Search Results for: commodities

U.S. Government Bond vs. Commodity Returns Will commodities continue to outperform government bonds? Image: BofA Global Investment Strategy

Returns – Rising Nominal Rates and Falling S&P 500 Should investors continue to favor commodities? Image: Goldman Sachs Global Investment Research

Bitcoin Correlations with Asset Classes Bitcoin is positively correlated with equities and commodities. Should more investors add Bitcoin to their portfolio? Image: BofA Global Research

Annualized Performance of Various Asset Classes During the 1970s Gold and commodities tend to do well during periods of high inflation. Image: BofA Global Research

Valuation – S&P GSCI Commodity Index/S&P 500 Index Commodities remain undervalued relative to equities. Is it time to buy commodities? Image: Morgan Stanley Wealth Management

Commodity, ISM Prices and Core PCE Price Index (Inflation) Commodities and manufactured goods tend to lead core inflation. Image: Morgan Stanley Wealth Management

Commodity Spot Index Are commodities poised for a new bull market as a reflation play? Image: Bloomberg

S&P 500 vs. Commodity Research Bureau Index Commodities relative to stocks remain cheap, but is it time to buy? Image: Fidelity Investments

Global Cross Asset ETF Flows This year, global ETF flows are strong in commodities and fixed income. Image: J.P. Morgan

Estimated Contraction in Global Oil Demand by Product Global oil demand is expected to see its first quarterly contraction in over a decade, due to the coronavirus pandemic. Image: J.P. Morgan Commodities Research

U.S. Equities and Global Equities ex-U.S. This chart suggests that higher yields could cause great rotation from bonds to stocks, US equities to non-US equities, growth to value, large caps to small caps, tech stocks to bank stocks, credit to commodities,… Image: BofA Global Investment Strategy