Approaching halftime With one week to go before the halfway point of 2018, different segments of the U.S. equity market have exhibited sharply divergent returns. Year to date, growth stocks have outperformed value stocks by a wide margin and small caps have beaten large caps. Among major indexes, the NASDAQ has outperformed the S&P […]
Source: jhinvestments Mixed markets After posting strong performance the previous week, the major U.S. stock indexes made modest moves in different directions. The Dow fell nearly 1% for the week, the NASDAQ rose more than 1%, and the S&P 500 was little changed overall. Small-cap record The Russell 2000 Index, a small-cap stock […]
Source: jhinvestments Breakout week U.S. stocks finally managed to sustain positive momentum after alternating between small gains and losses over the preceding three weeks. Consumer discretionary stocks led the broader market higher as the Dow climbed nearly 3% and the S&P 500 and NASDAQ rose more than 1 Volatility dissipates Although stocks have […]
High-yield investors bracing for a downturn in 2018 can relax. By some metrics, high-yield companies have rarely looked better. The way we see it, investors who do their homework can still profit in this environment. After a strong 2017, high-yield bonds have struggled this year as US Treasury yields spiked and inflation potential stirred […]
Macro & Market Views A better balance of risks: We think the outlook for risk asset returns has improved. Interest rates have risen, equities have sold off and the bar for growth is lower after the recent moderation. We are strategically pro-risk, but continue to emphasize a dynamic approach to investment as volatility re-emerges. […]
Small-cap record A small-cap stock index climbed to a record high as the positive outlook for U.S. economic growth continued to support shares of small companies. The Russell 2000 Index rose on Wednesday to a level that topped its previous record set in late January. Retail strength Positive economic data and expectations of further […]
Earnings season optimism First-quarter earnings reports are scheduled to begin coming in this week, and analysts are expecting the strongest quarterly profit growth in eight years, in part due to the new tax law and its reduction of corporate rates. Earnings for companies in the S&P 500 are expected to rise an average of 18% […]
The E-Valuator Portfolio Manager Kevin Miller Discusses Millennial Investors and ETFs Read the full article here.