Wednesday, March 6th, 2024 ⁠A topical newsletter from CIO Economics & Markets A newsletter for institutional investors, spotlighting news and trends in economics and markets. SPONSORED AD Research Which Sectors Have the Best Prospects for 2024, and Which Have the Worst? History shows that, in up markets, the three leaders for January and February go on to romp big-time, says savant Stovall. The three laggards, on the other hand …   Asset Allocation Water Utility Equities Could Be Strong Performers Amid Volatile Market Because the need for clean water is both universal and not close to being solved, publicly traded water utilities can be excellent low-risk investments. In-Focus Why Beaten-Up Oil Stocks Have a Good Future Renewables won’t take over for a while, the world’s population is expanding, and emerging economies are growing. Asset Allocation Managers’ Risk Appetite Bounces Back Sharply in February Investors see the U.S. macroeconomic environment at its most encouraging to equities in years, according to S&P Global. Market Moves Why Allocators Do Badly When Selling Stocks Placing too much emphasis on buying assets results in leaving money on the table once they divest, says strategist Ervolini. Asset Allocation Move Over, Magnificent 7, as Other Stocks Rise to Glory Prosaic financials and industrials perform like tech hotshots, Truist notes.      Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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