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September 2020

Significant difference in Sector Weights of U.S. and developed international stock indices

There are significant differences in the sector exposures of U.S. and developed international stock indices. U.S. investors may consider looking abroad as a way to diversify their portfolios.

September 2020

Correlation of small and large cap returns in the S&P 500 at a low

The 30-day correlation of the S&P 500 market cap and equal weighted indices has fallen to an all-time low as the returns of smaller and larger companies has diverged.

September 2020

Technology stocks continue to outperform

Due to the continued outperformance of Technology stocks, the ratio of the S&P 500 Information Technology Index to the S&P 500 is approaching levels last seen during the Tech bubble.

August 2020

The S&P 500 sees new record highs since bottoming in March

The S&P 500 has seen new record highs since bottoming on March 17th, with nearly half of stocks returning over 50% during that time period.

August 2020

2020 Government debt levels have surpassed previous high

The debt-to-GDP ratio of Advanced Economies is unprecedented – 2020 debt levels have surpassed the previous high seen during World War Two.

August 2020

Equity Indices Becoming More Concentrated

Over the past five-years, the concentration of several equity indices has grown substantially. The weight of the top ten names in the Russell 1000 Growth Index doubled from 22% to 44%.

August 2020

Commercial Bankruptcy Filings This Year

Nearly 7,500 companies are on pace to file for bankruptcy protection this year, as businesses struggle to deal with the challenges posed by lockdowns and economic uncertainty

August 2020

Q2 2020 corporate earnings miss estimates

Amid uncertainty surrounding economic conditions and corporate performance, the percentage of S&P 500 companies with EPS off 50% or more from estimates has risen substantially

July 2020

Percentage of investors who liquidated their holdings during COVID uncertainty

Having a plan and sticking to it is critical for investors to navigate turbulent periods in the market.

July 2020

S&P 500® Level vs. 1-Year Forward EPS Estimate

Following the first quarter sell-off, the S&P 500 has continued to climb higher even though one-year forward earnings estimates have been revised lower amid elevated uncertainty.

July 2020

Quarterly Returns When S&P 500® Was Up 15% Or More

Prior to Q2 2020, the S&P 500® has had eleven quarters with a 15% or greater total return since 1950. The following quarter’s return averaged 7% and was positive ten of eleven times.

July 2020

Risk Asset Classes Rebounded in Q2 2020

Following a tough first quarter, Q2 2020 saw many risk asset classes experience their highest quarterly returns in at least a decade.


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