Google parent Alphabet (GOOG), Microsoft (MSFT), and Tesla (TSLA) are among the magnificent seven members that have delivered fourth-quarter results. The cadre of high-growth mega-caps will be pivotal drivers of S&P 500 EPS for the final three months of last year and beyond.
Following scintillating runs by AI-related stocks in 2023, some market observers believe a cooling-off period could be in the cards. However, that doesn’t dent the long-term thesis for AI investing.
Good timing often helps some new exchange traded funds. And that was expected to be the case for the 10 recently launched spot bitcoin ETFs, including the Invesco Galaxy Bitcoin ETF (BTCO).
Prior to 2022, many retail investors likely eschewed buying individual Treasury bonds from the U.S. government. That’s because they didn’t offer much in the way of income.
Emerging markets debt proved sturdy in 2023. And more of the same could be on the way this year. That’s because fixed income investors are looking outside of the U.S. for elevated levels of income.
Registered investment advisors have long leaned on the 60% equities/40% fixed income portfolio structure. While it’s not perfect, it has served clients well, broadly speaking.
Amid expectations that the worst case scenario for interest rates this year is that the Federal Reserve will halt its tightening cycle, some fixed income investors may be inclined to take their eyes of floating rate notes (FRNs).