FITE News and Press, SPDR S&P Kensho Future Security From 03/16/22

Lockheed Martin (LMT -6.5%) ranks among the day's three biggest losers on the S&P 500 after Bloomberg reported the U.S. Department of Defense plans to buy fewer F-35 fighter jets in FY 2023. The U.S. has been taking 60-85 F-35s per year, and foreign governments could pick up any slack fro...

Emerging Markets are outperforming the rest of the world, due in large part to windfall profits in the commodities-exporting countries of South America and the Middle East. If you want to follow the money, this is a good place to start. Money has been flowing out of tech, consumer dis...

We think that the inflection point is now. The past 18 months have accelerated the use of technology both on the consumer and business side - whether it’s in e-commerce, digital banking, or clean energy. Companies that do not have sunk capital in legacy business models are ofte...

Russia's invasion of Ukraine sent shares of defense contractors like Raytheon (NYSE:RTX) sharply higher, as investors bet that escalating geopolitical tensions would lead to ramped-up military spending. With the stock hovering off its 52-week high, does RTX still represent a buying opportunit...

The most recent sanctions are wreaking havoc on global financial markets. The Russian ruble is also plunging, and the Russian economy is being squeezed. Most global equities are also down since the start of the war, and with investors on edge, volatility is spiking. The effects of thi...

Russia’s invasion of Ukraine, the biggest conventional military attack in Europe since World War II, has wide-ranging implications for economies and markets around the world. Disruptions from this war and the higher energy prices that result could significantly dampen Europe&#x...

Following the headlines regarding Russia’s invasion of Ukraine, our thought leaders have come together to outline potential macro impacts tied to these recent events. Our Senior Investment Strategy Advisor, Jeremy Siegel, believes the dominant theme for the markets over the com...

One of the simplest but most important lessons an investor can learn is this: capital follows returns; returns don’t follow capital. Money comes into a sector only after it has had a terrific run in terms of investment performance. Furthermore, that influx of new money nece...

Non-U.S. markets, including EM, DM, and Asia, are outperforming the U.S. markets after underperforming last year. After slightly underperforming growth last year, value is where the money is flowing. With the economy still in growth mode, cyclical stocks should do better than defe...

The price of government bonds, particularly those with shorter maturities have declined considerably over the past seven months. Growth rates and future earnings are inextricably connected. Value companies often command much lower price to earnings ratios. For further detail...