News & Insights
Record in sight, 14 months away
Posted by lplresearch As the calendar turns to May, it also means the current economic expansion is now 107 months old, officially marking the second-longest since World War II (WWII). As our LPL Chart of the Day shows, only the 120-month expansion of the 1990s stands in the way of the record. “Can the current expansion […]
Market Recap for Week Ended May 4:
Momentum shift For the second week in a row, the major U.S. stock indexes fell early in the week, but later recovered. Overall, the Dow and the S&P 500 changed little during one of the busiest weeks of the quarterly earnings season; the NASDAQ gained more than 1%. Achieving balance For the first […]
Sell In May and Go Away? LPL Digs In
One of the most popular investment sayings is about to take over the airwaves: “Sell in May and Go Away.” The reason for the concern is that the upcoming six months (from May until the end of October) has historically been the weakest six-month stretch of the year, as our LPL Chart of the Day […]
The 3% Yield That Really Matters
We see higher short-term U.S. rates having a profound impact: Investors can now earn returns in excess of inflation while taking on much less risk. The U.S. 10-year Treasury yield hit a four-year high of 3%. U.S. stocks slid despite strong earnings reports, but recovered later in the week. We expect a solid U.S. employment […]
PGIM Shares Their View on Fixed Income’s Second Quarter Sector Outlook
A great article we wanted to share: https://www.pgim.com/pgim-investments/insights/investment-perspectives/fixed-income-second-quarter-sector-outlook-2018
Market Recap for Week Ended April 27:
Earnings scorecard With more than half of the companies in the S&P 500 having reported first-quarter results, the index was on track to post earnings growth of 23% over the same quarter a year ago, according to FactSet. At the start of earnings season, profits were expected to rise around 18%. Growth moderates […]
Bloomberg Gets Kevin’s Take on Financials
Read our correspondence with Bloomberg markets. https://www.bloomberg.com/news/articles/2018-04-26/this-wall-street-heavy-etf-is-seeing-trading-madness-etf-watch
Tech Rally Boosts Stocks on Earnings; Bonds Rise: Markets Wrap
What’s The E-Valuator Funds take on earnings season? Read our correspondence with Bloomberg markets. Click the link below: https://www.bloomberg.com/news/articles/2018-04-25/asia-stocks-to-gain-dollar-holds-at-3-month-high-markets-wrap
The E-Valuator Funds talks with Bloomberg Radio
Kevin Miller, Portfolio Manager of The E-Valuator Funds talks with Bloomberg on the recent market environment/outlook, if investors are more likely to take on risk, the success of our funds over the last year and M&A in tech. Audio Clip: Please click the link below. https://www.bloomberg.com/news/audio/2018-04-25/kevin-miller-on-markets-and-etfs