LPL: Is Gridlock Good for the Markets
Is Gridlock Good for the Markets? This question is being asked a lot following last week’s midterm election results, in which the Republicans held onto the Senate and the Democrats claimed control of the House. In one sense, these results may not matter for U.S. stocks. As shown in LPL’s Chart of the Day, stocks […]
John Hancock: Weekly Market Recap Week Ended November 9th
November’s strong start The S&P 500 and the Dow both gained more than 2% for the second week in a row, recovering much of the ground lost in October’s sharp decline. However, technology stocks continued to lag the broader market, and the NASDAQ trailed other major indexes by a wide margin. Yield watch Bond […]
BlackRock: Global Investment Outlook Q4 2018
We revisit our 2018 investment themes and take a deep dive into the prospects for emerging market (EM) assets after an unexpectedly drawn-out selloff. Click to read more
PGIM: Fixed Income Fourth Quarter Outlook
PGIM Fixed Income shares key insights about the bond market in the fourth quarter of 2018 Each quarter, PGIM Fixed Income publishes an outlook describing their views on the economy, as well as their expectations for sectors within the bond markets. Here’s where they see value (and where they don’t) in the coming quarter. Standing […]
Alliance Bernstein: From Beta to Alpha
WHY IT WILL PAY TO BE THE LAST ACTIVE INVESTOR STANDING Passive equity strategies have seen massive inflows over the last decade, in part because of active management’s struggles. But the pendulum seems to be swinging back toward active today—and leaving active out of the equation could be leaving money on the table. Click to […]
LPL: What Happened Last Week Has Bulls Smiling
What Happened Last Week Has Bulls Smiling Posted by lplresearch What a difference a week can make. Last Tuesday the S&P 500 Index closed at a new five-month low and there were many growing concerns. From China trade issues, to peak earnings, to slowing global growth, to a potential Federal Reserve policy mistake—the list added […]
John Hancock: Weekly Market Recap Week Ended November 2nd
Bruising October A rally over the final two days of the month took only a little of the edge off the U.S. stock market’s worst October performance since 2008. The 6.9% decline in the S&P 500 was the biggest drop for any month in seven years, leaving the index with only a tiny gain over […]
Charles Schwab: What to Expect in a Bear Market for Global Stocks
Key Points Stock markets around the world seem to be retracing their usual late cycle path and may be signaling a recession and bear market right around the corner, as you can see in the chart below of the MSCI World Index. If so, it may be worth looking back at what a typical recession […]
Goldman Sachs: 10 Thoughts on the October 10 Market Selloff
Overview On October 10, global equity markets tumbled, led by the US, with the S&P 500 Index declining -3.3%. The VIX Index—a measure of US equity market volatility—spiked above 20 to its highest level in six months. The event was US equity market centric, while the response in other assets and regions was relatively modest. […]
LPL: A Silver Lining
It’s been a rocky ride so far in October, but there is a silver lining. “Incredibly, the S&P 500 during a midterm year has never finished lower if you bought the October low and held till the end of the year,” explained LPL Senior Market Strategist Ryan Detrick. Of course, no one can pick a […]