Decomposition Of U.S. Equity Returns Over Time - Is It Different This Time?
Large US equity rallies in 2023 & 2024 have been driven mainly by valuation expansion, which accounted for almost three-fourths to more than half of total return in 2023 & 2024.
U.S. equity funds gain sharp inflows despite tariff concerns
Investors increased their holdings in U.S. equity funds over the week to February 26, buoyed by confidence in the economy's ...