Equities Play A Waiting Game

Consumption continued to drive growth in the first quarter. The waiting game continues for the U.S. Federal Reserve and other major central banks to cut interest rates this year. 2024 is shaping up to be a “normal” expansionary year with healthy levels of economic growth and inflation.

What's in Store for Microsoft ETFs This Earnings Season?

The Outlook For The U.S. Economy Is Bullish

Adapting To Economic Paradigm Shifts

Home Investing Strategy Portfolio Strategy Adapting To Economic Paradigm Shifts. Investors should look to real assets to diversify beyond the traditional 60/40 portfolio. The global economy may be shifting from a low inflationary paradigm driven by disinflationary forces to an inflationary one.

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

iShares Global Tech Getting Very Oversold

Microsoft's Strategic Emphasis on AI and Cloud Services Signals Strong Future Performance: Analysts

Citigroup analyst Tyler Radke maintained Microsoft Corp with a Buy and lowered the price target from $480 to $475. BofA Securities analyst Brad Sills reiterated a Buy rating on Microsoft with a price target of $480. The analyst remains positive on Microsoft ahead of third-quarter results.

Equity Market Outlook Q2 2024: Extreme Distortions Everywhere - A Moment For Active Management

Home Market Outlook Today's Equity Market Outlook Q2 2024: Extreme Distortions Everywhere - A Moment For Active Management. Neuberger Berman: U.S. Economic growth has remained resilient and leads the world. Global Industrial Activity Is Picking Up While Early Signs Of Moderating Growth in Europe. We believe extreme market consensus presents a moment for active management.

Weekly Report: what happened at IXN 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.

Microsoft's £2.5B UK Investment Fuels AI Talent Hunt and Data Center Expansion

Microsoft has unveiled a new hub in London for its consumer AI division. The division is led by AI scientist and engineer Jordan Hoffmann. Hoffmann recruited from notable AI startup Inflection AI. The move follows Microsoft's investment in the company last year and introduction of the division.

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

How Mega-Forces Will Reshape The Macro Regime And Investing

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 IXN last week (0325-0329)?

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

Taking Stock: Q2 2024 Equity Market Outlook

3 ETFs That Could Turn Your Portfolio Into a Tech Powerhouse

Tech is one of the few segments with near-unlimited long-term growth potential. Instead of investing in a handful of tech stocks, look to these tech ETFs as viable additions to a well-rounded portfolio. The iShares U.S. Medical Devices ETF offers exposure to both tech and healthcare sectors. The SPDR Portfolio S&P 600 Small Cap ETF is a way to offset risk in large- and mega-cap tech stocks.

Tim Cook Launches New Apple Store in Shanghai as iPhone Struggles in China

Tim Cook, Apple's CEO, inaugurated a new store in Shanghai. The opening of Apple’s eighth store in China was part of a visit to the country. Cook's visit underscores Apple's commitment to China as a critical market and manufacturing hub. In the first six weeks of 2013, iPhone sales in China plummeted by 24%.