Performance Distribution A stock split can often generate renewed investor interest and potentially lead to a positive impact on the stock price. Image: BofA Research Investment Committee
U.S. Federal Debt Held by the Public The projected ballooning of the U.S. federal debt by 2050 could have negative impacts on the U.S. economy, with more interest payments, limited resources, and potential constraints on growth and government responsiveness. Image: BofA Global Investment Strategy
S&P 500 Stocks and Non-S&P 500 Stocks as a % of U.S. Large Cap Funds AUM Despite the abundance of stocks, the lack of interest in investing beyond the “Magnificent Seven” creates bias, leading to excessive attention and favoritism that may undervalue or neglect other investment opportunities. Image: BofA US Equity & Quant Strategy
Yield Curve and Banks A steeper yield curve helps banks to borrow more cheaply and lend at higher rates of interest. Image: Morgan Stanley