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Showing 31–36 insights out of 107 results
Research report
Q2 2023 3D Report: Do LEIs lie?
Are leading economic indicators sending false signals? If not, then Houston we have a problem.
Chart of the week
Institutions remain cautious, despite market rally
Market sentiment has shifted recently, but there are still reasons for caution. This week’s chart looks at institutions’ somewhat neutral positioning.
Chart of the week
Tech-heavy market accentuates stocks’ rich valuations
Overconcentrated and expensive? This week’s chart looks at valuations on the top 10 S&P stocks vs. the full index.
Chart of the week
As growth turns higher, leading indicators remain flat
Markets have rallied amid better-than-expected economic data, but leading indicators show little optimism. This week’s chart looks at the growing gap.
Podcast
FireSide: Concentration issues—Focusing on the top-heavy U.S. equity market
The Investment Research team unpacks the risks of elevated concentration in U.S. equity markets
Chart of the week
Stock market concentration near a tipping point?
Concentration issues? This week’s chart looks at the top 10 stocks’ growing representation within the S&P 500.
Showing 31–36 insights out of 107 results