RECENT Financials RESEARCH
The S&P 500 started the week ending July 21 on a stable note by trading at all-time high price levels on Monday.
For better or worse, the “Smart Beta” name has become a widely used characterization for a growing class of index-like strategies that are designed to provide investors with systematic access to a variety of exposures and sources of returns in equity markets.
Billionaire hedge fund manager David Einhorn is well known for his investment strategy, having advised long and short bets during different market scenarios.
Despite and a rocky 3-month period, starting in late February/early March, the financial sector has really taken a positive outlook over the past ~month and some signs point to a continuation of this recent success.
Over the past few decades, defined contribution (DC) plans have gradually adjusted their plan designs and investment lineups to accommodate a participant base heavily made up of baby boomers. However,…
Goldman Sachs (GS) said that a “buy and hold” strategy won’t do well in the present investment scenario.
Although banks’ earnings were better than expected, banking stocks fell due to weak trading revenue and disappointing forecasts.
On July 6, Ray Dalio—chairman and CEO of Bridgewater Associates, the world’s biggest hedge fund by assets—shared his views on central banks’ shifting strategies.
This series will discuss how these stocks have been able to achieve continuous dividend growth.
Berkshire Hathaway is expected to post EPS of $2,806 in 2Q17, which would reflect marginal growth on a year-over-year basis and strong growth sequentially.
The S&P 500 Index (SPY) saw a marginal rise of 0.09% on Monday, July 10, 2017.
For American Express, Wall Street analysts are expecting to see EPS (earnings per share) of $1.43 for 2Q17.
Last week, financials got a boost after major banks cleared the latest round of the Fed’s stress tests. Financial stocks rose 1.5% last week.
AT&T (T) has recorded year-over-year revenue growth in the past seven years, a feat unmatched by its peers. AT&T has the lowest debt-to-equity ratio among its peers.
In a recent interview with CNBC, Marc Faber discussed his views on global equity markets,
global bond markets, central banks’ decisions, and asset allocation in the present scenario.
In a CNBC interview, James Gorman, CEO of Morgan Stanley, spoke on the global market, risks to market movement, the bank stress test outcome, and global bond yield.
Major banking stocks rose after the Fed approved huge payout plans. Wells Fargo (WFC) rose 2.7% and Citigroup (C) rose 2.8%.
Barclays’s (BCS) top five stock picks for the rest of the year are PDC Energy (PDCE), Goldcorp (GG), Lululemon Athletica (LULU), United Continental Holdings (UAL), and Jazz Pharmaceuticals (JAZZ).
As a follow-up to our 2016 report on the evolving U.S. retirement market, we continue to take a closer look at the opportunities and challenges facing professionals in the defined contribution (DC) marketplace.
In a recent CNBC interview, BlackRock’s Kate Moore said she prefers momentum stocks and believes policy reformation will impact earnings growth.