Regional equity positioning is complicated by the outsized weight of the U.S. in the global equity benchmark…
Add to Favorite Reports This position has corrected as of late, forcing us to book a 10%… Continue
Changes to the Global Industry Classification Standard (GICS®) will be made in the coming months.
MRB TradeBook – New Equity Pair Trade – March 3, 2023
Absolute Return ·
Add to Favorite ReportsLong U.S. Industrials Vs Consumer Discretionary Stocks: U.S. industrials have started to outperform their… Continue
Today’s MRB Webinar featured Salvatore Ruscitti discussing the outlook for the U.S. equity market and the implications of the late-cycle macro environment for portfolio positioning.
In this week’s Webcast, Salvatore Ruscitti examines the outlook for U.S. consumer discretionary stocks.
We entered 2022 with an underweight recommendation on the U.S. consumer discretionary sector.
Today’s report presents some of our recent “favorite” charts.
In this week’s Webcast, global strategist Peter Perkins discusses the key drives of the capital market outlook for the next 6-12 months and MRB’s recommended asset allocation.
Asset Allocation Strategy – Self-Correcting Supports Kicking In – August 5, 2022
· Asset Allocation ·
The global economy faces several challenges, but we reiterate that an economic recession is neither imminent nor inevitable, although growth will likely slow further in the near term.
The macro backdrop will remain challenging in the near term as investors assess the trade-off between elevated inflation and economic growth risks
The sharp decline in Omicron cases has rekindled investor interest in stocks leveraged to a recovery in consumer spending on travel and leisure.
U.S. consumer discretionary stocks have outperformed their industrial counterparts year-to-date.
Webcast – Navigating The COVID-19 Roller Coaster – (9min:19sec) – December 1, 2021
Webcasts & Webinars ·
In this week’s Webcast, Salvatore Ruscitti discusses how the emergence of the Omicron variant impacts U.S. investment strategy
The overall macro backdrop will become less favorable for the equity market in the year ahead.
For much of 2020 and the early part of this year, robust housing market conditions have driven the strong outperformance of the U.S. household durables sub-group.
While growth momentum is moderating, economic conditions remain consistent with above-trend U.S. growth for the balance of this year and 2022.
In this week’s Webcast Salvatore Ruscitti discusses the 6-12 month prospects for the U.S. consumer discretionary and industrial sectors.
The combination of historically huge fiscal transfers, a high savings rate, and healthy household balance sheets has left the U.S. consumer primed to spend once the economy fully re-opens.
No group of stocks is more emblematic of the re-opening trade than the U.S. hotels, restaurants & leisure sub-group.
U.S. equity prices have been volatile of late due to a rapid rise in bond yields as government fixed-income markets have begun to discount stronger-than-expected economic growth and higher inflation.
Roundtable – U.S. Equity Sectors With Salvatore Ruscitti – January 28, 2021
Webcasts & Webinars ·
In this Roundtable, MRB’s U.S. Equity Strategist, Salvatore Ruscitti, discusses the outlook for the U.S. equity market and highlights our recommended sector positioning.
The expected widespread rollout of COVID-19 vaccines has boosted the outlook for the global economy.
It has been a bumpy ride for investors over the past week as equities abruptly pulled back from overbought levels, before catching a bid yesterday.
Webcast – Selecting Euro Area Cyclical Sectors – (9min:17sec) – August 19, 2020
Webcasts & Webinars ·
In this week’s webcast, strategist Peter Perkins discusses the outlook for key euro area cyclical equity sectors. He expects cyclical sectors to outperform the euro area equity benchmark on a 6-12 month horizon, although selectivity is appropriate.
Euro Area Equities – Cyclical Earnings Recovery Opportunities – August 18, 2020
· Equities · Research Reports ·
Euro area traditional cyclical sectors, including consumer discretionary, industrials and materials should benefit from absolute and relative earnings upside over the next 6-18 months as the global economy recovers.
The uncertainties unleashed by the COVID-19 pandemic pose a significant challenge for investment strategy.
U.S. stock prices have recently bounced from their lows. To a large degree, the performance of the equity market going forward will be a function of sentiment towards the 2021 earnings outlook
Theme – Lessons From Previous Equity Bear Markets – March 19, 2020
Absolute Return · · Asset Allocation · Themes ·
The speed of the current selloff in equities, credit and oil has been remarkable, with a massive wave of selling pressure as investors rushed for the exits or to buy portfolio insurance.
After an initial modest drawdown, the U.S. equity market has more than recouped all its earlier losses from coronavirus fears.