Stocks and Sectors Outlook

Lead Content

Global Real Estate Outlook: Striking the Right Balance (PGIM Real Estate, May 2019)

The prospect of a downturn almost appears to have been factored in as an inevitability due to the length of the current real estate cycle, and sentiment is under pressure from weaker news on…

Company:

PGIM

08 Jul 2019

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Buyback Derangement Syndrome (revised Feb 2018)

The popular press is replete with commentary seeking to damn the behavior of corporate managers in handing free cash flow back into the hands of shareholders. These criticisms are often, even…

Monthly Market Snapshot: Jun 2019 (Wellington Management)

A monthly update on equity, fixed income, currency, and commodity markets.

TOP RECENT POSTS

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U.S. Equities Q2 2019: The Next Big Things (Baillie Gifford)

China's Sci-Tech Board: Hope Or Hype? (Franklin Templeton, 2019)

Opioid exposure presents risks to pharmaceutical industry (Eaton Vance, Jun 2019)

Structural Megatrends in Real Estate: Engaging the Future (Nuveen, 2019)

A New Perspective on Global Consolidation (Capital Group, May 2019)

A New Perspective on Global Consolidation (Capital Group, May 2019)

Value First (Oldfield Partners, 2019)

Meatless Future or Vegan Delusions? The Beyond Meat Valuation (Aswath Damodaran blog, 2019)

Tesla's Travails: Curfew for a Corporate Teenager? (Aswath Damodaran blog, Jun 2019)

Buyback Derangement Syndrome (revised Feb 2018)

Share Buybacks: A Brief Investigation (Two Sigma, 2019)

The S&P MidCap 400®: Outperformance and Potential Applications (S&P Dow Jones Indices, 2019)

TOP NEWS AND BLOGS

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Why Budweiser Was Forced To Kill The Year's Biggest IPO (Zero Hedge, Jul 2019)

Why Stocks Are Hitting Records as Economic Fears Rise: ‘There Is No Alternative’ (Dealbook, Jul 2019)

Facebook's real goal with Libra is to become even more of a utility (CNBC, Jul 2019)

Cramer's guide to earnings season: Don't try to outsmart the system — it's 'always rough' (CNBC, Jul 2019)

Shale Investors Fear Bloodbath As Earnings Season Kicks Off

IEA: Huge Oil Glut Coming In 2020

Here’s How Much the Top CEOs of S&P 500 Companies Get Paid

CRH to sell European distribution arm to Blackstone in $1.9 bln deal (Reuters, Jul 2019)

Goldman banker highlights Morgan Stanley's Hong Kong IPO woes (Reuters, Jul 2019)

U.S. property trust Vornado challenges Arcadia's restructuring plan (Reuters, Jul 2019)