Market Moves
Expect a Market Correction, Sam Stovall Warns
A bunch of indicators like high sector P/Es and king-sized margin debt suggest one is on the way, stock savant says.
Tag: S&P 500
Asset Allocation
Mortgage Securities Deserve a Bigger Place in Pension Portfolios, DoubleLine Says
They have lower volatility and often better returns than corporates, a study by the Gundlach firm concludes.
Market Moves
Here’s the Case for Market Optimism, Built on a Virus Retreat
Commonwealth’s McMillan lays out the road back to normal. Hey, investors seem to agree.
Market Moves
Why Joe Biden’s First Year Might Fall Short in Stock Market Terms
Historically, a new president’s initial year is not a barn burner, LPL stats show.
Market Moves
Biden Logs Best Market Showing Between Election and Inauguration
Big question: Will it keep going? Herbert Hoover’s showing was pretty good, too.
Asset Management Culture
Rebound for AUMs among Top 10 Hedge Fund Trends
Consultants Agecroft Partners say that a turnaround in overall hedgie results is bringing a brighter picture.
Index-Besotted Institutions Miss Out on Good Deal: Stock Pickers
Sure, passive beats active hollow overall, but ferreting out the market beaters is worth it. Some pension funds heartily agree, some really don’t.
Market Moves
Oil Appears Ready to Break Out of Its Price Rut
Opportunity awaits for investors while crude is stuck in ‘virus alley,’ say strategists.
Market Moves
Will a Santa Claus Rally Grace This Yuletide?
Forget the 12 days of Christmas: Today marks the beginning of the traditional year-end market jump, LPL says, if it happens.
Market Moves
Market Already Has Priced in Good 2021 Earnings, Says Moody’s
Profit forecasts are heady for next year, after 2020’s bust. But it won’t boost stocks much, John Lonski says.
Alternatives
Hedge Funds Finally Nose Past the S&P 500
After too many years of drag-butt performance, they’ve taken advantage of a volatile 2020.
Market Moves
December Should Be OK, Just Not Its Usual Top-Tier Self
Muted market gains this month, strategists say, are overshadowed by blow-out earlier months.
Will the Wheels Come Off the Market in 5 Years?
Doubts rise that stock’s boffo performance will keep rolling through 2025, although almighty tech might let it maintain some momentum, savants say.
Market Moves
Finally, Financial Stocks Are Poised to Rise, Says Credit Suisse
A better economy and higher interest rates should propel the woebegone sector in 2021 and 2022, it argues.
Market Moves
‘No End in Sight’ to Government Spending, Gundlach Says
Bond King says that output will bring much more Treasury issuance, and the Fed’s buying a lot of it.