Category: Market commentary
Tech and Communications outperform amid the Delta wave
<p>Despite the growth bounce there're concerns around the Delta wave impacting the market and Tech serves as a safety resort against potentially slower economy.</p>
Stocks reach highs again. What comes next?
<p>GDP is on target to grow above 6% with gains in exports, a decline in jobless filings, a rebound in consumer sentiment, and rising industrial production.</p>
US economy on a firm footing
<p>Declines in jobless filings, stability in retail sales, gains in production. How does the US economy recovery affect stock market and portfolio management?</p>
Stocks touch record highs in April as the economy rebounds
<p>Amid earnings season, a critical question now is whether the entirety of the economic recovery has already been discounted in the stock and bond markets.</p>
Market leadership changes as opportunities for investors
<p>With economic growth projections and huge liquidity we expect inflation to kick in. Read how we adjust our postures to address the changing environment.</p>
Great news on vaccines
<p>The vaccination results suggest efficacy of conventional public health measures. Read how great news on vaccines supports markets and limits downside risk.</p>
Market rotation impacts returns
<p>Eugene Yashin highlights the strong performance of smaller stocks, value stocks and indicates sector opportunities for investors with a long-term perspective.</p>
What does the COVID relief package mean for investors?
<p>Eugene Yashin on how the $900bn COVID relief package combined with the Fed commitment to long-run monetary policy should support the markets going forward.</p>
Building the case for economic recovery in 2021
<p>Stocks hit record highs on growing evidence of effective vaccines emergence. Eugene Yashin reviews global and US economics, stock market and portfolio changes.</p>
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