All articles tagged with #investment outlook
Originally Published 26 days ago — by Brookfield
The 2026 investment outlook emphasizes the growing importance of private markets and real assets, driven by structural megatrends like digitalization, deglobalization, and decarbonization, which are shaping long-term investment opportunities and emphasizing disciplined transformation and operational excellence.
Originally Published 6 months ago — by TipRanks
Despite the tragic crash of Air India Flight 171, Boeing's stock price target has been raised to a Street-high of $275 by analyst Olivier Brochet, citing signs of company recovery and potential for increased profits, with strong analyst support and a positive outlook for the company's future.
Originally Published 2 years ago — by CNBC
Geopolitical instability and a packed election calendar in 2024 are causing concern among strategists. Large-scale wars and pivotal elections across major global powers are expected to create a fraught geopolitical backdrop and greater divergence across key regions, leading to uncertainty and market volatility. Geopolitical tensions, including the Israel-Hamas conflict, China-Taiwan relations, and Russia-Ukraine conflict, are viewed as significant risks to the global economy. The International Monetary Fund predicts slower global growth in 2024, with stronger growth projected in the U.S. and large emerging markets, while China and the euro area are expected to struggle. Geopolitical conflicts and tensions are likely to depress growth and add to inflationary pressures. Supply chain fragmentation and investment in economic security are expected to continue, while opportunities may arise in sectors such as semiconductors, cybersecurity, and aerospace and defense technology.
Originally Published 2 years ago — by MarketWatch
Morgan Stanley has raised its S&P 500 target to 4,500 for the end of 2024 and expects high-grade bonds to outperform, the dollar to stay strong, and emerging markets to lag. They anticipate rate cuts from the U.S. Federal Reserve and the European Central Bank in June next year, and believe that income investing will be favorable in 2024. They recommend a barbell approach of defensive growth and late-cycle cyclicals, with Japan being a preferred market. Their traditional defensive picks include Costco, US Foods, Walmart, Keurig Dr Pepper, and Philip Morris International.