The big market themes of 2025. The growing disconnect between US equity prices and earnings. Where to find market opportunities in 2025. Equity markets have hit new highs this year, but can that ...

The playbook for Donald Trump's presidency is becoming clearer, analysts said this week, revising their investment ideas for ...

In this edition of Views from the Top, we'll discuss the AI theme in-depth. We'll also talk about a part of the global stock market that has been unloved - healthcare stocks.

Artificial intelligence was a big stock-market theme in 2024. We’ve talked about it, and heard it many times. But AI was far from the only thing that happened in stocks last year. We saw record ...

It goes without saying that many of these themes are interrelated but the big question to address is whether US exceptionalism will continue and what this means for the Mag-7, market breadth and ...

The bear market theme seems to be centered around higher interest rates and a collapsing world economy, making put options a good hedge for portfolios. 24K-Production The current Bull Market ...

Nothing stays the same forever – and that’s especially true in the market. While Big Tech stocks still hold the crown, smart investors are diversifying and looking beyond those titans. They’ve got ...

This edition of Market Factors starts with a promising stock selection method and continues with signs of an imminent economic slowdown. There’s a karaoke-related diversion and we look ahead to ...

Go big or go home: World market themes for the week ahead. Reuters. Published September 20, 2024Updated September 22, 2024. This article was published more than 6 months ago.