Tag: CFRA

Market Moves August 27, 2020

Rebound Rally Often Has a Dip—And That Would Come Around Election Day

A bouncing-back S&P 500 tends to drop by 5%, two-plus months after setting a new record, says CFRA’s Sam Stovall. Would this impact the presidential race?

Market Moves May 29, 2020

Stock Market’s Rise Doesn’t Jibe with Overvalued P/E, Stovall Warns

CFRA sage likens investors to an ‘irresponsible teenager’ borrowing against dubious future allowances.

Asset Allocation January 8, 2020

Why Wall Street’s Ho-Hum Reaction to Iran? Déjà Vu

Stocks haven’t suffered much or taken long to recover in past conflicts.

Market Moves December 3, 2019

A Nice November Portends a Great Market 2019 Finish, Says Stovall

Contrast the current situation with year-end 2018’s lousy showing.

Market Moves November 12, 2019

3rd Quarter Earnings Are Down, But not as Much as Expected

A 1% reduction is taking shape, with most companies already reporting, and things could’ve been worse.

Research October 10, 2019

The S&P 500 Keeps Singing the Sour Earnings Song

After two small drops in 2019’s first two quarters, CFRA sees a 4.2% net income dive for the third period.

Industry White Papers

Optimizing Pension Risk Transfer Timing and Execution Pension risk transfer transaction timing is always important — but now more than ever.

2020 Long-term Capital Market Assumptions Q3 Update

Investing in Real Estate, Look to New York—Here’s Why Capitalizing on near-term opportunities

2020 Long-term Capital Market Assumptions Q2 Update

Emerging Markets and Covid-19: Crisis or opportunity…or both? 2020 will be a challenging moment for Emerging Markets’ economies. But there will likely be a wide open Emerging Markets “door” that sees governments fall back on privatisation to bridge fiscal holes. In an environment of tight domestic monetary conditions and reduced cross border flows, the buyers of these assets have considerable advantage.

Meditations in an emergency Multi-Asset Strategist Adam Berger discusses the macro and market impact of the coronavirus and offers his "playbook" for the coming weeks and months, including thoughts on rebalancing and opportunistic investments.