Chart of the week

Showing 13–18 insights out of 100 results
Jul 26, 2024
By Research
2 minute read
Chart of the week

A challenged 60/40 highlights the need for alts

The 60/40 may have thrived in the past, but today, alternative investments appear better-positioned across these four key metrics.

Jul 19, 2024
By Research
2 minute read
Chart of the week

Cash left behind amid rapid market rotation?

Money market fund AUM is rising, even as yields decline, setting up an environment where investors could be subject to significant opportunity cost.

Line chart showing money market funds assets under management growing steadily since January 2023, from $4.9 trillion to just over $6.1 trillion as of July 2024. While investors have been plowing money into cash, Treasury yields have stepped down -55 basis points since mid-April. Declining inflation readings suggest cash could also become less attractive.
Jul 12, 2024
By Research
2 minute read
Chart of the week

U.S. middle market optimism outshines the world

This week’s chart examines the case for U.S. middle market firms, which expect a notably brighter future than their international peers.

Column chart showing the percentage of middle market firms by country that expect to generate higher profit growth over the next 12 months. U.S. middle market firms lead the way, with 70% of companies expecting higher profits compared a global average of 59%. Just 45% of firms in the European Union expect higher profits over the next 12 months compared to 56% of Asian Pacific firms, 58% of firms in the EMEA region and 63% of Latin American firms.
Jun 21, 2024
By Research
2 minute read
Chart of the week

Many advisors turn to alts to differentiate themselves

Allocating to alternative investments may help advisors set themselves apart and win new clients, according to an advisor survey.

Column chart showing advisors views on how allocating to alternative investments may benefit advisors. 83% of surveyed advisors think alts can help differentiate an advisor from their peers. 59% believe allocating to alts can help win new clients while just over half believe they can help gain wallet share from current clients.
Jun 7, 2024
By Research
2 minute read
Chart of the week

Diversification is key as the Mag 7 overshadows market

The Magnificent 7 tech stocks increasingly dictate the risk and return profile of the S&P 500, emphasizing the importance of diversification.

Line chart shows the steadily rising contribution of the Magnificent 7 to the monthly volatility of the S&P 500 as these stocks (Microsoft, Apple, Amazon, META, Invidia, Tesla and Google) represent 32% of the Index. Investing in the S&P 500 increasingly implies a bet on their performance.
May 31, 2024
By Research
2 minute read
Chart of the week

Negative equity risk premium highlights investor complacency

The current negative equity risk premium suggests markets may not be sufficiently compensating investors for today’s market and economic risks.

Line chart shows equity risk premium, a common way for analysts to decipher the level of excess return investors demand to assume equity market risk. It turned negative in 2H 2023, which may highlight a level of investor complacency as markets have rallied this year.
Showing 13–18 insights out of 100 results

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