The Financial Markets and Presidential Elections
Jun19

The Financial Markets and Presidential Elections

  – Investors should be careful when making investment decisions based on expected election outcomes.   – The stock market has generally performed well during presidential election years, particularly when the incumbent party wins.   – Fundamental factors, such as oil prices, corporate earnings, and monetary policy, should outweigh political developments.   – Sectors such as health care and...

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A Stable-Growth Environment: Value is Likely to Perform Better
Jun05

A Stable-Growth Environment: Value is Likely to Perform Better

  For many value-oriented investors, the last five years have been a challenging period given an elevated macroeconomic risk and bouts of volatility, backdrop of the low growth and structural change in China. In the current environment characterized by more stable growth, value equities are likely to perform better. As of the February 29, 2016, U.S. value equities, as measured by the S&P 500 Value Index, were trading at less...

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Macro Themes and the Implications: Time to Pay Attention to Global High Yield Strategy (I)
May29

Macro Themes and the Implications: Time to Pay Attention to Global High Yield Strategy (I)

Key Macro Themes and the Implications Low inflation: Inflation is low but it does not mean inflation is zero. The slow growth in global economy keeps inflation subdued even as CPI slowly rises. Global policy divergence: Fed continues to normalize slowly as other central banks pursue stimulus policies. Investors should expect yields to rise modestly. Supply-side weakness: Across developed countries, the low productivity and growth in...

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Time to Update Your Equity Strategies?
May22

Time to Update Your Equity Strategies?

  As global economy converges to more stable rather than rapid growth, debt level and growth dynamics keep interest rates relatively low, and inflation remains muted in developed world, investors are faced with broadly fully-valued market. Macroeconomic variables are favorable for equity investing relative to other asset classes, and investors can employ simple approaches to enhance their total returns while keeping risk at...

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Earnings Calendar, Top 17, Week of Monday 5/16 through Friday 5/20
May13

Earnings Calendar, Top 17, Week of Monday 5/16 through Friday 5/20

Company Ticker What Time EPS Estimate Monday 5/16/16 Agilent Technologies Inc A After Market Close $0.39 Tuesday 5/17/16 Home Depot Inc HD Before Market Open $1.35 Red Robin Gourmet Burgers Inc RRGB Before Market Open $1.11 ViaSat Inc VSAT Time Not Supplied $0.37 Wednesday 5/18/16 American Eagle Outfitters Inc AEO Time Not Supplied $0.18 Lowe’s Companies Inc LOW Before Market Open $0.85 Salesforce.com Inc CRM After Market Close...

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Earnings Calendar, Top 23, Week of Monday 5/9 through Friday 5/13
May06

Earnings Calendar, Top 23, Week of Monday 5/9 through Friday 5/13

Company Ticker What Time EPS Estimate Monday 5/9/16 Brookdale Senior Living Inc BKD After Market Close $0.58 LendingClub Corp LC Before Market Open $0.05 SolarCity Corp SCTY After Market Close $-2.34 Stamps.com Inc STMP 4:30 pm ET $1.06 Unilife Corp UNIS 07:00 am ET $-0.1 Tuesday 5/10/16 Allergan plc AGN Before Market Open $3.03 Electronic Arts Inc EA After Market Close $0.42 Fossil Group Inc FOSL After Market Close $0.15 Lumber...

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