Nvidia Shows ‘Em: Explosive Results Boost Nervous Market
Before the chipmaker’s earnings release, stocks had been down.
Before the chipmaker’s earnings release, stocks had been down.
Odds are that improved economic news will slow rate declines, but that may not be much of a tonic for stocks, says LPL.
An OECD report details how rough last year was for global funds, although the U.S. was protected slightly by a strong dollar.
Already a trope in transition, the traditional portfolio had a rough 2022, so modern-day allocators must evaluate all potential paths forward.
Almost half are slowing and one-third are lowering exposure to stocks and other risk assets, per CoreData.
Class of 2023 Knowledge Brokers give their thoughts on allocation strategies in a higher-interest-rate world.
At a Franklin Templeton webinar, finance chiefs describe corporate America’s strengths.
The price swings on government paper these days are ‘extremely elevated,’ according to the Bespoke Investment Group.
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.