What can equity investors expect going forward…
Equity investors are looking ahead with tentative optimism. Towards the end of a volatile 2022, some central banks seemed to present a more dovish tone, giving hope to equity markets that the period of tight monetary policy may soon be over. However, as some of the research below argues, this optimism should be moderated.
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Are we about to see a recovery across stock markets? After the double-digit drawdowns of 2022, many investors hope so.
Chinese equities remain attractive for investors who are willing to dig deep into the fundamentals underpinning these companies and select only those with solid potential.
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Despite how uncertain the global economy remains, Japan’s corporates continue to buy back stock and return capital to shareholders at record levels.
Contending with a series of headwinds, last year was incredibly challenging for investors in equity. Certain factors though performed better than others.
The ROOF scores aim to show how investor risk preference changes over time between risk-on and risk-off. Sentiment tracking portfolios can be built using these as an input.
Big tech companies represent a critical aspect of the global economy and play important roles in our political systems. The need for regulating these companies has increased.
Looking at the data provided in this report, investors can see that a strong IPO pipeline has been built across geographies, waiting for the right moment to come to market.
Is the bear market over yet? David Rosenberg, the founder of Rosenberg Research, argues that it is not. Equity investors can be cautiously optimistic.