Search Results for: investor

Central Bank Balance Sheet Expansion and Local Stock Returns Central bank balance sheet expansion matters, but not as much as investors think. Image: Jeroen Blokland

Weekly Net Flows into Bond Mutual Funds and ETFs Bond funds benefit from record inflows, reflecting investor fears about the coronavirus’s spread. Image: Financial Times

Tesla vs. The 2000 Internet Bubble While investors are betting on Tesla’s success, this chart is not a prediction on where Tesla stock is heading. Image: Nordea and Macrobond

Cumulative Fund Flows into Global Equity Funds Institutional investors are back buying stocks. Image: J.P. Morgan

Bitcoin Price Crypto funds grow thanks to investor appetite. Image: Financial Times

Equity Positioning Indicators Equities positioning has continued to climb, as optimistic investors price in a global growth rebound. Image: Deutsche Bank Asset Allocation

Consolidated Equity Positioning Equities positioning are at their highest level in two years, as optimistic investors price in a global growth rebound. Image: Deutsche Bank Asset Allocation

AAII Bullish Sentiment 2009-2020 Optimism among individual investors is now the highest since October 2018. Image: Bespoke Investment Group

Valuation Expansion: Year-Over-Year Change in S&P 500 Forward P/E This chart suggests that investors shouldn’t expect valuation expansion this year. Image: BofA US Equity & Quant Strategy

U.S. AAII Sentiment Survey and S&P 500 This chart shows that market sentiment is important to contrarian investors. Image: Pictet Asset Management

BofA’s Fund Manager Survey Global Equity Allocation FMS investors allocation to global equities is still below 50% level, consistent with prior market tops. Image: BofA Global Fund Manager Survey