Chart of the week

Showing 31–36 insights out of 328 results
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 28, 2024
By Research
2 minute read
Chart of the week

As CRE supply pressures ease, is optimism ahead?

New commercial real estate deliveries are set to plunge in 2025 and beyond, setting the stage for an improved sentiment in the near term.

Column chart showing net new commercial real estate deliveries by year, stacked by property type (multifamily, industrial, retail and office). New supply is forecasted to peak in 2024 after which CRE supply plunges in 2025 to the lowest level of the past decade, driven by waning multifamily and industrial deliveries.
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 14, 2024
By Research
2 minute read
Chart of the week

Private equity has historically outperformed public markets

The Magnificent 7 makes all the headlines, but private equity has quietly outperformed the S&P 500 over the past 5-, 10-, 15- and 20-year periods.

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.
Showing 31–36 insights out of 328 results

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