Portfolio managers at AllianceBernstein think investors are under-reacting to cash earnings power of value companies.
Tag: magnificent seven
Goldman Sachs AM: The AI boom will broaden out from the M7
The US investment manager explains why it expects to see the AI boom begin to impact securities other than the Magnificent Seven during the second half.
Lombard Odier expects single digit returns from equities in 2H2024
Lombard Odier’s John Woods also explains why fixed income represents a once-in-two-decades opportunity.
Does the ‘magnificent seven’ tech wobble signal a turning point?
The usage of the well-known moniker is starting to come under scrutiny as both Apple and Tesla struggle, while the other stocks are beset by headwinds.
Janus Henderson: Stock acronyms are a contrary indicator
The diverging performance of the Magnificent Seven stocks shouldn’t be a surprise, according to portfolio manager Richard Clode.
Walter Scott: If rates start to fall, market leadership could be altered
Francis Sempill, head of client services at Walter Scott, explains what a cut in interest rates could mean for stock market returns.
The FSA Spy market buzz – 8 March 2024
Magnificent 7 leveraged, Janus Henderson, S&P 500’s power, Bob Farrell, DJ’s Spiva data, Charlei Munger….
SJP’s Sarah Ruggins on the ‘wild ride’ from theory to practice
The head of multi-asset research discusses her experience of putting academia into practice in financial services,
The FSA Spy market buzz – 23 February 2024
Calamos’s Nasdaq upside, Japan finds its mojo, Nvidia is impossible to ignore, Changes in the Magnificent 7, Climate action tussles, A moonshot delivered, The wisdom of J.P. Morgan and much more.
US equity market outperformance is set to reverse – Charles Schwab’s Kleintop
The conditions are ripe for US stocks to finally underperform their peers, says Charles Schwab’s chief investment strategist.
