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Equities, Sectors and Stock Market Drivers

  • ,  Senior Investment Writer |
  • 26 Oct 2022

stocks and sectors

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.

What Does an Equity Market Bottom Look Like? (Wellington Management)

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".

Poised for Growth (UBS Asset Management)

UK life sciences represents a source of long-term potential. However, this sector remains relatively niche despite an uptick in interest.

Stocks Extend Rout as Central Banks Tighten Monetary Policy Further (Qontigo)

Central banks seem to be driving the mood across stock markets. Higher interest rates continue to weigh on valuations and thus prices.

Big Tech: Not only market but also knowledge and information gatekeepers (INET)

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?

Podcast: Aswath Damodaran on market valuations (Blockworks Macro)

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.

Technology Report 2022 (Bain & Company)

In recent years, tech innovators backed by growth equity investors have grown rapidly to valuations of $1 billion or more.

STOXX 600 Earnings Outlook (Refinitiv)

The STOXX 600 Index represents companies from across the European continent. This report provides a snapshot into these businesses' earnings potential.

S&P 500 Buybacks & Dividends (Yardeni Research)

A must-read piece with the latest data on two key underlying dynamics of the S&P 500: share buybacks and dividends.