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Market Returns

The S&P500 During Fed Rate Cuts …
The late-2023 broad-based rally across major global financial assets fizzled at the start of this year, with most of the assets we track selling off in January. Chinese stocks continued to perform exceptionally poorly, with the investable and domestic…

Investors should be tactically tilting allocations towards Direct Lending, Distressed Debt, and Directional Hedge Fund strategies at the expense of Real Estate, Private Equity, and Diversifier Hedge Funds. Structural opportunities are emerging in Real Estate and Venture Capital.

Decelerating nominal sales, a peaking credit cycle, and very high valuations - Indian stocks will not escape the carnage when risk assets globally begin to sell off.

After a tumultuous year, our Equity Analyzer team took stock on how the BCA Score faired globally. The indices are constructed for each region by selecting the top 10% of stocks with a market-cap above 1 billion USD according to their BCA Score. All indices…

Despite the blah opening to the year, we do not think stocks have reached an inflection point. We expect that incoming data will continue to flatter the soft-landing narrative for another couple of months, helping the S&P 500 to establish a new all-time high before the rally runs out of steam.

A soft landing can be achieved but not maintained. We are cutting our tactical recommendation on stocks from overweight to neutral and scaling back our long-duration stance.

2023 was an unexpectedly good year for global financial markets. Most of the major financial assets we track generated positive abnormal gains. Although US stocks outperformed their global counterparts, Eurozone, Japanese, and EM ex-China equities led in…
Global financial markets ended 2023 on a positive note, delivering a second consecutive month of exceptional gains in December. Fixed income once again led in terms of abnormally large returns on the back of increased expectations of Fed rate cuts in 2024.…

In this week’s report, we present our dollar view for 2024 and beyond, with a few trade ideas.