Months from final Fed cut to first Fed hike

https://www.apolloacademy.com/wp-content/uploads/2025/02/020725_Chart.pdf

Review of 2024 capital markets performance

https://pages.mckinsey.com/rs/473-ZYE-522/images/Review%20of%202024%20capital%20markets%20performance.pdf

S&P 500 forward EPS points to higher manufacturing ISM

https://www.apolloacademy.com/wp-content/uploads/2025/01/013125-Chart_v2.pdf

Total government pension spending as % of GDP

https://www.apolloacademy.com/wp-content/uploads/2025/01/013025_Chart.pdf

The DeepSeek correction in tech stocks has not changed the overall concentration problem in the S&P 500

https://www.apolloacademy.com/wp-content/uploads/2025/01/012925-chart.pdf

The evolution of asset allocation

https://www.apolloacademy.com/wp-content/uploads/2025/01/012825_Chart.pdf

Capital Market Assumptions

https://cdn.mysfers.org/uploads/2024/11/111324-07-Economic-Assumptions_Final.pdf

41% of revenue in S&P 500 companies comes from abroad

https://www.apolloacademy.com/wp-content/uploads/2025/01/011225-Chart_v2.pdf

Price-to-book ratio for the S&P 500 at record-high levels

https://www.apolloacademy.com/wp-content/uploads/2024/12/010624-Chart.pdf

S&P Select Industry Dashboard

https://www.spglobal.com/spdji/en/documents/performance-reports/dashboard-us-sp-select-industry.pdf

CFO optimism rising

https://www.apolloacademy.com/wp-content/uploads/2024/12/122724_Chart.pdf

S&P 500: High concentration continues to be a major problem

https://www.apolloacademy.com/wp-content/uploads/2024/12/122624_Chart.pdf

The bull-bear battles of 2025

https://www.newyorklifeinvestments.com/assets/documents/perspectives/gms-macro-pulse.pdf

Risks to global markets in 2025

https://www.apolloacademy.com/wp-content/uploads/2024/12/12-23-chart.pdf

A record-high share of investors think there is less than 10% probability of a crash in the stock market

https://www.apolloacademy.com/wp-content/uploads/2024/12/121824-Chart.pdf

AI-fueled a strong bear market rebound, but the bull is average

https://www.bny.com/content/dam/im/documents/manual/market-insights/ai_equity_impact.pdf

Global equity sector total returns relative to market (%)

https://www.invesco.com/content/dam/invesco/apac/en/pdf/insights/2024/december/invesco-uncommon-truths-how-will-we-know-AI-is-delivering-december-2024.pdf

French stock market significantly underperforming Germany and the US

https://www.apolloacademy.com/wp-content/uploads/2024/12/121024-Chart.pdf

Cyclically adjusted price earnings ratio at near-record-high levels

https://www.apolloacademy.com/wp-content/uploads/2024/11/112424_Chart_v2.pdf

Rule of 40 at work: revenue growth weights more; no US public SaaS company is expected to grow more 30%

https://www.silverpeakib.com/wp-content/uploads/2024/11/Silverpeak-Fundraising-MA-Briefing.pdf

Passive investing has helped increase S&P 500 Index concentration

https://www.apolloacademy.com/wp-content/uploads/2024/11/Passive-Investing-Paper-vF-112224_STAMPED.pdf

10 facts about retirement savings

https://www.apolloacademy.com/wp-content/uploads/2024/11/111424_Retirement_v2.pdf

Market forecasts are almost always wrong about the future path of the Fed funds rate

https://www.apolloacademy.com/wp-content/uploads/2024/11/111024-Chart-1.pdf

Modern Stock Market History - top 10 companies in different decades

 

https://www.cworldwide.com/media/y0qbjzfe/superscaling-in-the-2020s-and-beyond.pdf

U.S. ECM Activity

https://cdn.hl.com/pdf/2024/cm-ecm-october-2024.pdf

The number of funded TreasuryDirect accounts moved up when the Fed started raising interest rates

https://www.apolloacademy.com/wp-content/uploads/2024/10/102724-Chart.pdf

Profitable Indian companies perform better post IPO

https://www.morganstanley.com/im/publication/insights/articles/article_whyinvestinasianprivateequityindiaasapotentialbreakout.pdf

Global equity returns are basically all about NVIDIA

https://www.apolloacademy.com/wp-content/uploads/2024/10/102424-Chart_v3.pdf

 

Nonfinancial corporate business net interest payments near record low levels

https://www.apolloacademy.com/wp-content/uploads/2024/10/102324-Chart.pdf

US investors' current perspectives on the US economy and stock market

https://web-assets.bcg.com/93/6e/97fb572a42c79333b13af8285df1/investor-perspectives-series-q3-2024-download-october-2024.pdf

Russell 2000 more vulnerable when rates stay higher for longer

https://www.apolloacademy.com/wp-content/uploads/2024/10/102124-Chart_v2.pdf

Forward P/E ratio 21.8 implies 2.9% 3-year subsequent annualized return

https://www.apolloacademy.com/wp-content/uploads/2024/10/101824-Chart_v3.pdf

Foreigners hold a significant amount of US stocks and fixed income

https://www.apolloacademy.com/wp-content/uploads/2024/10/101724-Chart_v3.pdf

The share of Russell 2000 companies with negative earnings continues to rise

https://www.apolloacademy.com/wp-content/uploads/2024/10/101524-Chart_v2.pdf

Small cap, mid cap, and large cap: Percentage of companies with negative earnings

https://www.apolloacademy.com/wp-content/uploads/2024/09/0923024-Chart_v2.pdf

In focus: US exceptionalism extended - bullish US equity positioning lingers

https://cfsrating.com/user/download.aspx?TIPO=FLE&NOME=GOAL+Positioning_US+exceptionalism+extended+%E2%80%94+bullish+US+equity+positioning+lingers.pdf&FILE=OBJ09724.PDF

Three Truths about Revenue Growth

https://web-assets-pdf.bcg.com/prod/your-revenue-strategy-depends-on-your-starting-point.pdf

Digital: A Structural Long-term Theme

https://wocamc-prd-prelogin-s3-00.s3.ap-south-1.amazonaws.com/White_Oak_Capital_Digital_Bharat_Fund_Presentation_NFO_b8682daa16.pdf

Asset-class performance

https://www.dws.com/AssetDownload/Index?assetGuid=c9b118bf-aac0-48f3-9d0e-80836a7ff594&consumer=E-Library

Creating Value with GenAI in Asset Management

https://www.swissfundday.ch/wp-content/uploads/2024/09/Swiss-Fund-Day-2024-Creating-value-with-GenAI-in-Asset-Management-Henning-Soller-Maximilian-Fiedler.pdf

Key Themes for September

https://www.morganstanley.com/im/publication/insights/articles/article_thebeatsept2024.pdf

Tech & semiconductor valuations at extremes

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/a-severe-case-of-covidia-amv.pdf

Norwegian krone: Real exchange rate depreciation

https://www.apolloacademy.com/wp-content/uploads/2024/08/Why-is-the-Norwegian-krone-falling.pdf

Accessing the AI value chain via dividend paying stocks

https://am.jpmorgan.com/content/dam/jpm-am-aem/emea/regional/en/pdfs/pi-unlocking-global-equity-opportunities.pdf

Studying the typical bull market

https://institutional.fidelity.com/app/proxy/content?literatureURL=/9916648.PDF

Corporate earnings: The divergence between China and India is remarkable

https://www.apolloacademy.com/wp-content/uploads/2024/07/073024-Chart.pdf

Asset Bubbles of the Past 50 Years: Growth of $100

https://hamiltoncapital.com/wp-content/uploads/2024/07/CMR-Q2-2024-Final.pdf

Overall, we retain a neutral view on equities over a five-year horizon

https://www.wtwco.com/-/media/wtw/insights/2024/07/global-markets-overview-july-2024.pdf?modified=20240716152914

Small-cap earnings expectations down. Large-cap earnings expectations up.

https://www.apolloacademy.com/wp-content/uploads/2024/07/072224-Chart.pdf

Top 10 IPOs 2024 | Americas

https://www.pwc.co.uk/risk/assets/pdf/ipo/global/global-ipo-watch-h1-2024.pdf