As chief investment strategist, Sam Stovall serves as analyst, publisher, and communicator of CFRA's outlooks for the economy, market, and sectors. He focuses on market history and valuations, as well as industry momentum strategies. Mr. Stovall is the author of The Seven Rules of Wall Street, and writes weekly Sector Watch and Investment Policy Committee meeting notes on CFRA's MarketScope Advisor platform. His work is also found in CFRA's flagship weekly newsletter The Outlook.
The S&P 500 typically saves the best for last, suggests Sam Stovall, the chief investment strategist at CFRA Research in the Wall Street research firm's flagship newsletter, The Outlook.
Will the upsurge in stock prices continue through September? asks chief investment strategist Sam Stovall in CFRA Research's flagship newsletter, The Outlook.
Year-to-date (YTD) through June 17, 2021, the S&P 500 gained 12.4%, the 19th strongest first half since WWII, observes CFRA Research chief investment strategist Sam Stovall, in the research firm's flagship newsletter, The Outlook.
Year to date through April 29, the S&P Equal Weight (EW) 500 jumped 17.1%, recording the third-strongest four-month start to any year since 1990, observes Sam Stovall in CFRA Research's flagship newsletter, The Outlook. The Chief Investment Strategist at CFRA is also participant in The Interactive MoneyShow Virtual Expo from May 11-13. Register for free here.
History hints that due to a variety of milestones set earlier in the year - including the number of new all-time highs through February, the Q1 2021 low not eclipsing the December 2020 low, and a top-20 first half return for the S&P 500 Q4 2021 will likely record a higher-than–average full year return. Indeed, the S&P 500 typically saves the best for last. Whether looking at all years since 1945, or just first–year of the 16–quarter presidential cycle, the S&P 500 recorded its highest average price change in Q4, as well as its highest frequency of price gains. However, investors will need to hang on tight during the typically tumultuous ride in October, which saw 36% higher volatility when compared with the average for the other 11 months. Sam Stovall, Chief Investment Strategist at CFRA Research will discuss his outlook for the remainder of 2021 and his preliminary prognosis for 2022.
Year-to-date, through April 30, 2021, the S&P Equal Weight 500 jumped 16.2%, recording the third-strongest four-month start to any year since 1990 (when the index was first introduced). How has such a strong start to the year translated to the market's subsequent performance? History says (but does not guarantee), that such early strength is typically followed by a volatile performance through September, before resuming its above-average advance during the remaining three months of the year. Will the same hold true for 2021? Sam Stovall, chief investment strategist at CFRA, will discuss this and other favorable indicators and share his market and sector outlooks the rest of this year.
Against the backdrop of continued tensions in US-China relations, a resurgence of Covid-19 infections in several states, and inflation fears, what can investors expect for the rest of the year? Our distinguished panel will dissect the economic, global trade, and political landscape and offer a unique perspective on the long- and short-term implications of these factors and more on your portfolio.
The combination of Covid-19 vaccines, government stimulus, and a still-dovish Fed continue to offer encouragement. Economists and analysts now project US GDP to expand by nearly 6% in 2021, accompanied by a greater than 20% jump in S&P 500 EPS. Disagreements center on the speed and magnitude of inflation and interest-rate increases. Recent sector returns have mirrored history with leadership coming from those sectors that typically benefit from a steepening yield curve: energy, financials, industrials, and materials. But will euphoria turn to excess? Sam Stovall, chief investment strategist of CFRA, author of The Seven Rules of Wall Street, and creator of the Pacer-CFRA Seasonal Rotation ETF (SZNE), will share CFRA's investment outlook for the market and identify which sectors and strategies should lead during the remainder of the year.