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Answers to questions on the coronavirus, US megacap stocks, the cost of Democratic Healthcare plans, the Iowa caucus and the problem with the student loan system.
David Lebovitz says, a bit of optimism is priced in to equity markets, but valuations are not unsustainable, rather markets need to grow into these valuations.
Consensus reactions to the Phase I US-China deal are very skeptical, but may be missing the broader point. A brief note on what happened, and the alternatives.
This equity market rally is driven by several factors – Fed easing, fears of a recession and what can be characterized as a trade truce, says David Lebovitz.
When it comes to investing in equities, one of the most frequently asked questions is whether we prefer value or growth.
Growth outperformed value in two types of environments since 1978, when economic growth is 1%-2.5%, and in very high growth environments, says David Lebovitz.
Brexit uncertainty is not over. But that wasn’t the only thing holding back UK stocks, and investors could be tempted back to the market.
2019 was a good year for equities as multiple expansion drove stock markets to new all-time highs.