Cumulative Global Equity Fund Flows Across Regions In 2024, U.S. equities have seen notable inflows, indicating a resurgence of investor confidence despite ongoing concerns about valuations. Image: Goldman Sachs Global Investment Research
U.S. Growth Fund Flows Record inflows into U.S. growth funds reflect the increasing investor confidence in the potential for strong returns from companies positioned for expansion and innovation in the American market. Image: BofA Global Investment Strategy
Gross Share Buyback Announcements The strength of share buyback announcements reflect companies’ confidence in their financial stability and commitment to enhancing shareholder value. Image: J.P. Morgan
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
Earnings Surprise A strong 7% earnings surprise in the first quarter indicates robust performance by S&P 500 companies, which is likely to have a positive impact on investor confidence. Image: BofA Global Research
Real GDP and Inflation The U.S. economy has avoided recessions and stagflations 90% of the time, inspiring confidence in investors and showcasing the country’s commitment to long-term economic stability and growth. Image: BofA US Equity & Quant Strategy
S&P 500 Weekly Announced Buybacks U.S. share buyback announcements are robust during this earnings season, reflecting companies’ confidence in their financial positions and their dedication to delivering value to shareholders. Image: Deutsche Bank Asset Allocation
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
U.S. GDP Growth Forecast Goldman Sachs expresses confidence in the robustness of the U.S. economy, foreseeing a positive outlook for the growth of U.S. GDP. Image: Goldman Sachs Global Investment Research
U.S. 10-Year Real Rate A potential rise in U.S. real rates could cause the collapse of the AI bubble, leading to turbulence in the stock market. Overvalued AI companies facing declines could trigger widespread market instability, eroding investor confidence. Image: BofA Global Investment Strategy