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How similar will the next three or five years look from the years that immediately preceded the pandemic? And what are the implications for us as global equity investors? We don’t expect anything like the hyperinflation and stagflation we experienced in the 1970s; our outlook s...
In this article, I start by explaining why I haven't added to Apple since last year using my macroeconomic view. While stock price weakness isn't fun, investors can use better prices to get access to one of the best dividend growth stocks on the market. Apple is sitting on a load ...
Value continues to trounce growth stocks within the style asset class across all market caps, and the longer-term returns tell us that growth might continue to lag for some time. It’s impossible to say how long the style “alpha” will be sustained. Growth stocks ha...
Our macroeconomic forecasting team assesses how the war and latest survey data have altered the economic outlook, policymaking and recession risks. Global growth was dragged lower, principally by steep contractions in Russia and mainland China. Barring the initial COVID-19 outbreak, M...
agilon health is one of the "new" healthcare plays which went public last year employing innovative and ethical business models. This is to be applauded, but while topline traction is solid, losses are huge and are reverting for the worse in 2021. Despite a significant pullback fr...
The map of the Asset Allocation Committee’s market views is a buzz of activity this quarter. Coming into 2022, we anticipated slower growth compared with the steep recovery levels of 2021 and inflation that was declining but persistent—and problematic due to its origins ...
With oil prices spiking and investors avoiding volatile names, only a few themes have worked: energy and defensive stocks. With economic growth likely to slow and earnings growth harder to come by, companies able to grow earnings should garner renewed interest. To the extent reces...
Apple reported a solid FQ2 card but delivered weak Q3 guidance due to COVID headwinds in China. As a result, AAPL stock sold off post-earnings. However, a closer look at its price action suggests a bull trap had formed before its Q2 earnings. Therefore, the sell-off could continue unt...
The debate between high yield and dividend growth investors is fascinating and I try to service both sides. In today's article, I discuss a case of high dividend growth. Moody's business is currently suffering from uncertainty, but the long-term growth trend is based on double-digit E...
We believe the conflict in Ukraine may turn out to be less critical for equity markets than the upcoming turn we anticipate in the economic growth cycle. In the near term, we expect the S&P 500 Index (S&P 500) to continue to recover from its March trough. We expect the dis...
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2024-07-18 04:20:00 ET The S&P 500 not only confirmed a bull market earlier in the year, but it also delivered a very solid first half. The index rose by double digits, marking one of the best such periods in the past 25 years. This year's first half was the fifth best during that t...
2024-06-24 12:04:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...