equity market

In this episode, we discuss how 2024 is unfolding relative to our outlook, and we also discuss the role of artificial intelligence in the strong equity market and economic results.

View the Investment Strategy Brief slides related to this episode, here

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Where are the U.S. investment markets heading? Our chief investment strategist offers his outlook on rates, equities and credit markets. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

China clearly holds the crown among Emerging Market Equity markets when it comes to attracting fund flows this year. In the struggling Developed Market universe, meanwhile, Japan is breaking free of the pack. Japan Equity Funds have recorded inflows 11 of the past 12 weeks, and Japan Dividend and ESG Funds have done even better with flows to the former picking up significantly in mid-March and those to Japan ESG Funds lofting off at the start of February.  Yet, the lag in response to increasingly rosy market conditions and the minimal changes that Global and Global ex-US Funds have made to their Japanese exposure, hints at a degree of skepticism.

In this episode, Research Associate Kirsten Longbottom and Director of Research Cameron Brandt invite Pictet Asset Management's Senior Portfolio Manager Jon Withaar to discuss these themes and trends.

We look back at 2015 when the corporate governance code was introduced, discuss the current, relatively cheap valuations of Japanese assets, explore what bad inflation looks like for Japan, examine the linkages between Japan and China in the long term, ask where the Bank of Japan will go from here and delve into the benefits of a weak Yen versus strong Dollar.

More from EPFR on Japan:

• Aug 6, 2023 Quants Corner: An unusual visitor comes knocking on Japan’s door. Did it RSVP?
• Jan 27, 2023 Off the Wire: Japan government bonds: Is there a coming outflow?
• Feb 3, 2022 Paper: A rising tide lifts some (Japanese) boats: The Bank of Japan’s ETF purchases and their impact on market signals for individual stocks

If you have a question about this episode, want to request a demo of our data, or talk to an EPFR expert today... Contact us now!

Where are the markets and economy heading? Thrivent’s chief investment strategist discusses the Federal Reserve, inflation, and his positioning in equities and credit. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Since the financial crisis of 2008, two dominant views on stock market investing have emerged:

1. Stock market investing is volatile and risky, akin to gambling.
2. Stock market investing is reliable and free money.

The Great Recession produced a decline in overall equity values in the range of 50%+ from 2007 to early 2009. The event created a lasting and widespread change in mindsets around personal finance, even what it means to be securely middle class. However, for those that stayed the course, the subsequent Great Bull Market produced exorbitant wealth for almost anyone investing in almost anything.

If there’s a lesson to be learned here, it’s that market growth and declines are cyclical. These cycles are influenced by a complex blend of fiscal policy, business practices, and perhaps most important of all—animal spirits: human behavior and emotion. To balance risk and reward, one should invest broadly in the market as a whole and increase the investing timeline. The latter in particular is easier said than done. In this post today, we quantify the power of longevity in the market. We have reason to rejoice, so long as we can hang on!

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Show Notes and Links at Clippingchains.com

Sharmin Mossavar-Rahmani, chief investment officer for Wealth Management at Goldman Sachs, join Mark, Cris and Marisa to cut through the uncertainty over the banking crisis and China’s prospects. The worst of the banking crisis appears to be over, but China’s economic problems are only beginning.

For more about Sharmin Mossavar-Rahmani click here

For more on Goldman Sachs Investment Strategy Group 2023 Outlook click here

Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

In this episode listen to the panelists discussing how to spot growth in the booming equity market.

Panelist:
CA. Vikram Kotak, Co Founder and Managing Partner, Ace Lansdowne Investment Services.
Mr. A.K Prabhakaran
Mr. Prateek Agrawal, Business Head & Chief Investment Officer
Along with, Moderator: Mr Yash Jain

From inflation to new legislation, there are a lot of changes in the market that are impacting multifamily housing deals. On this episode, we welcome Philip Porter of Enterprise Community Investment to share what developers need to be thinking about amid new bond deal laws, the fixed 4% tax credit rate, income averaging and state low-income housing tax credits. He shares how underwriting has changed over the past 12-18 months and gives his recommendations for developers to successfully tackle new projects within the current equity market. 

Covid-19 has required Fund Managers to adjust their sails and take a different approach to how they think about markets and in particular, how they position their portfolios. In this Market Matters Podcast @Michael Dodd, Head of Equity at Old Mutual Multi-Managers, discusses the performance of the South African equity market amidst Covid-19 and how we’ve faired against the global market. He also provides insight into what we can expect from markets in 2021. For more information visit www.ommultimanagers.co.za

With our guest, the amazing bond investment expert, Darek Kędziora we dive into the world of financial change that is swiping the world today. Darek shares his opinions (strictly personal and in no way any sort of advice) about how the pandemic impacts current geopolitics and how it is reflected in the world of finance. We touch upon the global trends in technologies, the power changes and also the role of China in reshaping our world. It’s not all dark though - Darek convincingly talks about some things that can have a huge positive impact on our future.

LINKS

Darek's blog Fintaste

“The Great Rupture” by Viktor Shvets

“Easternization: Asia's Rise and America's Decline From Obama to Trump and Beyond” by Gideon Rachman

“Freedom: The Courage to Be Yourself” by Osho