Search Results for: investor

Bond Yields and Rotation Trade Higher yields are good news for investors. According to BofA, the bull story next year is a reopening rotation story. Image: BofA Global Investment Strategy

Money Markets and Risk Assets Should investors expect more upside for stocks, as a wall of money supports risk assets? Image: BofA Global Research

U.S. Interest Rates – Velocity of MZM Money Stock and Natural Rate of Interest Should investors expect low interest rates for a long period of time? This chart helps to explain the secular trend for U.S. interest rates. Image: Fidelity Investments

Emerging Market Stocks Are emerging markets the new haven for investors? Image: Morgan Stanley Wealth Management

Quantitative Easing (QE) – Quarterly Pace of Central Bank Purchases Should investors worry about QE fading? Image: BofA Global Research

Global Aggregate Negative Yielding Debt The amount of global debt with negative yields jumps to $17.05 trillion, an all-time high, as investors rush to safety in government bonds. Image: Bloomberg

Performance – High Growth Investment Ratio Basket Will investors continue to reward companies that invest for growth? Image: Goldman Sachs Global Investment Research

AA Returns Next 4 Years under S&P 500 and 10-Year U.S. Treasury Assumptions Investors should expect much lower returns over the next 4 years, unless the S&P 500 can rally to 5,800. Image: BofA Global Investment Strategy

Performance – S&P 500 vs. Basket of 30 Equities Expected to Benefit from a Biden Win Biden longs outperformed in the equity market, as investors are betting on a potential Biden election victory. Image: BofA Global Research

Treasury Bond Future – 10Y and 30Y Futures Positions Short positioning in 30-year futures has reached extreme levels, as many investors expect a Democratic sweep and a steeper curve. Image: Deutsche Bank Asset Allocation