The world’s largest money manager says fiscal stimulus will boost strong momentum for earnings growth.
The bullish consensus on future corporate profits is not limited to one particular region.
There is no evidence of a premium specific to "vice" stocks, a new study says.
Risks are stacking up for markets across a variety of metrics, according to analysts.
The downward earnings revisions add to a landscape littered with the fallout from Brexit.
Even valuations that look expensive are still cheap vs bonds, the company's analysts say.
The sector is attracting the most interest as hedge funds start to become in demand again, this firm says.
Some analysts are calling small caps "clearly expensive."
Stock pickers hoping to revive their fortunes on the back of a collapse in equity correlations should probably look away.
Three decades of divergence between stocks and bonds may be about to end, says Sanford C. Bernstein & Co.
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