S&P 500 Performance 12-Months After ISM Manufacturing Index Below 50 for Four Months Since 1950, the S&P 500 has rallied 12-months later, 80% of the time, after the ISM Manufacturing Index was below 50 for four months, with an average return of 12%. Image: Arbor Research & Trading LLC
The Value of Diversification – 60/40 Portfolio vs. S&P 500 This chart shows the return and volatility of a 60/40 portfolio vs. S&P 500. Image: Fidelity Investments
60/40 Portfolio – Bull and Bear Markets This is the longest bull market for balanced equity/bond portfolios in over a century, without a 10% total return drawdown. Image: Goldman Sachs Global Investment
Demographics – U.S. Inflation (CPI) vs. U.S. Population Aged 20-54 The population of 20-54s will start to increase and could therefore lead to a return to inflation. Image: Longview Economics
S&P 500 Performance Comparison – January-October vs. November-December Historically, when the S&P 500 has gained 20% from the January to October, the November-December return has been positive. Image: Arbor Research & Trading LLC
S&P 500 ETF (SPY) Average Daily Percentage Change by Weekday: 2019 On average this year, returns on Mondays were lower than every other day of the week. The weekend effect persists this year and is an anomaly. Image: Bespoke Investment Group
Distributions of Volatility by Countries This chart shows the average of 6-month rolling standard deviation of monthly returns over the last 10 years. Image: J.P. Morgan
S&P 500 Performance When the First Two Rate Cuts Are 25 Basis Points Over 40 years, the S&P 500 returns over 6 and 12 months were all positive when the first two rate cuts were 25 bps. Image: Ryan Detrick, LPL Financial LLC
Correlation Between S&P 500 Index and MSCI EAFE Index Since 1997, the high correlation between U.S. and international equity markets suggests that the MSCI EAFE may only offer a slight risk/return benefit as a complement to a U.S. equity portfolio. Image: First Eagle Investment Management, LLC
The Impact of an Inverted Yield Curve Great charts showing that a flat/inverted yield curve implies weaker U.S. GDP growth, lower equity returns, and higher volatility. Image: Pictet Asset Management