When double-digit market growth precedes the 9th month, good things tend to follow for investors, according to LPL and BofA.
They describe how higher rates have elevated the once-ignored asset class into a vital position.
A report sees higher rates and a weakening economy pushing firms into bankruptcy or restructurings.
The industry also is expanding its exposure to stocks and alts, amid rising rates.
In 2035, emerging markets will gain a slight edge, and they will have a clear lead by 2050: 47% to 27% of global capitalization.
The deposit flight has halted, and lending hasn’t suffered, the firm notes.
Impact investing and longer-duration bonds are on the buy list, says Nuveen.
Goldman’s Michael Moran warns against complacency and issues some warnings.
After a punishing 2022 ended on a slight upswing, allocators posted a 4.1% increase in this year’s first period, per a Northern Trust study.
Economist and Wharton School professor Jeremy Siegel likes stocks as the safest investment this year.
Cyclical stock sectors re-take the lead, but with deliberation, as earnings weaken.
Maintaining a position just short of a recession is almost impossible to do, the research shop says.