Tech Valuations
Tech Valuations Should investors be worried about tech valuations? Image: Financial Times
Tech Valuations Should investors be worried about tech valuations? Image: Financial Times
Tech Stocks – FAAMG vs. S&P 500 Are investors too complacent about antitrust risks? China’s anti-monopoly actions erased China Tech stock outperformance in just two months. Image: Goldman Sachs Global Investment Research
Valuation – 12-Month Forward P/E Premium (Discount) of Growth vs. Value Should investors favor value vs. growth, as the premium of growth companies reached all-time highs? Image: Goldman Sachs Global Investment Research
Total Equity Fund Flows vs. Global PMI Should investors expect more equity fund flows this year? Image: Deutsche Bank
Trade Weighted Dollar Futures Positions vs. USTWI Should investors expect a rebound in the U.S. dollar? Image: Deutsche Bank Asset Allocation
% Share of Rolling Three-Month ETF Inflows Investors favored risky assets over government bonds to end 2020. Image: Arbor Research & Trading LLC Click the Image to Enlarge
U.S. Real GDP and Fiscal Support Should investors favor risk assets in 2021, as additional fiscal support should provide a boost to growth? Image: J.P. Morgan Asset Management
Global Value Stocks Relative to Growth Stocks Is it time for investors to favor value stocks vs. growth stocks? Image: Financial Times
Quantitative Easing (QE) – Total Assets of the Federal Reserve Are investors facing a reality of QE to infinity and beyond? Image: BofA Global Research
S&P 500 Ten-Year Returns and Valuation Should investors expect anemic S&P 500 returns over the next 10 years? Image: Credit Suisse