Tag

Equity Exposure

All articles tagged with #equity exposure

finance2 years ago

Investors Flee Market as October Marks Worst Performance in Five Years

The stock market is experiencing its worst October in five years, causing investors to exit the market and adopt a defensive posture. Professional managers have reduced their equity exposure to levels last seen during the 2022 bear market, while hedge funds have increased single-stock shorts for 11 consecutive weeks. Investor sentiment remains low, with dip buyers scarce and the S&P 500 falling multiple times in October. The Nasdaq 100 is on track for its steepest October loss since 2018. However, some strategists see the current gloom as a positive, suggesting the potential for a year-end rally if sentiment flips.

business2 years ago

Wall Street watches job reports and earnings as stocks fluctuate.

Stock futures inched higher as traders awaited Friday's May jobs report. Lululemon shares surged 13% after the bell on strong earnings and a boosted full-year outlook. The House passed the Fiscal Responsibility Act, easing overarching debt ceiling concerns. Investors may find solace in the likelihood of limited economic impact from the recent debt ceiling fiasco. Individual investors dialed back bond allocations in May but stepped up their equity exposure.

finance2 years ago

Investment Strategists Divided on Fed's Interest Rate Plans Amid Stock Rally and Inflation Concerns.

Prominent money managers have stopped chasing the latest stock rally, reasoning that expectations for easier Federal Reserve monetary policy are overblown with inflation still running hot. Should any rate cuts come, they would be intended to halt an economic downturn that also would bode poorly for equity returns, their thinking goes. Barclays Wealth Management just closed out an overweight position on developed market stocks two weeks after initiating it. Legal & General, which manages $1.4 trillion, has cut its equity exposure down to the biggest underweight since the pandemic, concluding that the hit from aggressive tightening will continue to play out on the US economy for months to come.