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Shaking Up The Mag 7: EPS Focuses On Earnings, Not Size (NYSEARCA:EPS) seekingalpha.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from seekingalpha.com Daily Mail and Mail on Sunday newspapers.
With the volatility in global equity markets this year, it may be comforting for investors to focus solely on US markets. However, it may be riskier to be geographically myopic now. ....
One of the reasons we founded RBA in 2009 was we thought the US market was entering, perhaps, the biggest bull market of our careers. However, our bullish view at the time was far from consensus. Skepticism regarding potential returns in the US was understandable because emerging markets had significantly outperformed for a decade, andRead More ....
A Reflation Shock: The Catalyst for Small and Mid Cap Value? It is an understatement to say that 2020 was tough for value investors. Stocks in the Energy, Materials and yield-sensitive Financials sectors were left wanting last year. That meant pain for reflation-heavy small– and mid-cap stocks, owing to their sizable weights in those groups. Our small and mid cap dividend-oriented value index (in teal in figure 1) are particularly heavy in them Figure 1: Sector Weights, Reflation Beneficiaries For definitions of indexes in the chart, please visit our glossary. Aside from the post-March bounce back in just about every asset class, disinflationary themes still dominated our Covid-19-focused world. ....