Displaying items by tag: equities

Value has outperformed the market tremendously for a portion of this year and value managers must  be starting to get a little of that old feeling back...see the full story on our partner's site

Published in Eq: Total Market
Monday, 12 July 2021 20:25

Goldman Sachs Says the Bull Run Is Over

(New York)

The post-pandemic run has been marked by staggeringly low volatility and all-time highs in both the S&P 500 and Dow Jones. However…see the full story on our partner Magnifi’s site.

Published in Eq: Large Cap

(New York)

On the surface, the last few weeks could not have gone better. Vaccinations are up, inflation worries are down, economic indicators are surging, and earnings are great. This has led to a nice relief rally after a rough later winter/early spring. However, the reality is that the summer may again be a tough time for markets. The reason why—a lot of good news is fully priced in, but bad news no longer is. Think about it: if an incredible piece of news came out today, do you think the market would react as strongly as if a very bad piece of news came out? Your gut is probably telling you the latter would have a much stronger response.


FINSUM: We have to agree that the market has gotten a lot of relief from recent news. But really, it would only take one really bad inflation report to send volatility spiking.

Published in Eq: Large Cap
Tuesday, 11 May 2021 17:29

Why Tech Losses are About to Get Worse

(San Francisco)

The Fed has continued to reiterate low rate accommodations…see the full story on our partner Magnifi’s site

Published in Eq: Tech
Thursday, 25 February 2021 17:39

Why ESG is Like the Dotcom Bubble

(New York)

One of the largest asset managers in the world made a potentially very worrying claim today: that ESG today is a lot like the tech bubble was in year 2000. The sovereign wealth fund of Norway’s CEO, Nicolai Tangen, says that much like dotcom stocks, ESG asset are trading at very frothy valuations. What is interesting about his claim, though, is that he is not focused on the potential “bubble”, but rather on what those valuations mean. “What is interesting is, if you compare the situation now with, for example, the situation before the year 2000, then the stock market was right that technology companies were going to do well in the future … But the valuation went a little high, so it came down again, but the technological development continued, said Tangen. He continued, “We may see something of the same sort now, that what is happening in the green shift is extremely important and real”.


FINSUM: So Tangen is saying there is a big bubble in ESG, but in the way only an ultra-long-term investor like a sovereign wealth fund can, he is focused on how the market is “right” about its long-term potential.

Published in Eq: Total Market
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