UBS’ Golub Says Analysts ‘Severely Underestimated’ U.S. Economy: IMCA Conference
Jonathan Golub, U.S. equities strategist with UBS, sat with AdvisorOne on at IMCA’s annual conference on Tuesday for a frank discussion of the market outlook, earnings season and investing cliches.
Sam Stovall’s Seven Rules of Wall Street Investing: IMCA Conference
S&P Capital IQ’s Sam Stovall provided a welcome counterbalance on Tuesday afternoon to the pessimistic message delivered by Doubleline’s Jeffrey Gundlach earlier in the day.
S&P’s Stovall: Don’t Get Mad, Get Even With Apple
AdvisorOne contributor Sam Stovall, S&P’s chief equity strategist, compares investors to Jan Brady in his latest commentary, claiming they’re "frustratingly chanting Apple, Apple, Apple,” with good reason.
Economists Weigh In on Markets and Election
Pundits? Who needs them? If you’re wondering who will be taking the oath of office for the presidency next January, economists say you can get a pretty good idea, not by following the politics so much as by following the markets.
Outlook 2012: Global Economy View—J.P. Morgan, LPL, S&P
Market strategists and portfolio managers from J.P. Morgan Funds, LPL Financial and S&P Capital IQ are combing through the data in a search for investment opportunities next year.
European Recession Likely: Ernst & Young, ECB President Draghi
E&Y also says euro breakup still possible, despite austerity measures being taken, but flat growth seen in European GDP in 2012
Top Performing Sector ETFs of 2011
Sectors, dividends and ETFs could be the new gold, frankincense and myrrh based on performance over the past year.
Sam Stovall Sees a 13% Advance in S&P 500 for 2012
S&P Capital IQ’s Investment Policy Committee cites jump in corporate earnings, recession in Europe and ‘half-speed’ recovery in U.S.
S&P 500 Sinking to 900 if Recession Comes: S&P’s Stovall
If history is a guide, the S&P 500 stock index may have another 8% to 20% to fall from the current level in the event of a recession, according to an equity research report issued Monday by Standard & Poor’s.
6 Sectors Hit by Downgrade: S&P Analysis—Slideshow
Maybe you heard? Our partners at Standard and Poor’s caused a bit of a stir by downgrading U.S. debt from AAA to AA+. Though they’re quick to note the equity research team is separate and distinct from the ratings arm, we went to the source for their view on the...