Market Factors: The three most successful investing themes of the past 18 months still have legs

  • 📰 globeandmail
  • ⏱ Reading Time:
  • 43 sec. here
  • 4 min. at publisher
  • 📊 Quality Score:
  • News: 28%
  • Publisher: 92%

Newsletter اخبار

Market Factors,Marketfactorsnewsletter

Plus, how to find an honest strategist

Today we’ll outline Morgan Stanley’s view that the top-performing equity market strategies over the past 18 months will continue to outdistance broad indices, look at the characteristics that make an honest market strategist, and express my annoyance with academic economics.and I’m very glad I did.

Mr. Stanley included a list of 50 stocks with exposure to the biggest number of the 36 broad market themes he coversThis list has outperformed the S&P 500 by a factor of four over the past decade on a market cap-weighted basis. Rules two and three summarize why I hate single line charts. Virtually every chart I publish will feature an asset price and a market driver, showing a potential connection that will affect investor portfolios. Industrial metal prices, for example, are highly correlated to global manufacturing activity as measured by the J.P. Morgan Global Manufacturing PMI index.

The analysis found that any academic economist aspiring to any major award has to spend half of their career at one of eight universities – Harvard, Yale, Princeton, Stanford, M.I.T., Chicago, Columbia or Berkeley. No one else has won an award.

این خبر را خلاصه کرده ایم تا بتوانید سریع آن را بخوانید. اگر به خبر علاقه مند هستید، می توانید متن کامل را اینجا بخوانید. ادامه مطلب:

 /  🏆 5. in İR
 

از نظر شما متشکرم. نظر شما پس از بررسی منتشر خواهد شد.

ایران آخرین اخبار, ایران سرفصلها

Similar News:همچنین می توانید اخبار مشابهی را که از منابع خبری دیگر جمع آوری کرده ایم، بخوانید.

Market Factors: Three reasons the rich are still getting richerPlus, the dark side of an economic soft landing
منبع: globeandmail - 🏆 5. / 92 ادامه مطلب »

Market Factors: The sell-off was likely a lucrative opportunityPlus why global asset allocations might cause more selling in equities
منبع: globeandmail - 🏆 5. / 92 ادامه مطلب »

Market Factors: It’s Time to Hedge As Signs of Fragility Continue To Emergetk tk tk more in the newsletter
منبع: globeandmail - 🏆 5. / 92 ادامه مطلب »

Market Factors: The worst list of investing advice imaginablePlus, foreign investors show little appetite for Canada
منبع: globeandmail - 🏆 5. / 92 ادامه مطلب »

Market Factors: Answers to advisers’ most asked questionsPlus, climate change headaches for insurance stocks
منبع: globeandmail - 🏆 5. / 92 ادامه مطلب »

Oil prices jump: Here are the driving factors move the marketOil prices (BZ=F, CL=F) are rising after Libya's eastern government reported a halt in exports. Tensions in the Middle east also continue to escalate as...
منبع: YahooFinanceCA - 🏆 47. / 63 ادامه مطلب »