BNY Mellon's Levine Calls 2022 The Year To Be Selective
Alicia Levine, head of equities and capital market advisory at BNY Mellon Wealth Management, discusses market take-aways from earnings season, her firm's view on energy, and why it is “very difficult to play the sectors” in the current environment.
Wait For Pullback In Favored Sectors: Canaccord's Dwyer
Tony Dwyer, chief market strategist at Canaccord Genuity, sees 2022 as a plus, minus year for markets and says value stocks are in the middle of consolidating gains.
Why Evercore Sees 5,100 S&P 500 At Year-End Of 2022
Evercore ISI Chief Equity and Quantitative Strategist Julian Emanuel discusses the factors behind his firm's bullish call for equity markets.
Citi's Bitterly: Take Advantage Of Tech Volatility
Kristen Bitterly, head of capital markets in the Americas at Citi Private Banks, discusses why investors should take advantage of the recent decline in tech stocks.
JPM's Michele Advises Investors To Sell Government Bonds
Bob Michele, JPMorgan Asset Management CIO and global head of fixed income, advises investors to sell government bonds and buy credit.
Credit Suisse Likes Equities, But Says `Big, Fast Beta Trade' Not Sustainable
CIO Michael Strobaek says the "big, fast beta trade" that has taken place over the last 15 to 24 months is "not realistic" in 2022. "We like industrials right now. We like financials. We like small caps in the U.S. versus large caps. Sort of more if you will relative alpha...
Bond-pricing Compromised By Central Banks: JPM's Bilton
John Bilton, head of global multi-asset strategy at JPMorgan Asset Management, says bonds still work as a liability hedge, but fair pricing remains unclear.
Wells Fargo's Han Sees Market Cycle Shift As Fed Hikes
Anna Han, equity strategist at Wells Fargo Securities, discusses her firm's year-end and 2022 calls on the S&P 500, finding affordable market hedges, and the Federal Reserve's “huge” involvement in equities.
Equity Markets Vulnerable From 'Soggy' 2022 Earnings Outlook
State Street Global Advisors CIO of Quantitative Equity Olivia Engel discusses the outlook for global equity markets heading into 2022.
Deep Learning Investments MD On Bonds Market
Rajeev de Mello, managing director at Deep Learning Investments, discusses his outlook for the bond markets.