Right now, the stock market is blowing out the 20 years from 1980 to 2000 on a specific performance metric: the relative performance of companies with low or nonexistent dividend yields. Jeff Weniger discusses how a mean reversion could impact the markets.
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When preparing your portfolio for the long term, it is important to focus on market signals and weed out market noise. Scott Welch outlines the five primary economic and market signals for investors to focus on in the remainder of 2023.
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After a dismal 2022, equity markets have rebounded quite strongly in 2023. Meanwhile, the over-concentration of market cap-weighted stock indexes has been a persistent issue in the last few years. Pierre Debru outlines how investors can increase diversification in the current market environment.
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The general consensus seems to be shifting to a more optimistic outlook on the economy and the market. While the headline numbers seem reasonably positive, other indicators suggest there may be more “fragility” than what appears. Scott Welch takes a deep dive into the current market conditions.
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The markets are approaching “hurricane season” with respect to market volatility. Scott Welch reviews the current economic landscape and discusses what advisors and investors should be focusing on as we approach the fall of 2023.
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The “Magnificent Seven” and “MegaCap-8” have been hot topics in the markets recently. Scott Welch analyzes these stocks from a valuation perspective and looks at current valuations across different asset classes and styles.
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