2020 Fund Flows: Active vs Passive, Thematic ETFs & More

Since bottoming out on March 23, 2020, the S&P 500 has climbed 75% on a total return basis, and the Bloomberg Barclays US Aggregate is nearly 6% off its low. Momentum in stocks has continued through January 2021, but recent jumps in Treasury Rates have slowed price appreciation of investment-grade fixed income. The calendar no … Continued

Monthly Market Wrap-up: December 2020

Welcome back to the Monthly Market Wrap-up from YCharts, where we break down the most important market trends for advisors and their clients every month. As always, feel free to download and share any visuals with clients, colleagues, or on your social media! Want the Monthly Market Wrap-up to be sent straight to your inbox? … Continued

Monthly Market Wrap-up: November 2020

YCharts welcomes you to the latest edition of our Monthly Market Wrap-up, where we break down the most important market trends for advisors and their clients every month. Feel free to spread the love and forward to a friend or colleague! To start receiving YCharts’ Monthly Market Wrap-up straight to your inbox, subscribe below: This … Continued

Monthly Market Wrap-up: October 2020

YCharts welcomes you to our inaugural Monthly Market Wrap-up, where we’ll break down the most important market trends for advisors and their clients every month. To start receiving YCharts’ Monthly Market Wrap-up straight to your inbox, subscribe below: As October 2020 came to a close, investors were spooked by the election, virus uncertainty, and presumably … Continued

September Slump Cools Investor Expectations: Fund Flows in Q3 2020

While the COVID-19 pandemic drove both equity and fixed income lower in the first quarter of 2020, a broad recovery took hold in the second and third quarters. Similarly, mutual fund flows continue to move toward bonds in record numbers. The chart below shows that through the end of Q3 2020, the S&P 500 Total … Continued

Economic Update — Reviewing Q3 2020

The bull market raged on in the third quarter of 2020, continuing the second quarter rally. Despite the Covid-19 pandemic keeping a tight grip on the global economy, the S&P 500 and Dow gained 8.9% and 8.2% respectively, while big tech drove the Nasdaq Composite up 11.2% in Q3 on a total return basis. Even … Continued

All Revenue is Not Created Equal with Brian Feroldi

FEATURING: BRIAN FEROLDI Revenue that is: 1) Recurring 2) High-margin 3) Recession-proof Deserves a MUCH higher P/S ratio than revenue that is: 1) One-time 2) Low-margin 3) Cyclical$MA is a good example of the former. $F of latter. Data by @ycharts pic.twitter.com/0REZHUcBTv — Brian Feroldi (@BrianFeroldi) September 21, 2020 Q: You’re constantly stressing the importance … Continued

Free Guide: How Do Presidential Elections Impact the Stock Market?

Are you or your clients wondering how U.S. presidential elections affect their investments? Every four years, uncertainty about the next president and their policies leads to further uncertainty for advisors and their clients. To help advisors understand the true impact of elections on the market, and effectively pass insights onto their clients, we studied every … Continued

How to Discuss New IPO Stocks with Clients

Is your client excited about new IPO stocks hitting the market, but you’re unsure about adding them to their portfolio? Considering the fanfare around major IPOs, they can be hard to ignore — but it isn’t always easy to decide whether to invest in one or not. While the potential to win big on a … Continued

Economic Update — Reviewing Q2 2020

The first quarter of 2020 was one of the worst on record for the US stock market, but the second quarter proved to be one of the best. In Q2, the S&P 500 was up 20.5%, the Dow climbed 18.5%, and Nasdaq Composite gained a staggering 30.9% on a total return basis. After the market’s … Continued