SPDV News and Press, AAM S&P 500 High Dividend Value From 05/03/24

2024-05-03 04:50:00 ET Summary The outlook for earnings growth remains fairly positive, but much of this is already in the price. While it’s clear, there are some shorter-term headwinds facing risk assets over the coming few months. There is every chance markets continu...

2024-05-03 03:20:00 ET Summary The current macro backdrop is slightly atypical for an impending Federal Reserve easing cycle - growth and labor markets remain strong, while inflation levels are elevated despite progress over the past year. The policy backdrop is also notable as Fe...

2024-05-02 05:40:00 ET Summary First quarter earnings are tracked well thus far, but rate-sensitive industries continue to face headwinds. Berkshire Hathaway’s Q1 results will be released at its annual shareholder meeting this Saturday. Costco's same-store sales figures...

2024-04-30 05:25:00 ET Summary Many financial markets hit record highs in the first quarter of 2024. The S&P 500 Index of stocks of large US companies hit a record high late in January, leading to its best first-quarter performance since 2019. Although the annual rate of i...

2024-04-23 10:35:00 ET Summary The last 12 months have been difficult for equity income investors. The top 20% of dividend-paying stocks in the S&P 500 Index have returned 13.5% in the 12 months through March. High-yielding stocks are positioned to perform better over the ...

2024-04-23 07:15:00 ET Summary SPY has been on a very strong run recently. However, the outlook is very bearish right now. We detail four reasons why we rate SPY a Sell right now. The SPDR S&P 500 ETF ( SPY ) has been on a tear lately, generating very impress...

2024-04-22 13:45:00 ET Summary Style regimes constitute one of investors’ largest risk factors, second only to overall equity exposure. After 15 years of dominance of the growth style, the return of intra-market volatility has prompted renewed interest in cyclical rotations...

2024-04-22 08:35:00 ET Summary Investors face a challenging landscape with fiscal dominance pushing bond yields and inflation, while geopolitical turmoil disrupts markets. Rising interest rates aim to curb inflation but can hurt stock valuations and bond prices. In my opinion,...

2024-04-16 11:00:00 ET Summary The initial market reaction to Iran's attack on Israel was measured, with S&P 500 Index futures trading up 0.3%. Historically, geopolitical events have generally led to modest selloffs in equity models and a flight to safety in bond markets, with...

2024-04-13 03:00:00 ET Summary The S&P 500 established its last record high on the last Thursday in March, right before the long Easter weekend. Since then, stocks have bounced around – with a bit more volatility than we’ve been used to seeing lately – in ...