«You're
seeing the equity market move higher and the Treasury yields climb just a bit.»
«If we start to
see equity markets selling off and volatility moving higher, the way that global capital flows move is there's usually repatriation of Japanese investors having overseas investments where they bring that money home, and U.S. investors also tend to bring their money home,» he said.
Turning the page of the calendar into March
sees the equity markets again looking strong.
Not exact matches
It assumes that U.S.
equities have gotten ahead of themselves and the next year or two will
see European stocks and emerging
markets play catch - up.
«This is the best earnings season we've
seen in the United States in seven years and, frankly, the fourth consecutive really strong quarter,» the firm's chief
equity market strategist said Tuesday on CNBC's «Futures Now.»
The high - yield
market has underperformed
equities this year, often
seen as a sign of trouble for stocks.
«Investors continue to
see Japan
equities as undervalued relative to other
markets and say they want to overweight Japan for the next 12 months,» he added.
Now, those savings are pouring into
equities markets like India's benchmark Sensex index, which has in turn
seen a 14 % rally over the past year.
«We're not
seeing significant impact from cryptos on the size of the
equity market.
We've
seen rates really move higher on a year - to - date basis and vacillate and that's had a ripple effect into the
equity markets.
«It is not just extreme bears such as me who
see that the
equity market is in trouble,» Edwards said.
We think the US
equity markets will continue to gradually move more to passive, but we
see lots of room around specialist strategies like biotechnology, senior housing type things, and we
see plenty of opportunities in international and emerging
markets where active management adds very significant value.
The prospect of inflation coming back caused a lot of investor anxiety and consideration to the impact on
equity markets, so we
saw broad volatility.
LONDON, Jan 31 (Reuters)- Global investors trimmed
equity holdings by 1.2 percentage points in January, concerned that
markets have grown complacent after a thundering bull run and
seeing risks of an inflation wake - up call.
LONDON, Jan 31 - Global investors trimmed
equity holdings by 1.2 percentage points in January, concerned that
markets have grown complacent after a thundering bull run and
seeing risks of an inflation wake - up call.
Butler: I believe that we should
see strong
equity markets and I would be more weighted to
equities than bonds.
«Following the U.K. election, the relative risk investors
saw in European bonds came back and as the situation in Greece develops, risks will hopefully unwind and as we move into a certain environment, we can expect bond
markets to continue to normalize,» Thomas Buckingham, portfolio manager of the European
Equity Group at JP Morgan Asset Management, told CNBC on Monday.
Hedge funds and private
equity funds
saw the potential to corner this
market and began offering much higher loan to value ratios, meaning they would lend as much as 80 percent of the value of the property.
That is also being
seen in the
equities markets which have opened firm this morning.»
Our outlook «reflects lower earnings estimates, zero
equity value assigned to GE Capital, and lower value assigned to GE Digital initiatives, as we don't
see the
market paying up for this optionality,» the Bank of America note says.
We
see few signs of late - cycle
equity market complacency, with a broad swathe of stocks behind gains in major
markets.
At the moment, there's a little bit of support from weak
equity markets, but we
see further weakness coming through,» Daniel Hynes, senior commodity strategist at ANZ, told CNBC.
Roland Rust, a
marketing professor at the University of Maryland and coauthor of last year's Driving Customer
Equity, says that companies increasingly
see the link between customer service and «retention, loyalty, and increased sales.»
«This has dampened the fears we
saw in the
equity markets early last month.
Only foreign exchange trading (+1 %) and those working in electronic
markets for fixed income (+7 %) and
equities (+3 %) are expecting to
see a pick - up in their compensation.
One of the most encouraging things you want to
see in the
equities market is when a stock rallies in the face of bad news.
«If we
see 3.0 percent next week that is going to spook people more - the
equity market psyche is fragile at this point.»
We
see the move as related to global emerging
markets, where the MSCI EM index is down for the third day in a row and the largest EM ETF
saw $ 320 million of outflows yesterday following $ 550 million the previous day, said Mohamad Al Hajj, head of MENA
equity strategy at EFG - Hermes.
We have not
seen a 10 % correction for 25 months - but in the 1980's, 1990's and 2000's we had three - year, seven - year and 41⁄2 - year bull
markets in
equities without such a correction.
(
See» You Don't Know Me...») And when the IPO aftermarket started to crumble at midyear, many blamed the malaise on a host of still - green companies that had been rushed to the
market at any price to take advantage of its insatiable appetite for
equities.
yields will hit the highs on close end of the day...
equity markets setting up to be slammed tomorrow maybe but today they have run over weak shorts in the face of rates... the federal reserve
see's this and again will wonder if they are behind on hikes, strong data, major expansion in credit, lack of wage growth rising bond yields and ballooning debt... rates will go much higher and
equities will have revelations as to what that means for valuations
Major Asian
equity markets stumbled on Wednesday morning, as
markets in Hong Kong, Japan and in China
saw relatively big losses, tracking declines in the US over greater perceived risks in the
market.
There is a lot of competition with heavy hitters in the
equities market and I've
seen large institutions drag down a highly liquid stock with just one trade, causing others to dump because of the hit to their portfolios.
«It continues to reflect that
equity markets had done so well, and were so calm, heading into 2018 that this is kind of unwinding that complacency that we
saw set in over the past couple of years.»
However, while we are in the sweet spot, we do
see selected opportunities among EM assets that investors may want to consider, including in EM local - currency debt and certain
equity markets.
I'm
seeing more and more growth
equity financings come to
market with an over-sized component of the financing allocated to existing shareholder liquidity.
1) BusinessWeek, 1979: «This «death of
equity» can no longer be
seen as something a stock
market rally — however strong — will check.
Its Silicon Valley venture capital backers
saw it as a game - changer for real estate, and envisioned themselves picking off $ 250 million a year out of a potential $ 25 billion
market: insurance policies that would protect the nation's homeowners from one of their deepest fears — further losses in their
equity.
Investors have historically accessed infrastructure through private debt and
equity markets (
see graphic below).
Historically, we have
seen short duration bonds have a lower correlation to stocks, which can be a beneficial ballast when
equity markets are down.
«Some younger investors... are extremely risk averse because they have
seen their parents lose their jobs, lose
equity in their homes and experience stock
market declines after 9/11, Enron and the global financial crisis,» the certified financial planner said.
The
market was very much an all - ships - rose - with - the - tide - type
market,» said David Stepherson, chief investment officer for Baltimore - based Hardesty Capital Management, which
saw its
equity returns rise 32 percent during 2013, while its total portfolio increased 20 percent.
AMC Entertainment, Wanda Cinema Line Co. and Wanda's Hong Kong - listed commercial real estate unit have
seen their shares fall in recent months amid the recent China - led rout in
equity markets.
«
Equity has substantially increased and people are
seeing that they may want to improve or upgrade,» says Pava Leyrer, chief operating officer of Northern Mortgage, «as opposed to trying to find a house [in a
market with] limited supply right now, even if they could sell theirs quickly for more.»
Yet, stock -
market corrections do not necessarily change the economy's course, and we still
see an economic backdrop that should favor
equities.
Equity markets may rise or fall from day to day, as some investors are forced to sell, but others
see value and bring liquidity to the
market.
As long as we
see accelerating growth and stable financial conditions,
equity markets around the world will likely continue to perform well.
As you can
see below, the disciplined investor significantly outperformed the more aggressive investor who pulled back his
equity exposure radically as the
market fell.
In fact, despite the added risks and work they entail, many
see alternative investments as the perfect antidote to the anemic returns forecast for the broad - based
equity and bond
markets.
We
see muted returns across asset classes in the coming five years, as structural dynamics such as aging populations help keep us in a low - return world, and we believe investors need to go beyond broad
equity and bond exposures to diversify portfolios in today's
market environment.