Tag: S&P 500
Ned Davis Snubs Cash Investing, Lauds Stocks and Gold
Research firm overweights equities and bullion, amid pending rate drop.
Why Private Credit May Not Be as Good as It Looks
Factor in risk adjustments and fees, and this fast-growing asset class’s high returns get whittled down, an academic paper finds.
Pummeled Blackstone Real Estate Unit Seems Poised for a Revival
As redemptions dwindle, BREIT makes acquisitions and banks on falling rates.
Long-Ignored Dividends Will Rise, Says Jefferies
Stock buybacks are expected to shrink, leaving room for more payouts, the firm believes.
Solid 4Q Earnings Tee Up Expectations for Even Better Days Ahead
Projections are for corporate profits to really burgeon in 2024, despite some downbeat economic outlooks.
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 …
S&P 500’s P/E Is Actually Lower Than Official Number, BofA Says
Changes to the market’s makeup call the validity of the multiple into question—and allow for even more market advances, per strategists.
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.
Nvidia Shows ‘Em: Explosive Results Boost Nervous Market
Before the chipmaker’s earnings release, stocks had been down.
Move Over, Magnificent 7, as Other Stocks Rise to Glory
Prosaic financials and industrials perform like tech hotshots, Truist notes.
Bonds Should Climb Nicely in 2024, WTW Predicts
Dropping central bank rates will help a lot, with the 10-year Treasury total return rising as much as 13%, the firm contends.
Investors’ Interest Rate Expectations Unrealistic, per NEPC
After many years of low borrowing costs, too many people have the delusion that these will return, NEPC warns.
Market Cap Race: How Does Apple Stay in Contention With Microsoft?
The iPhone maker has flat revenue at best, while the software titan enjoys major top-line growth.
Goldman: US Is the Place to Invest in 2024
The nation’s stocks out-run everyone else’s, and should continue to, per the firm’s outlook.