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Mar 28, 2024 · NEW YORK, March 28 (Reuters) - The U.S. stock market is off to a soaring start in 2024, as optimism over the economy and interest rate cuts has combined with exuberance about the business...
Apr 2, 2024 · Stocks staged impressive returns in the first quarter, gaining over 10%, taking total returns to just shy of 30% over the last 12 months. Stock prices pushed higher in the first quarter...
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What is the outlook for stock prices in 2024?
Did the bull keep running in the stock market in 2024?
Are stocks bullish after a strong start to 2024?
Is 2023 a good year for the stock market?
- Two Reasons to Bet on Breadth
- Implications For Equity Investors
- The Continued Appeal of Quality
- Alpha Insights
2023 marked one of the worst periods for the equal-weighted approach (and best for market-cap weighted) in 20 years, based on our analysis of rolling 12-month periods since 1926. Historically, however, this reverts to the long-run “norm,” suggesting to us that the equal-weighted S&P 500 can resume its lead. But more important, we believe it implies...
A wide valuation gap between the market leaders and all the rest means many attractively priced stocks to choose from. The key is to determine where the fundamentals are priced right for the stock’s future prospects ― i.e., whether there is a thesis for valuation improvement as market breadth returns. Where are we looking?
We believe investors will continue to place greater value on quality characteristics in a still uncertain economic environment. Quality generally did well in 2023. This was evident in the high-flying mega-cap stocks, many of which exhibit quality characteristics such as strong balance sheets and ample free cash flow. As these market leaders have gr...
Quality is a refrain that echoes across sectors and capitalization size. Digging deeper, our Fundamental Equities teams are finding opportunities in other key themes: Innovation. Innovation is creating opportunities, sometimes unexpected ones, particularly in technology and healthcare. As we discussed in depth last quarter, AI is an evolving themep...
Apr 4, 2024 · The good news for investors in 2024 is that the S&P 500 has not declined during a presidential re-election year since 1952 and has averaged a 12.2% annual gain in re-election years.
Mar 28, 2024 · By Lewis Krauskopf. NEW YORK (Reuters) -The U.S. stock market is off to a soaring start in 2024, as optimism over the economy and interest rate cuts has combined with exuberance about the...
- 5.05%
Executive Summary. Numerous U.S. equity benchmarks reach new all-time highs. S&P 500 registers historic 5-month gain. Corporate EPS is forecasted to rise +11% and +13% in CY 2024 and CY 2025....
Apr 16, 2024 · The US stock market enjoyed a strong first quarter in 2024, advancing 10%. But inflation was stickier than some expected. In fact, the March CPI number that came out this morning was...
