Among US equities, technology stocks seem to be getting back in action. (Image: REUTERS) An increasing number of global fund managers believe that the S&P 500 will outperform in 2021, according to Bank of America’s Global Fund Manager Survey (FMS). Now, 34% of survey participants believe that S&P 500 could be the best investment for
Wall Street
The recovery could be led by financials once again this time, followed by materials. (Image: REUTERS) Wall Street listed companies are set to bounce back strongly after the sharp 14.7% fall in earnings reported in the first quarter of 2020. Analysts at Wells Fargo estimate that S&P 500 earnings for the January-March quarter of 2021
Although recently, the 10-year yields have soared, Nelson and his team do not believe that the yield has surged enough to warrant a struggle for Wall Street. (Image: REUTERS) A few segments of the US stock markets have run up significantly in the last one year, but that is not enough to convince Brett Nelson,
In the aftermath of the pandemic, the US economy has been going on strong, another reason why Wood continues to be bullish on cyclicals. (Image: Reuters) With the US economy coming out of the pandemic strong, Chris Wood, Global head (equity strategy), Jefferies is sticking to his long on cyclicals stocks trade. While inflation worries
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