When the S&P 500 advances more than 20%, as it did in 2023, history says it will climb an average 10% in the next year, an investment sage finds.
The mega-cap tech giants appear invincible. But things always change in the market.
By measuring employee morale and other people-centered influences on share prices, fledgling ETFs have beaten benchmarks—and attracted a large SWIB position.
An OECD report details how rough last year was for global funds, although the U.S. was protected slightly by a strong dollar.
Lower rates, domestic orientations and history could produce a turnaround, Lazard says.
Market-wide forces are impacting the high-flying shares, which have led the S&P 500 all year.
Historically, when the sector’s P/Es are this high, its market performance flags over the next 12 months, per Jack Ablin.
Almost half are slowing and one-third are lowering exposure to stocks and other risk assets, per CoreData.
The S&P 500’s EPS had three down quarters in a row, but now analysts are growing more optimistic.
Why emerging markets, now in the doldrums, will come back, per Lazard.
A host of macro problems leave PE fund investors with just small gains.
Their case: The once-sclerotic economy now offers good investment value and a new, shareholder-friendly spirit.
Washington dysfunction, fear of the Fed and a host of other anxieties haunt the markets.
The company’s key product, the latest version of which will be unveiled Tuesday, has boosted the stock in the past.