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 IHI last week (0408-0412)?

Noteworthy ETF Outflows: IHI, SYK, MDT, EW

Top 10 best performing S&P 500 health care stocks of 2024

19 of the 65 health care stocks within the S&P 500 have topped the broader market's performance in 2024. The health care sector traditionally has been seen as a defensive sector. The top 10 best performing health care companies in 2024 are all in the Health Care sector.

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

Time to Tap Healthcare ETFs on Nvidia's AI Ambition?

Should You Invest in the iShares U.S. Medical Devices ETF (IHI)?

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

Don't expect pandemic backlog to fuel orthopedic sales, says Needham

Don't expect pandemic backlog to fuel orthopedic sales, says Needham & Co. The hip market grew the most last year, according to the investment bank. Needham says the backlog appears to have been largely exhausted, with 2023 sales modestly higher than they would have been without the pandemic.

XLV: Fundamentals Don't Support Overweighting Health Care

The Health Care Select Sector SPDR ETF (XLV) tracks the 64 Health Care stocks in the S&P 500 Index. XLV's valuation is excessive and its growth potential could be better. The Sunday Investor Investing Group Leader does not recommend overweighting Health Care. XLv's best feature is its performance in major drawdowns.

Oppenheimer: S&P 500 top might not come until 2025; spotlights infrastructure stocks

Oppenheimer: S&P 500 top might not come until 2025; spotlights infrastructure stocks. Oppenheimer argued that the S&p 500 is poised for a move higher. The firm also pointed to the Global X U.S. Infrastructure Development ETF as a buying opportunity.

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

iShares U.S. Medical Devices ETF declares quarterly distribution of $0.0313

Taking Stock: Q2 2024 Equity Market Outlook

Notable ETF Inflow Detected - IHI, ABT, SYK, MDT

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.

IHI: Technological Advances Will Continue Carrying This High-Performing Medical ETF

IShares U.S. Medical Devices ETF has demonstrated the greatest long-term performance among peer funds. Abbott Laboratories and Intuitive Surgical are key holdings of the fund. The fund is uniquely postured for growth looking forward due to its mix of top holdings. IHI has outperformed the S&P 500 Index over the past decade. The iShares fund has the highest expense ratio compared to peer healthcare and medical device funds.

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

Noteworthy ETF Outflows: IHI, ABT, EW, BSX

Zacks Investment Ideas feature highlights: Tenet Healthcare and HCA Healthcare