The 14 Charts that Defined 2021 with Josh Brown and Friends

YCharts hosted Josh Brown, founder of The Compound YouTube Channel and CEO of Ritholtz Wealth Management, to discuss The Charts that Defined 2021. Armed with perspectives and charts from top advisors, commentators, and #FinTwit leaders, we broke down 14 major investing themes that shaped 2021 and what they mean for the year to come. And … Continued

Fixed Income, Equity-Blend Funds Top Q3 2021 Fund Flows

The chart below shows that through the end of Q3 2021, the S&P 500 (^SPXTR) was up 15.9% including dividends, the Bloomberg US Aggregate (^BBUSATR) fell 1.6%, and the Bloomberg Barclays Global Aggregate (^BBGATR) dropped about 4.1%. Mostly moving in tandem, US bonds diverged from their global counterpart in early Q3, refusing to go lower … Continued

Value vs Growth: Current Trends, Top Stocks & ETFs

The value versus growth stocks debate is never-ending. Value stocks mounted a comeback in early 2021 as the world “reopened” and interest rates were rising, but the sea change appears to have been short-lived. After just about 4 months of underperformance, growth stocks regained the lead.  Zooming out, from the COVID-induced market downturn through the … Continued

Strong Start Boosts Confidence: Q1 2021 Fund Flows

With another year come and gone (in the case of 2020: hoorah!) and a new president inaugurated, 2021 leapt off the starting blocks with both a rising stock market and interest rates shooting higher. In response, assets flowed to equity and bond funds alike. The chart below shows that through the end of Q1 2021, … Continued

Monthly Canada Market Wrap: March 2021

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

Monthly Market Wrap: March 2021

Welcome back to the Monthly Market Wrap 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 and colleagues, or on social media. Want the Monthly Market Wrap sent straight to your inbox? Subscribe below: … Continued

How to Visually Explain the Rise in Treasury Yields

Treasury rates are on the rise, and yield-hungry investors are making moves to satisfy their appetites. The 20-Year and 30-Year US Treasury Rates are now higher than the S&P 500 dividend yield, but the opposite was true for most of 2020. Yielding slightly more than 2%, both these long-term rates are back to levels seen … Continued

21 Stock Market Trends to Watch in 2021

Back in December, we teamed up with Josh Brown, CEO of Ritholtz Wealth Management, to bring you Hindsight on 2020: Charts of the Year. Together, along with insights and perspectives from top advisors, investors, and #FinTwit leaders, we recapped the most noteworthy market trends of 2020—and why they happened—all in one memorable webinar. With 2020 … Continued