Stocks_injected_with_a_shot_of_hope
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Stocks injected with a shot of hope November 2020 Research Signals Encouraging vaccine news boosted equity markets worldwide, with many major regional indexes notching solid double-digit monthly gains. As investors looked beyond the virus on hopes of life returning to normal in the coming year, coupled with reduced uncertainty with the US election in the rear-view mirror, high risk and beaten-down value stocks that would benefit from economic growth outperformed (Table 1). Optimism for the econo |
IHS Markit |
, factors among us large , asset value to price , markit owns all ihs , price momentum price momentum , momentum price momentum price , momentum price momentum liquidity , momentum price momentum , price momentum earnings momentum , price momentum price , earnings momentum price momentum , size pric |
31-Jan-2021 |
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Value_gains_traction_amid_rising_interest_rates
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Value gains traction amid rising interest rates March 2021 Research Signals Investors remain optimistic given an improved economic outlook amid accelerating vaccinations, supported by fiscal and monetary stimulus as well as a 10-year high in the J.P.Morgan Global Manufacturing PMI. However, rising inflation expectations and US Treasury yields, which logged their highest quarterly gain since December 2016, put pressure on growth stocks, reinforcing the value trade (Table 1). US: Forward 12-M EPS- |
IHS Markit |
, factors were also key , markit owns all ihs , price momentum price momentum , momentum price momentum price , momentum price momentum liquidity , time weighted earnings yield , earnings momentum earnings momentum , ihs markit , ihs markit decile spread , size price momentum price , earnings moment |
21-Apr-2021 |
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