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Bearish View

All articles tagged with #bearish view

finance2 years ago

Morgan Stanley's Wilson Doubts Year-End Stock Rally

Morgan Stanley's Michael Wilson, named the best portfolio strategist by the latest Institutional Investor survey, believes that investors hoping for a year-end stock rally will be disappointed. Wilson points to narrowing breadth, cautious factor leadership, falling earnings revisions, and fading consumer and business confidence as indicators of a different story than the consensus. He notes that profit expectations are too high for the fourth quarter and 2024, and monetary and fiscal policy are unlikely to provide relief. The stock market is starting to feel the impact of Federal Reserve tightening, with interest rate-sensitive stocks underperforming and defensive sectors outperforming.

finance2 years ago

"Bridgewater's Flagship Fund Takes Bearish Stance as US Stock Rally Fizzles"

Bridgewater Associates' flagship fund, Pure Alpha, had a bearish view on US stocks and Treasuries in late July, just as the rally in the benchmark S&P 500 was about to lose steam. The hedge fund, founded by Ray Dalio, was moderately bearish on US stocks and bonds, and had bearish positioning in 15 out of 28 assets analyzed, including the US dollar, metals, and global equities. The fund's top two bullish bets were on the euro and the Singapore dollar. Bridgewater's Pure Alpha 12% volatility fund gained 2.5% so far this year, while the Defensive Alpha fund rose 2.1%.