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.

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.

Should You Invest in the iShares U.S. Aerospace & Defense ETF (ITA)?

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U.S., allies plan fresh sanctions on Iran in response to attack on Israel

Should You Invest in the Invesco Aerospace & Defense ETF (PPA)?

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

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Latest threat to stock-market rally? Investors suddenly fear geopolitical risks.

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

ITA: Boeing Allocation Dims Outlook For This Defense ETF

IShares U.S. Aerospace & Defense ETF is the largest defense-focused ETF. Geopolitical tensions have led to an increase in military spending, benefiting defense stocks. The outlook for the defense sector is positive, but ITA may not be the best choice for exposure to this sector. The fund's heavy exposure to Boeing may hinder its performance.

Why Industrial Stocks May Be Ready For Their Close-Up

Benjamin Gossack, Managing Director and Portfolio Manager with TD Asset Management, says industrials are the real drivers in the bull market cycle. He says the top 10 stocks in the S&P 500 are outperforming while the bottom 60 are underperforming. Why industrial stocks may be ready for their close-up.

What Are Markets Pricing In?

Major stock market indices in the S&P 500 and Nasdaq are pricing in a significant rebound in growth throughout 2024. The areas of the market which are most forward-looking are looking increasingly priced to perfection. The more pro-cyclical and growth-sensitive sectors are yet to price in any material rebound.

Should You Invest in the SPDR S&P Aerospace & Defense ETF (XAR)?

What Shifting Expectations About The Fed's Next Move Could Mean For Markets

Home Investing Strategy Portfolio Strategy What Shifting Expectations About The Fed's Next Move Could Mean For Markets. Anna Castro, Managing Director and Head of Retail Asset Allocation at TD Asset Management says what's important isn't the timing of a rate cut, but whether you remain invested. Inflation, interest rates and the markets.

XAR, ACHR, GD, HEI: ETF Outflow Alert

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

SPDR S&P Aerospace & Defense ETF declares quarterly distribution of $0.1560

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A Vote For Value Stocks In 2024