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US Equity Performance vs. the Rest of the World

US Equity Performance vs. the Rest of the World

10 Years Ended 31 December 2022

T. Rowe Price,  February 2023
Annual Returns of a Hypothetical 60 US Equity/40 US Fixed Income Portfolio

Annual Returns of a Hypothetical 60 US Equity/40 US Fixed Income Portfolio

20 Years Ended 31 December 2022

T. Rowe Price,  February 2023
Stock pickers’ paradise: market breadth is at a 20+ year high”.

Stock pickers’ paradise: market breadth is at a 20+ year high”.

Alexandra Morris, Investment Director
Skagen, 27 January 2023
The Bear Facts: Major U.S. Equity Sell‑Offs Since 1928

The Bear Facts: Major U.S. Equity Sell‑Offs Since 1928

Historical drawdowns of 15% or more in the S&P 500 Index*

Sebastien Page CFA,Head of Global Multi‑Asset ; Som Priestley CFA,Multi‑Asset Solutions Strategist
T. Rowe Price,  September 2022
Powell’s White Whale

Powell’s White Whale

The lagged effect of inflation.

Douglas R. Terry, CFA
Alhambra Investments, September 1st, 2022
Performance of US equities in the 1970s

Performance of US equities in the 1970s

Marko Gränitz (guest author), Stagflation, then and now
LGT, May 18, 2022
Recent Inflation Surges Have Modestly Affected Long-Term Expectations

Recent Inflation Surges Have Modestly Affected Long-Term Expectations

"Despite the historically high unexpected inflation, current revisions to long-term inflation expectations remain around 20 basis points, similar to the revisions in 2018 and slightly smaller than revisions in 2014."

J. Scott Davis, senior economist
Federal Reserve Bank of Dallas, April 05, 2022
Market Share Concentration by Firm: Active Management

Market Share Concentration by Firm: Active Management

Ivan “Butch” Cliff
Callan, Exclusive Callan Study Analyzes Investment Management Fees Paid by Institutional Investors, January 19, 2022
The bond crash in one chart:

The bond crash in one chart:

The Austria 100 years bond price is down almost 50% from its 2020 all-time-high...

Charles-Henry Monchau, Chief Investment officer
Syz Private Banking, Global Markets Weekly, 2 April 2022
US Fed Funds Target Rate vs. Wage Growth 

US Fed Funds Target Rate vs. Wage Growth 

Fed Pivot Becomes Fed Prayer

Franklin Templeton, Insights, Fed Pivot Becomes Fed Prayer, March 30, 2022
Energy Intensity: Consumption per Real Dollar of GDP : United States

Energy Intensity: Consumption per Real Dollar of GDP : United States

Peter van der Welle, Strategist SMAS
Robeco, Monthly Outlook, 08 March 2022
Stock markets usually fall before war breaks out, not afterwards

Stock markets usually fall before war breaks out, not afterwards

Professor Dr Bernd Meyer, Chief Investment Strategist & Head of Multi Asset
Berenberg Markets - Monitor, 28 February 2022
Profits rather than valuations have been driving returns in 2021

Profits rather than valuations have been driving returns in 2021

Sean Markowicz, CFA, Strategist, Strategic Research Group
Schroders, Schroders Equity Lens: your go-to lens on global equity markets, 21 January 2022
S&P vs USTs (Risk Adjusted)

S&P vs USTs (Risk Adjusted)

Imbalances: US equities have lost c. 75% of their value vs bonds from 1971 until 2016

Hugh Hendry
Eclectica Asset Management, 2016
Exposure of European company revenues

Exposure of European company revenues

"This structural trend in Asia, particularly China and India, is one which European companies have increasingly grown exposure to over the past three decades."

Niall Gallagher, Investment Director, European Equities
GAM Investments, GAM Active Equity Series: Innovative Alpha Generation, 21 September 2021
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