Dow Jones December Outlook: A Crash or Santa Rally?
We’re now into December. Based on last week’s closing prices, the Dow Jones Industrial Average Index has risen 20.2% in the year.
Real Insights
US Pickup Trucks: Competition Will only Intensify
Pickup trucks and SUVs have maintained the allure of the US auto sector while the sector is sluggish. Consumers are dumping sedans for pickup trucks
Softbank’s Journey from Alibaba to Uber and WeWork
In 2017, Softbank (SFTBY) created a pool of $100 billion to promote new business ventures. The company provided seed funding to entrepreneurs worldwide.
Facebook Perseveres with another Strong Quarter
Despite being a target for investigations, regulatory pressures, and criticism, Facebook (FB) easily managed to beat estimates for its third quarter.
Google Ups the Ante for Ad Targeting before Antitrust Review
Google has announced that it’s going to start adding third-party ad targeting and browser privacy restrictions to Google Chrome.
How Emerging Market Bonds Can Enhance Investors’ Portfolios
Improving fundamentals and lower credit and interest rate risk has made EM high yield corporate bonds attractive this year.
What Prospects Do Emerging Bond Markets Bring in 2019?
Emerging market corporate bonds (HYEM) fared better in 2018 than EM sovereign and EM local bonds.
How Will the Fixed Income Market Fare in 2019?
The US fixed income market saw a strong close to 2018.
What Could Threaten the Consumer Sector’s Strong Start to 2019
2018 wasn’t a good year for the US consumer sector due to escalating trade war tensions and a slowing economy.
What Brought the Communication Services Sector to Light in 2019?
In September 2018, the new S&P 500 Communication Services Sector index was launched.
Will Tech Stocks Lead the Way in 2019?
The technology sector, which usually drives the performance of the US stock market, also slowed down last year and declined 3.08%.
What 2019 May Have in Store for Financial Sector
Once the rate hikes picked up speed in 2018, it took a toll on the banking sector as a rapid increase in interest rates reduces the value of bonds.
Will the 2019 Market Rally Continue?
Is the rally in January a sign of things to come in 2019, or will we face another significant sell-off like in 2018?
Why Did the Moat Index Increase Its IT Exposure?
The IT sector was the most underweighted sector in the Morningstar Wide Moat Index last year. The sector reported a loss of 3.08% in 2018.
Moat Index: Dramatic Sector Allocation Shift in 2018
The healthcare sector dominated the sector weighting for the Morningstar Wide Moat Index in 2018. The sector returned ~5% in 2018.
What Did 2018 Bring for Moat Stocks?
Moat companies (MOAT) (FB) (INTC) or moat stocks are companies that have an advantage over their competitors in the industry.
Are ‘Fallen Angels’ a Threat to the Bond Market in 2019?
We believe the indexer has exercised discretion with regard to the index rules in a thoughtful and prudent manner.
How Did PG&E Land among the ‘Fallen Angels?’
One such situation occurred this month as a direct result of the very tragic wildfires that struck California over the last two years.
Will We See More ‘Fallen Angels’ in 2019?
The cautionary advice to “expect the unexpected” makes a lot of sense for investors—at least in the sense that we should all learn to manage our own expectations by realizing there are outcomes we may not have anticipated.
How VanEck’s Guided Allocation Could Help
VanEck’s Guided Allocation ETFs are set up to protect your portfolio when stock markets decline and offer exposure to gains during an upturn.