How risk assets fare in the new market regime
Equity markets around the world have suffered at the hands of hawkish central banks. Allocators are asking themselves if the worst is behind them, or if this is a prolonged bear market. As the world departs from the era of easy money, find out how risk assets have fared in the current market regime, and what the future may hold for equity investments.
Have U.S. equities reached the bottom? Looking at what has happened with the U.S. market through history, the answer seems to be "no".
UK life sciences represents a source of long-term potential. However, this sector remains relatively niche despite an uptick in interest.
Central banks seem to be driving the mood across stock markets. Higher interest rates continue to weigh on valuations and thus prices.
Technology companies have attracted a lot of attention and capital from equity investors over the years. The real question is - are these companies more than what they seem?
Dr. Aswath Damodaran, professor of valuation and corporate finance at NYU Stern School of Business, offers his latest views on market valuations and price movements.
In recent years, tech innovators backed by growth equity investors have grown rapidly to valuations of $1 billion or more.
The STOXX 600 Index represents companies from across the European continent. This report provides a snapshot into these businesses' earnings potential.
A must-read piece with the latest data on two key underlying dynamics of the S&P 500: share buybacks and dividends.