Our analysts and specialists put the third quarter for stocks, bonds, and funds into perspective—and look to the future.
Selloffs across asset classes left investors with nowhere to hide last quarter.
Despite recent challenges, fundamentals still look strong and 70% of the sector is undervalued.
There's still plenty of pent-up demand for travel and leisure stocks; quick-service restaurants also look relatively attractive.
Renewable energy continues to be a long-term boon for the sector.
But charge-offs and declining fee revenue should offset any benefits of rising interest rates.
With investors favoring the sector to help ride out the market storm, only 35% of consumer defensive stocks we cover are undervalued.
Logistics and trucking shares should rebound through the rest of this year and next.
Our analysts and specialists put the second quarter in stocks, bonds, and funds into perspective—and look to the future.
Amid broad macro troubles, high-quality software stocks are trading with a nice margin of safety.
The defensive nature and the relative safety of healthcare stocks are supporting the sector's outperformance.
The increasingly negative sentiment around online advertising, and Meta in particular, remains unwarranted.
Market's decline leaves over half of the sector undervalued, trading at 4 or 5 stars.
Russia-Ukraine war likely to keep oil and gas prices high.
We're more bullish than consensus on long-term GDP and expect inflation to fall much faster, too.
We look at potential interest-rate hikes, soaring commodity prices, and investment opportunities.
Strong brands are in the best position to weather any challenges.
More than half of the stocks in the sector trade at 4 or 5 stars.
No 5-star stocks in the sector, which is mostly fairly valued.
U.S. airlines are also worth considering.
Credit services and asset management are undervalued.
We expect strong growth for wide-moat software companies.
Sector is pricey, but oil-services companies are trading at a discount.
Investors can find undervalued stocks in every subsegment.
Specialty chemicals producers a smart way to play the growth in electric vehicles and 5G technologies.
The sector is 11% overvalued, and no companies trade below fair value estimates.
Threat of U.S. policy changes fading.
Value and small-cap stocks are the most attractive.
We expect inflation to return to the Fed's target levels by 2023.
Our analysts and specialists put the first quarter in stocks and funds into perspective -- and look to the future.
Our quarterly markets review digs into inflation risks and the impact of the Great Resignation.
Our analysts and specialists put the year in stocks, funds, and portfolios into perspective.
The sector looks overpriced to us today, but there are a few bargains to be had.
The sector currently trades in line with our fair value estimates.
We remain bullish on the key secular trends in technology but think the sector overall is a little pricey.
The oil services segment looks especially cheap.
Alphabet continues to power ahead, masking broader underperformance of the group.
After a strong performance in 2021, the sector offers little opportunity today.
Large biopharma names are undervalued while device and diagnostic industries look pricey.
Inflation weighs on earnings, balance sheets, and real yields, but growth opportunities remain.
Concerns about inflation, monetary policy, and interest rates dinged performance during 2021's fourth quarter.
Despite supply chain constraints, rising labor costs and new variants, we still see value in the consumer cyclical space.
The market underappreciates consumer packaged goods manufacturers.
We see opportunity in smaller companies and value stocks today.
Inflation and Omicron shouldn't derail growth this year.
The third quarter served as a reminder that the economic recovery is far from over.
Our market insights include expectations for rising inflation, the impact of Chinese regulation, and more.
We're still optimistic about the cloud, 5G, and the 'Internet of Things.'
Insurers should benefit from pricing increases.
Patient investors can capitalize on market turmoil.