Asset Allocation
Asset Managers Are Feeling Leery, BofA Survey Finds
The bank says its survey is the ‘least bullish’ since October 2020.
Tag: Economic Growth
Manager Selection
Get Ready for an Earnings Slowdown
Why Ned Davis says EPS, super-charged now, will decelerate.
Asset Allocation
Emerging Markets Look Poised for a Good 2021, Says Lazard
Rising interest rates this winter spooked EM stocks, which still significantly lag behind others.
Market Moves
Look Out: Higher Volatility Is Gonna Hit US, UBS Says
Virus jitters, higher growth and inflation, and a record-setting market will amp up the fear gauge, the bank warns.
Don’t Blame Inflation Jitters for Rising Treasury Yields, Bespoke Says
If anything, it’s the prospect of quicker economic growth, by the research group’s reasoning.
Pandemic Savings Are So Big They’ll Jet-Propel the Economy, Study Says
Some $2.9 trillion, hoarded by rich nations’ consumers, will fuel post-virus spending, Bloomberg Economics thinks.
Everybody Says Higher Interest Rates Are Coming … But When and By How Much?
There are three reasons why, after long dwelling at subterranean levels, the cost of money will eventually poke its head up.
Market Moves
How the Stock Market Will Forecast Who Wins the White House in 2020
Since 1928, an LPL study shows, if the S&P 500 is up three months before Election Day, then the incumbent party almost always triumphs.
Market Moves
GDP Growth Will Limp Along for the Next 10 Years, Says Moody’s Economist
In the most far-reaching pessimistic forecast yet, John Lonski blames productivity stagnation.
Market Moves
Earnings Recession Is a Non-Event: 1Q Results Are Flat
Strong economy overcomes predictions of a down quarter and may push up profits ahead.
Market Moves
Trade War May Bring Inflation, Fed’s Williams Warns
Expanded tariffs by both Washington and Beijing will affect ‘prices paid in stores,’ he says.
Buy-Side Firms Feeling Less Rah-Rah About Economic Growth
Sentiment survey finds positive sentiment drops to 48% from 67%.
Mixed Results for Hedge Funds at Mid-Year
Half of returns are positive, half negative, for an overall uninspiring performance.
Tax Cuts Are Powering Good Outlook for 2nd Quarter, Asset Manager Says
Delta Investment Management shows how lower IRS tab pumps up profit margins.