Capital Group: Guide To Stock Market Recoveries
If market declines make you nervous, you’re not alone. But while bear markets can be extraordinarily difficult, they also can be moments of opportunity. Investors who find the courage and conviction to stick to their long-term plans have often been rewarded as markets bounce back. We hope this article can help you regain […]
Franklin Templeton: Running Of The Bulls
Equity markets have rallied since October, but the Franklin Templeton Investment Solutions team thinks markets have run ahead of both current and expected growth. Learn why—and what it may mean for investors. Key Points: Source: https://www.franklintempleton.com/articles/2023/multi-asset/running-of-the-bulls
John Hancock: Weekly Market Recap Week Ended July 21
Fed waiting game After moving sharply higher and then lower in the first half of July, government bond yields held steady in the latest week as investors looked ahead to a U.S. Federal Reserve meeting that concludes on Wednesday. The Fed was widely expected to lift its key benchmark rate by a quarter percentage point […]
LPL: Implications Of A Weaker Dollar
Key Takeaways: Dollar Decline Continues Easing pricing pressures in the U.S. continue to create headwinds for the DXY. This week’s June CPI report showed core inflation ticked up only 0.2% in June, marking the smallest monthly increase since August 2021. The annual core inflation rate (excluding food and energy)receded from 5.3% to 4.8%. […]
Global X: Emerging Markets Outlook 2023 Midyear Update
The first half of 2023 has brought a bumpy road of positive performance to emerging market (EM) equities. The year began with a bang, as global allocators bought the headlines around China’s reopening but then slowed down as immediate economic data disappointed lofty expectations. However, the key theses are still in play, in […]
John Hancock: Weekly Market Recap Week Ended July 14
Inflation relief A midweek report on U.S. inflation gave the stock market plenty of lift, as the government’s Consumer Price Index fell to an annual rate of 3.0% in June, the lowest level since March 2021. The rate has steadily dropped since peaking at a four-decade high of 9.1% in June 2022. A separate […]
John Hancock: Three Themes Shaping Asset Allocation in H2 2023
From a regional bank crisis to default fears, the first five months of 2023 has been anything but quiet. As we head into the second half of the year, we take a look at key themes that could affect risk markets and investment returns. A very busy six months The first half of 2023 may […]
Putnam: Market Performance When The Fed Pauses
After embarking on a rapid tightening cycle in March 2022, the Federal Open Market Committee (FOMC) appears poised to pause their interest rate hikes in the middle of this year. The Fed increased the federal funds rate from 0%– 0.25% in early 2022, to 5.00% ¬–5.25% as of its […]
John Hancock: Weekly Market Recap Week Ended July 7
Yields surge Renewed worries about the outlook for more interest-rate increases sent yields of U.S. government bonds higher for the second week in a row. The yield of the 10-year Treasury bond climbed to 4.05%—the highest level in […]
LPL: Second Half Setup
Key Takeaways: Climbing the Wall of Worry To say stocks have had an impressive first half is an understatement. The S&P 500 shrugged off rising recession alarms, elevated inflation, global monetary policy tightening, including 75 basis points of additional rate hikes from the Federal Reserve […]