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Important Events that Could Drive Markets this Week

President Trump’s executive order on healthcare, the Iran nuclear agreement, and news about North Korea preparing for a launch ahead of US–South Korea military exercises failed to trigger higher volatility.

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US Steel Had a Big Week: What Happened?

US steel stocks have had a tepid year after the spectacular rally last year, and there’s a sense of apprehension in the market that US steel prices could go lower.

Sector
S&P 500, NASDAQ, and Dow Closed Strong Last Week

The S&P 500 started last week on a weaker note. On October 13, the S&P 500 closed the day higher and ended the week with gains.

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Wildfires in California Set PG&E Ablaze, Stock Tumbles 7%

PG&E Corporation saw its stock fall ~7% on October 12—its steepest fall in seven years—on speculations that downed power lines caused wildfires in California.

RECENT Active Management RESEARCH

Estimates
T. Rowe Rose Due to Fund Performance and Stable New Assets

T. Rowe Price (TROW), in line with other asset managers, saw a strong rebound in earnings during 3Q16. It posted diluted EPS of $1.28.

Estimates
These Crucial Markets Improved KKR's 3Q Performance

KKR & Company has seen a recovery after substantial losses in 1Q16. In 3Q16, it posted EPS of $0.71, beating Wall Street analyst estimates of $0.65.

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Where Should Investors Seek Income Now?

While the demand for high yields has increased, the options for investors to obtain high yields are decreasing. Interest rates after the global economic crisis have been staggeringly low in economies around the world.

Estimates
What Drove Ares Capital's 3Q16 Growth?

Ares Capital (ARCC) posted EPS (earnings per share) of $0.43, beating Wall Street analysts’ estimate of $0.39 in 3Q16.

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Are You Afraid of Equities? Read This!

In his November 2016 Insights newsletter, Richard Bernstein talked about the growing opportunity cost of investing in equities (SPHD) (VIG).

EPS
Why Prospect Capital Is Targeting Originations, Structured Credit

Prospect Capital (PSEC) reported fiscal 1Q17 EPS of $0.22—lower than the analyst estimates of $0.24. PSEC saw lower earnings on lower investment income.

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Macro Roundup: October's Updates from around the World

The US stock market (ITOT), as represented by the S&P 500 (SPY), fell in October. This fall marked the third successive monthly decline for US equities.

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Want Your Investment to Be Responsible? Here's How

Socially responsible investing is known by several terms, including sustainable investing, green investing, and ethical investing.

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A Deep Dive into Europe-Focused Mutual Funds in 2016

In this series, we’ll look at how 2016 has panned out for Europe-focused mutual funds so far. We’ll take an in-depth look at the portfolios of 12 funds and conduct attribution analysis to see which sectoral or stock picks helped or hurt these funds.

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Your US Large-Cap Fund Breakdown as of Mid-October 2016

Worries about Brexit’s impact on US financial markets have given way to concerns about US elections. But so far in 2016, US stocks and funds have done well.

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Fear, the Fed, and the Current Bull Market

In Richard Bernstein Advisors’ October newsletter, Richard Bernstein noted that although the bull run in US stocks is in its seventh year, investors remain afraid of equities.

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How the Dollar's Rise Has Affected Other Asset Classes

The US dollar is at more than a six-month high compared to its peers. Let’s take a look at the US Dollar Index, which weighs the dollar against seven major currencies.

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Alternatives Raise Deployments, Investments amid Volatility

Alternatives are positioned for improved performance in the second half of 2016 on rising equity valuations, stabilizing oil prices, and a recovery in metals.

Estimates
Will Improving Performance Help Carlyle's Valuations Recover?

Carlyle expects EPS of $0.44 in 3Q16. For the full year, analysts have revised earnings expectations up to $1.44 with an implied price-to-earnings of 10.8x.

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BlackRock Vies for New Assets Through Strong Offerings

BlackRock (BLK), the world’s largest asset manager, is expected to post earnings per share (or EPS) of $4.96 in 3Q16, 1% lower than the prior year’s quarter.

Estimates2
Will Blackstone Ride on Private Equity and Real Estate?

Blackstone is the world’s biggest alternative asset manager. The company has underperformed its peers in recent quarters due to the weak performance of its private equity holdings.

Stock
Closed-End Funds among Financials Bracing for Rate Hikes

Closed-end asset managers (PSP) are expected to see higher interest costs on their leverage positions if there is a substantial hike by the Federal Reserve by the end of 2016. Portfolio yields are expected to remain stable, as the demand for quality borrowers is high among lenders.

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Market to See How KKR & Co. Improved Its Performance in 3Q16

KKR & Co. is expected to post earnings per share (or EPS) of $0.50 in 3Q16, compared to EPS of -$0.37 in 3Q15 and EPS of $0.23 in 2Q16.

Estimates2
Berkshire Hathaway's Performance: The Impact of Financials in 3Q

Berkshire lost $1.4 billion in valuations after the scandal related to Wells Fargo (WFC) unearthed. Berkshire stock has fallen 3% over the past one week.

Estimates
Prospect Capital's Performance Improves, Yields Rise

Prospect Capital is expected to post EPS of $0.24 in the September quarter—lower than the previous quarter and the corresponding quarter one year ago.

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