Global bond yields surged to multi-year highs due to concerns over the US fiscal situation, including deficits and rising debt. Despite these risks, the S&P 500 remained near record highs, supported by broad-based earnings growth and expanding profit margins across sectors. The S&P 500's PEG ratio remains attractive, suggesting equities are a safer investment amid bond market stress. The analyst maintains a year-end target of 8,000 points for the S&P 500, driven by strong corporate earnings.
In 2026, dividend equity ETFs have outperformed both 10-year Treasuries and the S&P 500 index, with Schwab U.S. Dividend Equity ETF (SCHD) leading with a 27.06% gain year-to-date. This outperformance is driven by sector composition and price apprecia...
Global government bond markets are pricing in structurally higher interest rates and term premiums, reflecting skepticism about fiscal and demographic sustainability. Despite recent US data suggesting lower yields, the 10-year forward rate has surged...
Joel Greenblatt's Gotham Asset Management made a significant defensive move in Q2 2026 by adding $2.65 billion to the SPDR S&P 500 ETF, now about 20% of its portfolio, signaling a shift from concentrated stock picks to broader market exposure. The fu...
Joe Terranova of Virtus Investment Partners predicts the S&P 500 could hit 10,000 within 18 months, supported by historic earnings growth and broad sector gains. Corporate profits are at record highs, and earnings growth averages around 14% across se...
Brett Ashcroft Green, a certified financial planner, expresses optimism about AI-driven growth and recommends a diversified, income-focused portfolio to capture ongoing sector gains while reducing bubble risk. He highlights a shift from research and ...
