Japanese stocks were standout performers in 2023 after years of stagnation and deflation left Japan an unloved investment destination. Can the positive momentum continue in 2024? BlackRock’s Belinda Boa believes it can and sees the makings of a rags-to-riches story with staying power ― and abundant investment potential.
Municipal bonds posted negative total returns as the market reassessed macro expectations. Seasonal supply-and-demand dynamics were supportive, albeit less so than in prior years.
In this video, Chuck Carnevale, co-founder of FAST Graphs, a.k.a. Mr. Valuation and Professor Nathan Mauck will analyze Meta Platforms Inc. (aka Facebook) and its recent initiation of a dividend.
Most of us associate 529 accounts with college savings. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool?
With eight seconds left on the play clock, Harrison Butker of the Kansas City Chiefs kicked a chip shot field goal that put the nail in the coffin for the Philadelphia Eagles.
Whether you have a family member turning 18, or someone in your life looking to build wealth from the bottom up, this primer provides a solid overview of the basic types of securities, investing strategies, and valuable lessons to help pave the path toward financial confidence.
Emerging-market (EM) assets were resilient in 2023, gaining ground despite conflict in the Middle East, concerns over slowing economic growth in China, and the US dollar’s strength against other regional currencies. Now, with the Fed signaling rate cuts in 2024, the news could get better.
China’s smallest stocks are flashing a warning about the potential downside for the world’s second-largest equity market if Beijing fails to follow through on a highly anticipated rescue campaign.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs and Professor Nathan Mauck will dive into analyzing GE spinoff consistent growth Genpact Ltd.
The Federal Reserve (Fed) elected to not raise the federal funds rate at the January 2024 Federal Open Market Committee (FOMC) meeting.
History shows that monetary policy drives investment performance. When the Federal Reserve (Fed) hikes or cuts the fed funds target rate in response to economic conditions—or stays on hold while it assesses the data—performance will differ by sector.
Can inflation continue to decline, and what will drive it down?
During the macroeconomic segment of its 2024 edition, participants in DoubleLine Round Table Prime among other issues debate the seeming failure of the most telegraphed recession in history to materialize in 2023, the intersection of Federal Reserve policy with a presidential election year and deep changes in the economy post-2020.
Interest rates in most parts of the world appear to be stabilizing, as inflation trends continue to decline from the high levels seen in the summer of 2022. Learn more about the implications for hedge fund strategies from K2 Advisors.
This dividend aristocrat has increased their dividend for 67 consecutive years. How’s that for reliability? But the best part is it’s finally in the cheap buy range for value investors.
China’s authorities are stepping up efforts to stabilize the stock market after a massive selloff. The collapse in valuations since a peak in 2021 makes them the world’s “best value proposition,” according to at least one market veteran.
After 2023's price cuts and tougher competition, Tesla is set to report late Wednesday. Lower demand and a big, one-time jump in used EVs could drive a very different 2024.
Implications for credit investors.
China’s mutual fund houses are trying to tamp down investors’ enthusiasm for US stocks, putting new restrictions on buying into their products as demand soars.
This year is already shaping up to be a tough one for investors to navigate, with heightened debate over central bank moves, prospects for economic slowdowns and crucial elections around the world all weighing on fund managers’ minds.
Tech sector stocks gained more than 50% last year, fueled by AI and signs of improvement in the cloud and chip markets. Upcoming Q4 results could give investors clues into 2024.
What’s in store for stocks after they climbed a wall of worry to exceed expectations in 2023? Fundamental Equities Global CIO Tony DeSpirito sees a rich hunting ground for stock pickers and offers four insights for 2024 ― from sector likes to international opportunities.
Still doing “T-bill and chill”? As a strategy, rolling Treasury bills may have worked well so far this year, but history suggests it’s time for municipal bond investors to get off the sidelines and back into the market—and soon.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, will discuss the concept of value investing in the information technology sector.
In 2023, the Federal budget deficit exceeded private and foreign saving, resulting in only the eighth year since 1929 with negative net national saving (to be referred to as NNNS).
Why we believe small companies present key opportunities to tap into the heart of innovation and expansion in emerging markets.
Municipals experienced their strongest two-month performance since 1986 during the final two months of 2023.
In this video, Chuck Carnevale, co-founder of FAST Graphs, a.k.a. Mr. Valuation, shares his expertise on dealing with stock price collapses. He emphasizes the importance of focusing on fundamentals rather than solely relying on stock prices.
Guggenheim Investments’ Macroeconomic and Investment Research Group identifies 11 macroeconomic trends we believe are likely to shape monetary policy and investment performance this year.
Earnings season starts Friday as major investment banks report, and the focus is on rates.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, discusses the potential for real estate investment trusts (REITs) in 2024. He analyzes the performance of various REITs, focusing on dividend yields, operating cash flow, and FFO growth.
Anne Walsh joins Macro Markets to discuss opportunities and risks in what promises to be an eventful 2024.
20 years into retirement, most retirees have spent only 20% of their savings. We talked to retired participants to understand why–and what it means for the next generation of retirees.
The S&P 500 reversed its 2022 losses, and then some, closing the year near a record high.
In this video, Chuck Carnevale, co-founder of FAST Graphs, provides an analysis of materials stocks.
From the banking crisis to the U.S. debt-ceiling saga, from inflation concerns to recession fears, from soaring bond yields to slowing consumer spending, 2023 had no shortage of issues for investors to worry about.
US equity market returns have been disproportionately driven by the so-called Magnificent Seven (Mag 7) stocks this year. Their dominance has created style imbalances within large-cap benchmarks that deserve closer attention from investors.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, will analyze the investment potential of various Energy Sector companies.
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.
GMO has published a new 7-Year Asset Class Forecast
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will discuss the challenges of finding long-term investable companies in the Industrial Sector.
Today's uncertain economic climate is putting particular pressure on four market segments. Here's what to watch out for in the months ahead.
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.
The last three years have seen extraordinary market turbulence and ever-changing market narratives – from COVID-19 to inflation, rising interest rates to geopolitical instability.
A tentative timeline toward rate cuts in 2024 was revealed in the updated Summary of Economic Projections.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will take a look at Utility Stocks in the Utility Sector. Chuck will discuss the characteristics of companies in this sector and what to expect from them.
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.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, will discuss different investing strategies and analyze various stocks in the Consumer Discretionary Sector.
Chinese stocks staged a sharp recovery in afternoon trading, with a spike in volumes for an exchange-traded fund tracking state-owned shares fueling speculation of government buying.
