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February 24, 2022
SUMMARY We believe bull markets inevitably involve corrections. In our view, a ‘healthy’ correction is one where pullbacks are contained to less than half of the advance. We believe the markets are going through a ‘healthy’ correction, but we remain vigilant as these important levels are being tested. Ukraine Tensions and Higher Rates Will LikelyRead More
February 9, 2022
Recent volatility around earnings headlines obscures underlying earnings power, in our view.
January 19, 2022
The economy is experiencing a strong recovery with unusually high wage and inflation growth, in our view.
December 24, 2021
In our Base Case, we believe US stocks generate positive returns in ‘22 but with more volatility. We start the year overweight US equities.
November 23, 2021
Every year around this time, the RiverFront Investment Team looks to communicate our thoughts for the coming year.
August 11, 2021
In a news conference in April of 2020, Federal Reserve Chairman Jerome Powell addressed the gravity of the economic situation being created by the pandemic and urged Congress.
July 29, 2021
أبطال فيلم العارف تصدرت إيرادات فيلم العارف، محركات البحث، وذلك للإيرادات الكبيرة التي حققها فيلم «العارف»، بداية من عرضه بالتزامن مع عيد الأضحى، محققا إيرادات بلغت حتى الآن، 33 مليون جنيه في أسبوعي عرض فقط، ما يجعل إيرادات الفيلم، تتصدر الأفلام المنافسة له في فترة العيد، ...
May 11, 2021
Looking Ahead to 2022 with ‘Realistic Optimism’ Stock valuations are driven by future expectations. That mindset proved beneficial to equity investors who were willing to look towards the future with optimistic expectations for a re-opened world and the resultant economic recovery. They have been rewarded with positive returns over the past twelve months, but now that we are in recovery mode, what comes next? Our Three Tactical Rules* shape our view as we look out over the next ninety day...
April 7, 2021
Cyclical Sectors Responded Well to Vaccines, Stimulus, and Pent-up Demand A little over twelve months ago, investors were looking for signs that the bull market and multi-year economic expansion were coming to an end. The onset of COVID-19 put an end to both, but now investors are focused on a new expansion and a new bull market with different dynamics. As we have navigated back and forth between optimism and pessimism, we have also seen leadership changes across asset classes and investment st...
March 7, 2021
ICICI Direct - Derivatives Weekly View (March 5): Level of 14700 remains crucial for upsides to continue...