Two influential tech companies reported disappointing Q2 numbers, which soured sentiment. At the same time, the S&P and Nasdaq have been under pressure, with both posting losses for the second consecutive week
Monthly Archives: July 2024
16 posts
We believe that by virtue of becoming your trusted partners in your investing journeys, we in turn form our own little teams with our clients and managers. And hence we would like to share with you some of the ideas from this gem of a communique that we feel will allow you to know us better, and subsequently help us deliver the best robo-advisory services to you
The global P&C side of the insurance industry has reported a significant boost in premiums, and the growing calls to insure climate-related risk are partly to blame. The resulting jump in insurance costs for policyholders is an issue that lawmakers are taking steps to address
One asset class that may be worth paying attention to in a falling rate environment is small-cap equity as it may directly benefit from lower rates and loosening financial conditions
Fed Chair Powell indicated the Fed may not wait for inflation to reach its 2 percent target before considering a rate move, buoying the markets
Consider themes that may be insulated from geopolitical-driven volatility like U.S. Infrastructure, Defense Tech, and Uranium. Also consider traditionally less volatile assets like preferreds, covered calls, or emerging market debt less correlated with U.S. election risks
Each month, the SSGA Investment Solutions Group (ISG) meets to debate and ultimately determine a Tactical Asset Allocation (TAA) to guide near-term investment decisions for client portfolios. Here we report on the team’s most recent discussion
Yesterday it was the Harris Trade but today it’s the Trump trade as stocks attempt to bounce back from last week’s selloff by using any lever they can pull. But from a probability perspective, election odds haven’t changed much, with Trump still expected to handily become 47
In June, the American Society of Clinical Oncology (ASCO) hosted its 60th Annual Meeting, drawing over 40,000 attendees from around the globe. This year’s event largely focused on validating revolutionary treatment categories like Chimeric antigen receptor (CAR) T-cell therapies and antibody drug conjugates (ADCs). Given proven clinical benefits across a wider array of cancer types, we expect these novel treatment categories to become increasingly important in the fight against cancer and the growth profiles of select companies in the healthcare space.
The Producer Price Index, which measures the change in wholesale prices, rose 2.6 percent in June year over year—its largest increase in 16 months. By contrast, the Consumer Price Index, which tracks consumer prices, showed that the pace of inflation slowed in June. Markets shrugged off the conflicting data, instead embracing the cooler CPI data.
Utilities, aerospace and defense, and oil & gas exploration are sector opportunities with great growth potential
Reminders take you back to basics. Investing is no different. No matter how sophisticated the offerings and the underlying systems look, the basics stay the same. The simplest lessons are often the most important ones.