Equity Factor Report - Q1 2024: Momentum Strategies Shine

Strong investor sentiment and continued economic strength led momentum strategies to outperform in Q1 2024. The MSCI All Country World Index rose by 8.3% in the first quarter. Russell Investments' Factor Portfolios like Global Large Cap Growth, Momentum, and Quality outperformed the MSCi ACWI.

Q1 2024 Active Management Review: Momentum And Growth Factors Outperform

Home Market Outlook Today's Market Q1 2024 Active Management Review: Momentum And Growth Factors Outperform. Another strong quarter in markets led to another stellar performance for the Momentum and Growth factors. The Momentum factor was the standout performer across all regions. Low Volatility was the worst performing factor in the quarter.

Global Growth Is Back As Fiscal Reckoning Looms In 2025

Jan van Eck says the global economy is now back on a growth trajectory, but there is a potential fiscal crisis to watch for in 2025. Global growth should make you rethink your commodity allocation, he says. Van Eck shares where he thinks investors should be allocated to the world economy.

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 IOO last week (0415-0419)?

Looking Back At Equity Factors In Q1 2024 With WisdomTree

Global Growth Returns And The 2025 Fiscal Reckoning

Global Risk-On Sentiments to Strengthen in 2H24? ETFs to Gain

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

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

Global Macro Outlook: Second Quarter 2024

Home Market Outlook Economy Analysis Global Macro Outlook: Second Quarter 2024. The global economic picture did not change significantly in the first quarter of 2024. We continue to believe a soft landing is the most likely outcome for major economies. The US economy continues to outperform, with growth above potential.

How Mega-Forces Will Reshape The Macro Regime And Investing

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 IOO last week (0325-0329)?

2024 Global Market Outlook - Q2 Update: Pent-Up Exuberance

Home Market Outlook Today's Market 2024 Global Market Outlook - Q2 Update: Pent-Up Exuberance. The U.S. Economy is expected to avoid a recession in 2024, but economic uncertainty remains high. The labor market is slowing down and lower-income households are under stress.

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

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IOO: Not International Enough

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