Investors rethink recession plays, boosting U.S. stock market laggards

  • 📰 globeandmail
  • ⏱ Reading Time:
  • 49 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 23%
  • Publisher: 92%

Business News News

Business Business Latest News,Business Business Headlines

Some have started dipping their toes into economically sensitive market areas

A U.S. stocks rally is showing signs of expanding beyond the cluster of giant growth and tech names that have led gains this year, as investors reposition portfolios primed for a widely expected recession.

"We're seeing indications that the economy is going to be more resilient to headwinds," said Tim Murray, a capital market strategist in T Rowe Price's multi-asset division."There's reason to believe that the pessimism we saw at the start of the year is giving way to a stronger-than-expected market." By contrast, the tech-heavy Nasdaq 100 has gained about 2% this month - though the recent underperformance follows a nearly 33% year-to-date surge on excitement over developments in artificial intelligence.

Ten of the 11 S&P 500 sectors are firmer for the month to date, compared to only six for the year. An additional sign that investors are looking further afield can be seen in the market's breadth: the percentage of S&P 500 stocks trading above their 200-day moving average stood at nearly 54% on Friday, up from a low of 38% in March. That is still off from the high of 76% reached in February, however.

 

Thank you for your comment. Your comment will be published after being reviewed.
Please try again later.
We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

 /  🏆 5. in BUSİNESS

Business Business Latest News, Business Business Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

Answering burning questions about the end of a bear marketA roundup of investment ideas for active investors
Source: globeandmail - 🏆 5. / 92 Read more »

Toronto’s condo market in a ‘moment of reckoning.’ What does it mean for investors?A whopping 36 per cent of Toronto condos are owned by investors. But even as savvy buyers lose money, they’re not jumping ship just yet.
Source: TorontoStar - 🏆 60. / 55 Read more »

Looking at entertainment stocks? Expert suggests 'highly profitable' Netflix - BNN BloombergInvestors looking at the entertainment space for opportunities may want to consider Netflix Inc., one expert says, as the company is poised for growth.
Source: BNNBloomberg - 🏆 83. / 50 Read more »

Why Apple's Vision Pro got such a sour market reactionPhilip Petursson of Investors Group speaks about Apple Inc.\u0027s new virtual reality goggles, Apple Vision Pro, and market reaction. Read on.
Source: fpinvesting - 🏆 43. / 63 Read more »