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By: Björn Jesch
Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?
The recent gyrations of Indian small caps should not detract from the country’s equities longer term appeal.
Critical technologies are being identified and promoted as deglobalization advances
No economic slump, falling inflation and the first interest rate cuts. Not a bad environment for capital investments, especially bonds. AI must deliver soon for equities.
All forecasts at a glance
By: David Bianco
New S&P 500 target of 5300: A.I. lives and it needs food and shelter
Our monthly market analysis and positioning
The end of macro?: Some companies are so big they are the macro
Equity wealth and inflation: What would Milton Friedman say?
2024 Outlook: Long live this faint cycle or bumps toward a new one?
By: Murray Birt, Jay Joshi, Michael Lewis
European carbon allowances - “A little goes a long way”
For two years Europe's small caps have been lagging blue chips, despite good earnings and very low valuations. This might change in 2024.