AEW’s Post

In this week’s video Tyler Laundon explains why the week’s batch of economic data and the FOMC meeting has kicked off a little market rally. He explains why those data releases have helped the all-important 10-year yield fall sharply. Tyler thinks the market can continue to firm up and possibly head a little higher here. He wraps things up by running through details for four companies that have reported and are seeing their stocks move higher. #stockmarket #fomc Stocks Discussed: VRT, TMDX, TDW, FTAI Watch here: bit.ly/4bqkMkB

“Sell in May and Go Away” is one of the most widely used maxims on Wall Street. There is no shortage of financial media coverage on this topic as the calendar turns to May. However, this phrase may be more rhyme than reason, as stocks tend to trade higher during this period (especially more recently), subject to potentially elevated volatility. Read more of our weekly market commentary here: https://hubs.la/Q02wwCFY0 #WeeklyMarketCommentary #CummingsWealthManagement

The level of Market concentration is reaching historical maximums. As you can see in the chart below, using the S&P500, the weight of the top 10 stocks is going from 25% to 30%, which is the maximum over the last 75 years. When concentration is high and growing, the index performance tends to be positive and high. However, it is a cyclical phenomenon, and when the index broadens the distribution of returns, performance tends to be lower, and it’s usually triggered by the absurd valuations of the top 10 components, or an exogenous factor (or both). When that happens, the transformation from a concentrated market to a broader one tends to happen through a market correction. We’re approaching that point. Want to know more? join Fund@mental here https://lnkd.in/ewBZ9GK4 #iamfundamental #soyfundamental #wealthmanagement #familyoffice #financialadvisor #financialplanning #policymistake #ratecut #stagflation

Global Market Strategist Jack Manley's favorite slide from the 2Q 2024 #GuideToTheMarkets emphasizes the importance of taking risks in your portfolio, noting the historical outperformance of stocks and bonds over cash. Learn more: https://bit.ly/49YT1ON

A half-dozen stocks are responsible for nearly two-thirds of the S&P 500’s total return this year

“While such narrow markets can persist for extended periods, there are times (perhaps like the present) when the extent of both the poor market breadth and the vast outperformance of the leading stocks reach potentially unsustainable extremes…" Read more about what this means for today's market and more in our latest Capital Outlook below: https://bit.ly/4dl6r9P #capitaloutlook #markets #FinancialPlanning #TrustedAdvisor #InvestmentManagement

“Sell in May and Go Away” is one of the most widely used maxims on Wall Street. There is no shortage of financial media coverage on this topic as the calendar turns to May. However, this phrase may be more rhyme than reason, as stocks tend to trade higher during this period (especially more recently), subject to potentially elevated volatility. Read more of your Weekly Market Commentary here: https://hubs.ly/Q02wp_VS0 #WeeklyMarketCommentary

#research #equityresearch #analytics #data #patterns #wealthmindset #wealthmanagement #stockmarketindia #wealthbridge #investing #nifty50 #riskadvisory #investinginsights As researched by our Team in Jan and Feb, the Markets (especially the Smallcap Index) was in an overbought position and due for a correction. This was based on the technical analysis of stocks above their 50 DMA and what has happened in earlier instances when such a scenario had taken place. After the brutal correction in the last few days, we have reached an oversold position swiftly. Sharp corrections are a part of a robust market rally as witnessed in the past one year. The power of data and analytics can prepare you for timely action of switchovers and profit booking. More to come.....

We've released our latest rebalance updates for our thematic and tracker smallcases. Want to know why certain stocks were added or removed? Read the blog to understand the strategic decisions behind our moves. 👉 https://lnkd.in/dAWhKCd9

Many of us have heard the talk about “high” market concentration especially in the US market. “the top 10 stocks represent almost a third of the stock market, its a bubble!” Such has been said numerous times over the past few years however looking back historically, using GFD data that goes back to 1790, the current concentration of 27% for the top 10 stocks is close to long term historical averages. And if one analyzes the chart further it can be noted that during the 2000s we had an exceptional period where the markets were not as concentrated as historical norms. h/t Globak Financial Data