Weekly Report: what happened at IHAK last week (0429-0503)?

Capital Markets Outlook: Q2 2024

Investors are wrestling with concerns over stubborn inflation, faster-than-expected economic growth, and a tight labor market. We expect normalization to continue in inflation and growth. In the first quarter of 2024, most major equity market indices rallied to all-time highs. Alistair Berg gives his Capital Markets Outlook for Q2 2024.

Is There A Tech Bubble? Our Current Tech Positioning

CyberArk Shares Slide Despite Positive Outlook, Earnings Report

CyberArk Software Ltd reported fiscal first-quarter 2024 revenue growth of 37% year-on-year to $221.55 million. The information security company posted an adjusted EPS of $0.75, beating the analyst consensus. The stock price declined after the print.

The Perils Of Owning The Wrong Tech Stocks

Home Market Outlook Today's Market The Perils Of Owning The Wrong Tech Stocks. Louis Navellier says the key to reducing risk is to mix technology stocks with energy stocks. The next big opportunity will be boosting electricity and internet speeds. The race to sort winners from losers will influence the upcoming Presidential election.

Weekly Report: what happened at IHAK last week (0422-0426)?

Rubrik's Successful IPO Puts These ETFs in Focus

Why The Market Rally May Still Have Room To Run, Even If Tech Stocks Falter

Home Market Outlook Today's Market Why The Market Rally May Still Have Room To Run, Even If Tech Stocks Falter. Michael Craig, Managing Director and Head of Asset Allocation at TD Asset Management, discusses the outlook for tech stocks and the broader implications for markets.

The Outlook For The U.S. Economy Is Bullish

Weekly Report: what happened at IHAK last week (0415-0419)?

Chinese Hackers May Control Your Water And Are Laying in Wait, FBI Warns — 3 Startups To Watch

Weekly Report: what happened at IHAK last week (0408-0412)?

Tailwinds In Tech

William Blair: We are in a new demand cycle for tech hardware. Smartphones and PCs are still the largest end-markets, but their outlook is improving. AI presents a second avenue of growth for many of these Taiwanese companies, says Hiraman. The past year’s gains in Taiwan tech were primarily driven by increases in stock valuations.

Weekly Report: what happened at IHAK last week (0401-0405)?

April 2024 Perspective

Home Market Outlook Today's Market April 2024 Perspective: Manning & Napier. The market is continuing to focus on the soft landing scenario in the equity market. Energy and Materials were the strongest performing sectors in March. The Information Technology sector has started to show signs of cracks.

Equity Outlook: Earnings Step Back Into The Market Spotlight

Too many companies with solid earnings growth haven’t been rewarded in narrow equity markets. Global equities advanced briskly in the first quarter. Earnings growth is poised to take center stage as a driver of stock returns for wider equity markets, says AllianceBernstein. The market's resilience reflects a potential turning point for equity investors.

Weekly Report: what happened at IHAK last week (0325-0329)?

Weekly Report: what happened at IHAK last week (0318-0322)?

Taking Stock: Q2 2024 Equity Market Outlook

Weekly Report: what happened at IHAK last week (0311-0315)?