CNYA

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.

Rising Treasury Yields, Falling Oil Prices, And Hawkish Talk From The Fed

Home Market Outlook Economy Analysis Rising Treasury Yields, Falling Oil Prices, And Hawkish Talk From The Fed. The 10-year US Treasury yield rose to levels not seen since last November. Prices for West Texas Intermediate crude oil fell last week from recent highs despite tensions in the Middle East.

CNYA: Improving Economic Data In Q1, But Confidence Is Still Lacking

IShares MSCI China A ETF (CNYA) is down 47% since its last peak in February of 2021. CNYA has seen a decrease in assets from $695 million to $191 million. Sean Pavone wrote a buy thesis on CNYa in July last year. Economic data in China was strong in Q1. The fund is well diversified in terms of sectors and companies.

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 CNYA last week (0415-0419)?

Weekly Commentary: World-Wide De-Risking/Deleveraging

Looking Back At Equity Factors In Q1 2024 With WisdomTree