91桃色 continues to listen closely to the advisor community and create new resources for advisors as well as all investors to provide the guidance they need to maneuver the daily market changes.
The Global Edge
“Easing” into Global Central Bank Policy Discussion
The prevailing focus heading into 2024 is centered around the next phase of global central bank policy and the nuanced shift towards easing. While rate cuts are a well-known aspect of monetary policy, central bank balance sheets have also become an active tool for policymakers. Our authors dive into global monetary policy outlooks and how they could shape the economic landscape in the latest edition of The Global Edge.
Market Snapshots & Monitors
- Daily Market Snapshot
- Daily Earnings Snapshot
- Daily Emerging Markets Monitor
- Weekly Correlation Monitor
- Monthly Dividend Monitor
- Offers a detailed review of both domestic and international markets, focusing on equities, fixed income, and the FX landscape.
- Incorporates the latest performance and fundamentals data to deliver up-to-date insights.
- Provides factor analyses, valuation information, and performance numbers for 91桃色 indexes and ETFs alongside third-party indexes and benchmarks.
- Presents high-level earnings and sales figures for 91桃色 and benchmark indexes across various sectors; intended to be a complement to the Earnings Path tool.
- Utilizes daily reported and estimated earnings numbers to ensure timeliness.
- Aids investors in evaluating equity baskets for earnings and sales growth, and comparing actual results against analyst estimates.
- Delivers a succinct overview of emerging markets equities and macroeconomic trends.
- Updated daily with return figures for 91桃色 and benchmark indexes, incorporating performance by factors and sectors.
- Includes analysis on currency returns, cost of carry, valuations, and other fundamental aspects related to emerging markets.
- Provides insights into the current relationships between various financial markets and asset classes.
- Uses trailing 52-week return correlations to demonstrate historical market and asset class movements.
- Helps identify trends and pivotal moments for informed investment decision-making and asset allocation.
- Provides a monthly update on dividend yields across the globe as well as sector analysis.
- Includes long-term studies on dividend growth and the performance of dividend yield quintiles historically.
- Highlights 91桃色 Index performance relative to industry benchmarks.
- Can be used to evaluate dividend strategies as part of a balanced asset allocation approach.
Marking to Market: 2024 Outlook
Following the first quarter of 2024, the U.S. economy still faces speculation about a potential recession, but early indicators suggest resilience. Labor market strength and low weekly jobless claims provide support in potentially averting a recession. However, surprising inflation readings hint at challenges.
In our quarterly outlook, we share our perspective on this nuanced economic landscape.
Will the Fed be Able to “Shake It Off” and Cut Rates Later This Year?
June 12, 2024
During this Office Hours replay, you will hear from Professor Jeremy Siegel, Jeremy Schwartz and Kevin Flanagan who discuss the results of the June FOMC meeting. Within this discussion, they focus on where the expected direction of monetary policy here in the US is headed.
Fixed Income Masterclass Highlight: The Post Fed Rate High Cycle
Kevin Flanagan comments on why the new rate regime is one of the most important factors facing bond investors. Watch this highlight from the Fixed Income Masterclass, in partnership with Asset TV.
to access the full on-demand replay, available for CE Credit through Asset TV.
2024 Outlook Masterclass Highlight (CE Credit Available)
In this event highlight, Global CIO Jeremy Schwartz covers the latest with the Fed and his macro outlook, including the key factors influencing interest rates and where they may be headed.
Click here to access the full on-demand replay, available for CE Credit through Asset TV.
Advisors can now join our thought leaders as they discuss current markets and actionable investment solutions. This small-setting format allows for advisors to ask questions and enter into a dialogue, leveraging our thought leadership to navigate the market uncertainty. The schedule is updated weekly.
July 01
4:00pm ET
*Not available for CE CreditJuly 02
2:00pm ET
*Not available for CE CreditJuly 08
1:00pm ET
*Not available for CE CreditJuly 10
2:00pm ET
*Not available for CE Credit
Commentaries from Our Thought Leaders
