Munro Partners’ Post

Investors are piling into US equity markets, 10X more than Euro! The S&P 500 has gone up 23% in 2024 alone marking the best performance in 27 years! Follow InvestGURU to learn more about investing and wealth management.

US stock inflows have reached $320 billion since last year, about ten times more than the Euro Area. In 2023 alone, equity fund flows exceeded $200 billion, doubling the previous year’s amount. The S&P 500 has surged 23% year-to-date, marking its best performance in 27 years, while the Euro Stoxx 50 and MSCI World ex USA Index have only increased by 10% and 8%, respectively.

“Much Ado About…” US equity markets were little changed (+0.02%) on the week ended Aug. 9th, which included a reversal of price action after the S&P 500 Stock Index (SPY) fell 4pct on Monday. How does SPY perform in the weeks and months following such reversals? Results are mixed. The below table shows that while average forward returns (%) tend to skew higher, instances of upside and downside returns are more evenly balanced. Table: Bespoke Investment Group: Hat Tip: Till Christian Budelmann

Wall Street's Most Accurate Analysts Give Their Take On 3 Consumer Stocks Delivering High-Dividend Yields https://ift.tt/rBRdfKP Latest Ratings for AAN Date Firm Action From To Dec 2020 B of A Securities Initiates Coverage On Neutral Dec 2020 Raymond James Initiates Coverage On Market Perform Dec 2020 Keybanc Initiates Coverage On Sector Weight View More Analyst Ratings for AAN View the Latest Analyst Ratings read more via Benzinga - Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals https://ift.tt/4Czecyb August 07, 2024 at 09:30AM

For the third quarter, the Russell 1000 Value Index gained 9.4% compared with only a 3.2% increase for the Russell 1000 Growth Index. Year to date, the growth index remains well ahead, rising 24.6% compared with the value index’s 16.7% gain. Our latest Quantitative Review of US Equities offers insights the factors that drove stock market results across capitalizations and time periods: https://bit.ly/4gZEtTX

Wall Street's Most Accurate Analysts Weigh In On 3 Industrials Stocks Delivering High-Dividend Yields https://ift.tt/hOCe7Ht Latest Ratings for RGP Date Firm Action From To Apr 2020 Baird Maintains Neutral Nov 2014 Barclays Maintains Equal-Weight Nov 2014 RBC Capital Initiates Coverage On Outperform View More Analyst Ratings for RGP View the Latest Analyst Ratings read more via Benzinga - Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals https://ift.tt/vFt8x2m July 01, 2024 at 09:51AM

Value stocks are standing out this quarter, outperforming as certain sectors struggle in a downtrend. At Research Affiliates, we continue to focus on smart beta strategies, helping investors capitalize on these market shifts. NIXT targets small-cap value stocks removed from major market-cap-weighted indices, furthering our commitment to value-driven investing. Our insights into factor investing have shown how value stocks, driven by robust fundamentals, often deliver long-term outperformance. Read more about the latest market trends in MarketWatch by Christine Idzelis. https://lnkd.in/efhRFNEW #RAInsights #SmartBeta #ValueStocks #FactorInvesting [Disclosures: http://bit.ly/3hT1PuD] 

We calculated the number of years in which the Ibovespa experienced drawdowns greater than certain magnitudes, considering the historical series starting from July 1994. A drawdown is simply the difference between the highest peak of an asset or index and its subsequent lowest point. These numbers show that drawdowns are normal behaviors in the stock market, especially in volatile markets like Brazil. In a recent article, the blog The Irrelevant Investor conducted the same study for the S&P 500 (considering the period from 1928 to 2023). The S&P had drops of 5% or more in 94% of the years, 10% or more in 64% of the years, 15% or more in 40% of the years, and 20% or more in 26% of the years. Although it behaves differently from the Ibovespa, we can see that drawdown periods are also common in the S&P. It is important to note that this chart represents the occurrence of drawdowns, not the final result of the index for that year. #drawdown #investment #financialmarkets #finance #dataanalysis

stock markets globally

ETFsector.com Daily Trading Outlook, June 17, 2024 Equities closed mixed on Friday with the Nasdaq printing a 4th record high for the week up 0.12%.  The S&P 500 was off 0.04% while the Dow gave back 0.23% to close out the week.  CAT and BA dragged down the Dow while cruise lines were the worst performers in the S&P 500. Futures for Monday are off best levels with the Nasdaq expected to open up 0.16% while the S&P 500 (-0.04%) and Dow (-0.12%) are expected to open lower.  Empire Manufacturing is the lone economic release today while Lennar reports its quarter after the bell with housing stocks at a potential pivot. On Wall Street, Goldman upped its S&P 500 price target to 6300, while Citi downgraded European stocks on concerns of political turmoil. At ETFsector.com, our chief concern is the narrowness of the equity markets outperforming cohort which is very concentrated in the Tech. Sector.  We are looking for improvement outside of that group to give us confidence that the bull market expansion can continue. To learn more about our Daily Trading Outlook: https://lnkd.in/enNdJFUH