Practical analysis for investment professionals

stock market performance


Corporate Taxes Matter, But Not in the Way You Think

The common assumption is that lower tax rates should increase corporate profits, share prices, investment, and consumption, and thus lift the entire economy. Unfortunately, this is not quite how it happens in the real world.

Where Will the S&P 500 Be in a Year?

How high can US equity markets go? For a sense of the S&P 500's direction, we conducted an informal poll of readers of CFA Institute Financial NewsBrief for their perspective on where they see the index a year from now.

Effects of Elections: Predicting the Market’s Response to Clinton or Trump

Despite the euphoria in the Hillary Clinton and Donald Trump camps, there remains a great deal of uncertainty about the outcome of this election and what it will mean for the United States and the country's standing on the world stage. This uncertainty extends to the effect of US elections on stock prices, judging by the voluminous and often contradictory research on the topic.

Missing the Best Weeks: A Mistake Investors Should Fear

Investors should fear missing out on the best gains more than suffering the worst losses, says Michael Batnick, CFA. If you never attempt to avoid the worst weeks, you’ll never have to worry about missing the best weeks.

Mind the Gap: Wall Street Forecasts and YTD Returns

Despite Wall Street expectations that the S&P 500 would rise 8% in 2016, the index fell 7% in December and January. Five points of that decline came in January alone. But January’s slide was only just greater than one standard deviation move. As we’ll see, one month can handily destroy expectations going forward.

Weekend Reads for Investors: Five Years and Counting

In a recent speech, Federal Reserve Bank of Dallas president Richard Fisher aptly remarked, “Stock market metrics such as price to projected forward earnings, price-to-sales ratios and market capitalization as a percentage of GDP are at eye-popping levels not seen since the dot-com boom of the late 1990s.”

Poll: What Poses the Greatest Threat to Global Equity Markets?

As most global stock markets have been on a tear of late, we thought it would be timely to ask readers what posed the greatest threat to equity markets. Over 37% of the 974 respondents to this poll believe that a global economic slowdown is the greatest risk to stocks.

Does the US Presidential Election Impact the Stock Market?

Depending on who you talk to, or which articles and headlines you read, the responses run the gamut. Here's a quick summary of some of the most recent research on how presidential politics impacts equities.



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