Search Results for: asset

Cross Asset Flows as a % of Assets Money market funds saw a significant outflow of $40 billion over the past week, as a Fed rate cut is now on the horizon. Image: Deutsche Bank Asset Allocation

U.S. Domiciled Funds: Active vs. Passive as a % of Assets Under Management Passive accounts for 54% of all U.S. domiciled fund assets, highlighting the significant growth and popularity of passive investing strategies in recent years. Image: BofA US Equity & Quant Strategy

Returns for Major Global Financial Assets Over the past 50 years, the annualized equity returns in the U.S., adjusted for inflation, have been around 7.5%. This solid long-term performance has allowed investors to achieve significant growth, outpacing the rate of inflation. Image: Deutsche Bank

S&P 500 and CFTC CME E-mini S&P 500 Asset Manager Institutional Net Total/Futures The net long position held by institutional asset managers on E-mini S&P 500 futures has been rising, with the potential to reach the peak positioning level observed in early 2020. Image: BofA Global Research

U.S. Money Market Fund Assets Following a Fed rate cut, U.S. money market funds typically experience outflows 12 months later as investors adjust their portfolios and manage risk in response to changing interest rates and market conditions. Image: Goldman Sachs Global Investment Research

Performance – Best Performing Asset 33% of JPM clients expect developed market equities to perform the best over the next three months, driven by strong economic conditions and favorable market conditions. Image: J.P. Morgan

Inflation Assets and Deflation Assets In order to mitigate inflation risks, should investors increase their allocation to inflation assets and decrease their exposure to deflation assets in their portfolio? Image: BofA Global Investment Strategy

Equity – Aggregate Financial Asset Allocation Among Households, Mutual Funds, Pension Funds, and Foreign Investors Compared to historical standards, a 52% allocation to equities among investors is considered high, which increases the potential for volatility and losses, particularly during a market downturn. Image: Goldman Sachs Global Investment Research

Valuation – Real Assets vs. Financial Assets The price of real assets relative to financial assets being very low suggests that investors should consider owning more real assets, such as real estate and precious metals. Image: BofA Global Research

Money Market Assets Under Management Following a Fed rate cut, money market funds typically experience outflows 12 months later as investors adapt portfolios and manage risk exposure in response to shifting interest rates and market conditions. Image: BofA Global Investment Strategy

Money Market Fund Assets vs. Fed Funds Target Rate Money market funds often experience outflows 12 months after the initial rate cut. This occurs as investors reallocate their investments and adjust their risk exposure in response to fluctuations in interest rates and market conditions. Image: BofA Global Fund Manager Survey