In this video, Chuck Carnevale, Co-founder of FAST Graphs, a.k.a. Mr. Valuation provides a detailed analysis of seven stocks in the Communication Services Sector, focusing on their valuation, growth potential, and dividend yields.
Municipal bonds posted their best performance of the year, and we believe municipal credit conditions remain strong.
Treasuries rallied along with global bonds, sending benchmark yields to multi-month lows, as traders bet the world is entering a new, disinflationary period by wagering on more interest-rate cuts next year.
The economics teams looks back at the most significant stories we covered during 2023.
Today's uncertain economic climate is putting particular pressure on four market segments. Here's what to watch out for in the months ahead.
If the prices of the magnificent seven outperformed their fundamentals, it will be much harder for a repeat performance in 2024.
In the same way that a swimmer can make the biggest splash by jumping off of a higher diving board, so too fixed income asset returns can appear prospectively most attractive after a prolonged back up in rates.
Over the last few months, we have highlighted that the Fed should be done with its tightening cycle based on real-time, high-frequency data that suggested that economic growth and inflation were cooling.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will analyze the healthcare sector stocks and discuss the value of different companies within it.
We are shrugging off geopolitical risks. Not only the latest war in Israel, but Russia and Ukraine. The market is still pricing in some Fed cuts next year.
The US Federal Reserve and its chair, Jerome Powell, are betting that they can have the best of both worlds — that they’ll be able to defeat excessive inflation without forcing the economy into recession.
BlackRock’s Rick Rieder said that market expectations for the Federal Reserve to begin cutting interest rates in March are likely too early.
For multi-asset income investors, adapting portfolios for equity defense, credit potential and duration exposure should be on the docket for 2024.
Markets cheered a “dovish” December Federal Reserve meeting, seen as an early gift to investors. But has the battle against inflation been won? Franklin Templeton Fixed Income CIO Sonal Desai weighs in.
Earlier this year, many industry observers and investors were expecting an imminent slowdown with markets. But with rates coming back down and the risk outlook improving, the outlook on fixed income has improved.
Just one month after setting a 2024 target for the S&P 500, Goldman Sachs Group Inc. strategists increased their forecast as the year-end rally shows no signs of abating.
Jerome Powell didn't exactly say "mission accomplished" last week, but that's largely what the markets heard on Wednesday.
In October, the markets were down 10% from the July high, bond yields were touching 5%, and talk of a coming recession was rampant. What happened?
Starting portfolio yields may be a better guide to optimal spending than knowledge of future market returns.
It’s worth noting that despite the recent market advance, our own investment discipline, and even Treasury bills, have outpaced the S&P 500 and Nasdaq 100 during this period, with less volatility.
This year proved a difficult one for bonds as the Federal Reserve aggressively hiked rates for much of the year. With the rate narrative changing moving into 2024, investors moved back into bonds in a big way beginning in October, including municipal bonds.
While inflation isn’t yet at the 2% range that the Federal Reserve has been targeting, it’s getting there. At least, it’s getting close enough for it to ease up on the gas on raising interest rates. In fact, the Fed could pump the brakes next year.
The market anticipates a swift shift in the Fed cycle.
With stocks racing to record highs, diminishing expectations of a recession, and hopes that the Federal Reserve could potentially reduce interest rates multiple times next year, risk appetite is being reborn.
As markets staged a monster rally following the Federal Reserve’s shift toward loosening monetary policy, one corner of the financial system had reason to remain on edge.
While the ECB is unlikely to raise rates further, we remain skeptical that it will deliver rate cuts as early as the market expects.
The dollar will surprise by getting stronger next year as the US economy outperforms, according to some of the world’s biggest money managers.
With 2023 drawing to a close, the time has come once again to take a longer look at what next year might bring.
BlackRock Inc. bond chief Rick Rieder is expanding his footprint in the $7.8 trillion ETF industry with the launch of his second fund.
With the lagging effect of elevated interest rates potentially cooling the appetite of the economic growth engine that is the U.S. consumer, Global Head of Multi-Asset Adam Hetts at Janus Henderson Investors explains why he believes investors should take a defensive stance by prioritizing quality companies and cross-asset diversification.
The decision to hold the federal funds rate steady was in line with expectations, but the accompanying statement and projections indicate a shift toward easing in 2024.
Macroeconomic uncertainty remains elevated. We believe a recession in 2024 is more likely than not. Non-profit hospital systems have faced significant operational pressures, and may continue to experience challenges in the near-term.
The VettaFi Market Outlook Symposium brought together industry thought leaders and experts to help investors position for 2024.
After clashing in recent years, Wall Street traders and the Federal Reserve are – for once – broadly in sync: The great monetary pivot is near as central bankers engineer a once-unthinkable soft landing in the world’s largest economy.
Even though the stock market, as measured by the S&P 500, looks fully valued to overvalued today, here are a baker’s dozen, 13 Consumer Staple Stocks that look attractively valued.
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Stock returns over the next 10 years may likely be lower than bond returns.
For most of the summer, the chatter in the bond market about swelling US deficits — and the depressing effect it was having on the price of Treasuries — was incessant.
The bond market’s bold bet on US interest-rate cuts is set for its biggest test yet.
Municipal bonds posted historic total returns of 5.90% in November. Rallying interest rates led the way, while strong demand aided outperformance versus Treasuries.
Federal Reserve Chair Jerome Powell faces a communications conundrum at the central bank’s policy meeting this week. Luckily for him, he could just let the Summary of Economic Projections do most of the talking — and avoid unnecessary misunderstandings.
The most accurate US bond forecasters of 2023 say the strong year-end rally won’t stretch into 2024.
Domestic aggregate bond strategies are on pace for decent showings this year. And there is mounting speculation that the Federal Reserve will lower interest rates next year, perhaps multiple times.
Passive investing means buy and hold, and that’s not what I do for my own portfolio or recommend to clients. Here are eight ways I’m an active investor.
Investors are facing a pivotal week as a key measure of inflation that hits Tuesday and the Federal Reserve’s interest-rate decision on Wednesday are expected to set the tone for the stock market and economy heading into 2024.
The S&P 500 Index will hit a record high in 2024 as the US avoids sinking into a recession, although a weaker consumer will mean the index gains less than this year’s 20% surge, according to Bloomberg’s latest Markets Live Pulse survey.
It’s been a very good year for U.S. high yield. In fact, BondBloxx Investment Management has noted that riskier fixed income assets have outperformed U.S. Treasuries.
We see potential opportunity in municipal bonds in 2024, although there may be more volatility.
Airline consolidation is not only relatively common but necessary for growth and competitiveness, and the recent announcement of Alaska Airlines’ planned acquisition of Hawaiian Airlines is a prime example of this trend.
It’s a lose-lose situation for US stock investors next year, according to Marko Kolanovic, JPMorgan Chase & Co.’s chief market strategist.
