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

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.

Nederland Laatste Nieuws, Nederland Headlines

Similar News:Je kunt ook nieuwsberichten lezen die vergelijkbaar zijn met deze die we uit andere nieuwsbronnen hebben verzameld.

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

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

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

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

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

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...
Bron: YahooFinanceCA - 🏆 47. / 63 Lees verder »