The Case for a Good 4th Quarter in the Market
Final period is the strongest, especially when the S&P 500 is up over 15% for the year, LPL’s Detrick says.
Tag: Stock Market
How Impeachment Could Hurt the Stock Market
Wall Street believes that investors care only about the economy, which still seems pretty good, not politics. What if they intersect?
Hooray, LDI Is Progressively Making Corporate Pension Portfolios Less Risky
Fixed income now is their largest asset class, but this comes with a caveat. Sliding interest rates might thwart further improvements.
Alternatives Investors Say Equity Markets Have Peaked
The majority also believe private equity, real-estate markets are overvalued.
Market Moves
So the Federal Reserve Doesn’t Care About the Stock Market? Baloney
Fed Chairman Powell’s words belie the official mandate, State Street’s Arone finds.
Market Moves
Oh, Swell: August Is the Worst Month for Stocks
Bad things tend to happen this month, which tank the market, LPL’s Detrick warns.
Risk
Church of England Pensions Board Mulls How to Turn Around Loss
Fund suffered 2.6% loss in 2018, with a plunge in stock holdings.
Research
Hedge Funds Roar in 2019’s First Half
Equity strategies help steer the ship to best H1 gains since 2009.
Market Moves
So, the Bull Market Will Keep Going. No, It Won’t
Optimists and pessimists butt heads amid outflows from equities.
Why Private Equity Amps Up Takeovers of Public Companies
After hitting low point post-crisis, take-private deals surge amid torrent of new PE investments.
GDP Forecasts for 2nd Quarter Show Deceleration
But latest estimates indicate slight improvement from previous calls.
Market Moves
Greenspan Says Expanding Entitlements Will Squelch Economic Growth
Former Federal Reserve chief warns that huge obligations will crowd out needed capital spending.
Market Moves
Warren Buffett: Wrong-Headed Hypocrite on Foreign Stocks?
The investing legend has long advocated domestic shares. But are they always the best bet? And why did he buy Israel’s Teva, anyway?
Value-Growth Gap Widest in 70 Years, Study Says
AB Bernstein says this means now is a great time to buy cheap stocks, awaiting their time to romp.