Not exact matches
«It's going to be critical for earnings growth to kick
in in order to sustain the
bull market from here and to be able to push stocks higher,» says Sarah Riopelle, vice-president and senior portfolio manager at RBC Global
Asset Management.
Furthermore, Boris Schlossberg, managing director at BK
Asset Management, said Tuesday on «Trading Nation» that while neither stock is a buy right now, «the bullish case for both is if you're truly a big believer
in a massive
bull move this year
in the
market, and that the tax cut is going to increase spending on travel.»
Bill Ackman has seen his hedge fund's
assets cut more than
in half from their peak above $ 20 billion
in 2015 as institutional investors flee Pershing Square's abysmal returns amid a roaring
bull market.
9An example of a sustained rise
in asset prices that was not a bubble is the
bull market in U.S. equities that began
in the 1950s.
The wealthy own most of the
assets in the world which is why most people don't feel the same amount of satisfaction
in a
bull market.
For
bulls, the weakness
in the Yen and gold could be an encouraging sign, as the main safe - haven
assets are not confirming the selloff
in equities this week, but forex
markets could look different
in a day, as the FED will likely stir things up substantially.
If you can explain where this
bull market is coming from maybe I'll buy
in to your
asset allocation model.
While our most profitable momentum trades
in healthy
bull markets are typically realized from small to mid-cap growth stocks, we strongly believe that trading ETFs is better than stock trading
in flat or choppy
markets (due to the various
asset classes available).
«During the latter stage of the
bull market culminating
in 1929, the public acquired a completely different attitude towards the investment merits of common stocks... Why did the investing public turn its attention from dividends, from
asset values, and from average earnings to transfer it almost exclusively to the earnings trend, i.e. to the changes
in earnings expected
in the future?
If we are
in a
bull market, some
assets should go up and some may go down....
I've been lucky, like anybody who has also invested
in various
asset classes, that the
bull market has gone on for so long.
Whether
in bull or bear
markets, reallocating
assets from the better - performing
asset class to the worse - performing ones feels counterintuitive to the average investor.
Bulls Market - A Bulls Market, is essentially reflect of a particular asset or stick rising over a period of time, typically reflective of buyers being in control of said asset and market, thereby eliminating the majority of doubt or lack of easement over whether or not to invest into such a
Market - A
Bulls Market, is essentially reflect of a particular asset or stick rising over a period of time, typically reflective of buyers being in control of said asset and market, thereby eliminating the majority of doubt or lack of easement over whether or not to invest into such a
Market, is essentially reflect of a particular
asset or stick rising over a period of time, typically reflective of buyers being
in control of said
asset and
market, thereby eliminating the majority of doubt or lack of easement over whether or not to invest into such a
market, thereby eliminating the majority of doubt or lack of easement over whether or not to invest into such a stock.
After 401 (k) s were initiated
in 1978, those containing stock
assets appreciated
in the long 1982 - 2000
bull market, which convinced many that they didn't need to save, as mentioned earlier.
China played a major role
in the years - long
bull market for bitcoin, and the emergence of South Korea offered reassurance that the high - tech Asia region was embracing the alternative
asset class.
In the introductory text for Part I of their 2016 book, Adaptive Asset Allocation: Dynamic Global Porfolios to Profit in Good Times — and Bad, Adam Butler, Michael Philbrick and Rodrigo Gordillo state: ``... we have come to stand for something square and real, a true Iron Law of Wealth Management: We would rather lose half our clients during a raging bull market than half of our clients» money during a vicious bear marke
In the introductory text for Part I of their 2016 book, Adaptive
Asset Allocation: Dynamic Global Porfolios to Profit
in Good Times — and Bad, Adam Butler, Michael Philbrick and Rodrigo Gordillo state: ``... we have come to stand for something square and real, a true Iron Law of Wealth Management: We would rather lose half our clients during a raging bull market than half of our clients» money during a vicious bear marke
in Good Times — and Bad, Adam Butler, Michael Philbrick and Rodrigo Gordillo state: ``... we have come to stand for something square and real, a true Iron Law of Wealth Management: We would rather lose half our clients during a raging
bull market than half of our clients» money during a vicious bear
market.
As the
bull market ebbs,
asset managers across the globe — particularly
in Europe — will need to innovate using data and technology to protect profit margins.
The survey provides actual figures on a phenomenon we've observed since the cryptocurrency
market bull rally began — namely, that banks are closely examining client interest
in the digital
asset class to determine an appropriate entry point.
They argue that «there must be serious fundamental problems with any
asset class that commands a Normalized P / E of only 13x at the peak (
in May 2015) of one of the greatest liquidity - driven
bull markets in history.
A secular
bull market in fixed income
assets delivered bond investors equity - like returns with little volatility for the better part of three decades.
With
asset prices so high, and considering that we're almost 9 years into one of the longest
bull markets in U.S. history, investors at this point need to have a plan for what they will do if
asset prices should fall.
For example, while managed futures as an
asset class have generally underperformed stock and bond
markets in their current
bull market, if one compares the rolling 12 month returns of various
asset classes (bonds, hedge funds and managed futures) against the S&P 500 from 1994 to 2014, managed futures as an
asset class rose when the S&P 500 declined.
A darling
asset class of this
bull market has been U.S. high yield debt, as many searching for income
in a low - rate world have turned to these higher - yielding bonds.
Bull markets can arise from a shift
in trading strategies, perhaps by investors pursuing higher growth
assets.
Nimble
asset allocation should help to minimize your losses during bear
markets and maximize your gains during
bull market — at least
in theory.
Rick Rieder and Russ Brownback examine the more volatile cyclical dynamics we're likely to encounter
in 2018, even as the secular risk -
asset bull market remains
in place.
As veteran Dow Theory theorist Richard Russell often points out,
in a bear
market when most other
asset classes are falling, those holding only cash are participating
in a
bull market in cash.
What other hard
assets could you acquire as you take partial profits
in this protracted
bull market?
As I have written about
in a number of my blog posts, when the
bull market in risk
assets was running hot, many endowments and pension funds neglected the value of liquidity.
In a
bull market, even though the overall trajectory is upwards, some
assets will perform better than others.
-- Mike Williams, Founder and Managing Partner at Alan Steel
Asset Management, writing on 2/19/18 about a chart showing all the bear
markets (
in orange) and
bull markets (
in blue) since 1926.
Given recent price and economic momentum, we are reasonably confident the bear
market in EM
assets — five years long for EM equities and currencies, and three years long for EM local currency bonds — came to an end
in January 2016, and the early stages of a
bull market look to be well underway.
History is replete with such self - reinforcing trends divorced from valuations: the tulip craze
in 1630s Holland, the South Sea Bubble of 1720, railway manias of the mid-1800s, the roaring
bull market of the 1920s, Nifty Fifty stocks
in the 1960s, Japan's
asset price bubble of the 1980s, and the late 1990s tech bubble, to name just a few.
The rally
in risky
assets was only the latest
in a
bull market now comfortably into its ninth year.
They want to max out their RRSPs and TFSAs so they can retire at a young age, not because they have any interest
in asset allocation, rebalancing, or cyclical
bull / bear
markets.
Similarly, funds may have avoided or tamed the last bear by being heavy cash, diversifying into uncorrelated
assets, hedging or perhaps even going net short, only to underperform
in the subsequent
bull market.
In our final blog post of 2017, we argued that the 2018 investment «vintage» would likely be defined by history as marking a cyclical turning point within a much larger secular
bull market for global risk
assets.
Even the second longest and strongest
bull market in U.S. history hasn't been able to save Franklin from declining revenue,
in what should theoretically be another golden age for
asset managers.
At the start of the year, I simply offered readers a glimpse into the way that I would be managing ETF
assets in the late - stage
bull market.
From an
asset - liability management standpoint,
bull markets get particularly precarious when caution is thrown to the wind, and people genuinely believe that there is no alternative to stocks — that you are missing out on «free money» if you are not invested
in stocks.
Since most of the plans were participant directed, many enjoyed control of the
asset allocation, particularly
in bull markets.
On 10/9/07, after five years of
bull markets where US stocks doubled and international stocks tripled, advisors had only 26 percent of
assets in cash and fixed income.
of total client
assets in the several years leading up to the 2000
market peak, and John Hussman has experienced similar investor attrition over the last few years as his valuation models have kept him largely on the sidelines during the
market's current
bull market run.
For years, companies have taken their cue from
bull markets and tried to parlay the
assets held
in their defined - benefit pension plans into big
market gains.
The sector itself also presented a major headwind, with most private equity / alternative
asset managers
in a slump for the past 2 - 4 years, with investors (wrongly) anticipating an abrupt end to a relentless but fearful
bull market.
Like most investment products, the amount of
assets invested expands
in a
bull market and contracts
in a bear
market.
It's difficult to short residential housing directly, so a
market has grown up around the
asset - backed securities
market,
in which
bulls and bears can make bets on the performance of home equity loans.
As the
bull market marches relentlessly on, investors are spreading their investment wings, expanding
in to different and often uncharted
asset vehicles as they gain confidence
in the strength of the
markets and
in their own ability to trade.
Lost
in the
bull market euphoria is the reality that economists have been dead wrong about the direction of
asset prices, particularly bond prices.
Less risky
asset types are clearly outperforming riskier ones... and that does not happen
in powerful
bull market uptrends.