30000-foot_view_of_US_equity_markets
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30,000-foot view of US equity markets December 2020 Research Signals The Dow Jones Industrial Average closed above 30,000 for the first time on 24 November 2020. For the month, the benchmark also recorded its best return in 33 years. We present an overview of noteworthy developments in US equity markets during this historic month. The recent rotation to value and small cap stocks was underscored by the highest monthly return for the iShares Russell 1000 Value ETF and iShares Russell 2000 ETF sin |
IHS Markit |
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31-Jan-2021 |
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SPACs
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SPACs 2.0 Pandemic driven craze or lasting change for private companies? One of the areas of the financial markets that has benefited from the pandemic is special purpose acquisition companies (SPACs), a type of blank cheque company designed to take companies public without going through the traditional IPO process. Historically, SPACS have been considered a relativity niche pathway to the public markets, often seen as a mechanism to extract fees from adding structure to a reverse merger of com |
IHS Markit |
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31-Jan-2021 |
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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 |
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31-Jan-2021 |
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Global-dividends-in-2021
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Global dividends in 2021 4 January 2021 Global dividends expected to grow 6.5% in 2021 Executive summary Global dividends in 2021 should grow by 6.5% year over year, putting the overall payout in 2021 just under the pre-COVID-19 levels of 2019. This growth will be driven by continued lifting of restrictions, accelerated growth as the vaccine becomes more widely available, and clearer visibility for businesses as they make capital allocation plans. The Asia Pacific (APAC) region will lead the di |
IHS Markit |
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31-Jan-2021 |
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Cybersecurity-Factors-Powered-by-BitSight-whitepaper
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Cybersecurity factors powered by BitSight February 2018 Research Signals Chief financial officers rate hacking the top external risk in a recent survey, with good reason. High profile cybersecurity attacks dominated the news cycle in 2017, including the Equifax data breach, the NotPetya worm, and the breach of the Securities and Exchange Commission s Edgar system, housing financial reports and other public company statements. Given the pervasiveness of cyber risks, we have partnered with BitSigh |
IHS Markit |
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31-Jan-2021 |
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Global-Report_Infographic_final.pdf?utm_campaign=PC019819&utm_medium=social_network&utm_source=LinkedIn-post4&hsid=1fb38438-b922-4293-a3cf-343f329b
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Global Dividends Insights According to IHS Markit, the recovery in dividend payouts is expected to vary across regions in 2021. In this report our Dividend Forecasting team share their insights in dividend levels and dig a little deeper into the makeup of the expected recovery. Dividends in the U.S. are expected to fall 0.7 percent this year, a slight decline from last year, on declines in the banking and oil and gas sectors. While not expected to surpass 2019 levels, dividends in the Eurozone a |
IHS Markit |
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21-Apr-2021 |
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Macro_indicators_and_sector_exposures
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Macro indicators and sector exposures March 2021 Research Signals A year ago 16 March, US equity markets had one of the worst single-day sell-offs on record, with major indexes recording double-digit declines, as stocks headed to the 23 March pandemic low. Since that time, markets have risen dramatically, supported by near-zero interest rates and the expansion of the Federal Reserve s balance sheet coupled with two rounds of federal stimulus payments, with fresh highs continuing to be recorded a |
IHS Markit |
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21-Apr-2021 |
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2021-global-automotive-dividend-outlook
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2021 global automotive dividend outlook 12 April 2021 Automotive sector dividend will decline 16% in fiscal year (FY) 2020, then rebound 29% in FY 2021, driven by the strong recovery of dividends from manufacturers The aftermarket and service sector has demonstrated greater resilience in payouts as compared with manufacturers (OEMs) and suppliers Automotive players from Japan should be the biggest contributor in FY 2020 and maintain the lead in FY 2021, accounting for around 32% of global payout |
IHS Markit |
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21-Apr-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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Monthly-Report-China-A-share_25Mar2021
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Dividend forecasting China s A-share dividends: What to expect in the year of the ox Maojun Ye, CFA; Qianwen Ruan, FRM; Yang Yang, CFA; 25th March 2021 China Securities Index 300 (CSI 300) constituents are forecasted to pay CNY803.8 billion aggregate dividends for fiscal year (FY) 2020, 3.4% higher than the previous year Bank dividends are expected to decline by 5.5%, because of lower dividends expected from the top payers Dividend payments from state-owned enterprises (SOEs) dominate the divid |
IHS Markit |
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22-Apr-2021 |
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