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☆ Here's how to invest with 5 of 6 key economic indicators signaling that a recession is on the horizon, according to the multi-asset solutions head at $700 billion Federated Hermes
  + stars: | 2023-10-25 | by ( James Faris | ) www.businessinsider.com   time to read: +6 min
Growth will wilt under the pressure of perpetually high interest rates, Chiavarone said, though he added that rolling recessions across industries are more likely than a sudden, 2008-style downturn. Higher-for-longer interest rates are the biggest threat to the US economy, Chiavarone said. Goldman SachsEighteen months of tightening financial conditions will have a profound impact on the economy, Chiavarone said. The multi-asset solutions head is watching how corporations respond next year when they're forced to refinance debt at much higher rates. Since they have plenty of cash on hand, these companies aren't reliant on external financing and can avoid exposure to lofty interest rates.
Persons: Goldman Sachs, Steve Chiavarone, Hermes, Chiavarone, it's, they're Organizations: Federated Hermes, Treasury, Federated, Federal, Fed, Companies, Consumer, Vanguard Consumer, ETF, Healthcare, Utilities, Vanguard Utilities
☆ Credit Suisse's stock chief says investors are piling into all the wrong sectors as they anticipate a recession that won't come. He shares 3 areas of the market will deliver the best returns instead.
  + stars: | 2023-01-25 | by ( William Edwards | ) www.businessinsider.com   time to read: +4 min
As such, the Credit Suisse stock chief thinks investors are looking to the wrong sectors for returns. The consumer discretionary, industrials, and energy sectors are the best places to be, he said. 3 places to invest for a non-recessionary scenarioInstead of defensive sectors, three areas of the market Golub is overweight on include the consumer discretionary sector, the industrials sector, and the energy sector. When it comes to industrials, Golub said there is a "re-stocking" happening, and that supply chains are easing. The Energy Select Sector SPDR Fund (XLE) is one way to gain exposure to the energy sector.
☆ Former BlackRock stock chief Bob Doll shares his top 8 predictions for markets and the economy in 2023 — including 4 trades he thinks will outperform
  + stars: | 2023-01-04 | by ( William Edwards | ) www.businessinsider.com   time to read: +3 min
Crossmark's Bob Doll sees another lackluster year ahead for stocks. 2022 was a rough year for the stock market, with the S&P 500 closing out the year down nearly 20%. "2023 is shaping up to be another challenging year for investors," Doll said in his yearly predictions note on Tuesday. The cumulative effect of tight policy will eventually catch up to the economy this year, and send it into a mild recession, Doll believes. Finally, given the muted returns he sees this year for the broader market, Doll expects active fund managers to beat passive index funds this year.
☆ The best-performing large-cap fund manager of 2022 shares what he got right as high inflation and interest rates tanked the market this year — and where he's investing heading into 2023
  + stars: | 2022-12-08 | by ( James Faris | ) www.businessinsider.com   time to read: +5 min
Daniel Peris of Federated Hermes is the top-performing large-cap fund manager of 2022. Historian-turned-mutual fund manager Daniel Peris is making some history of his own this year. Nearly as unconventional as Peris' background is his approach to running his dividend fund. Absolute and relative performance matter little compared to dividend growth and yields, Peris told Insider in a recent interview. However, the fund manager said that as inflation starts to settle down, stocks in the aforementioned food, beverage and tobacco, household products, and pharmaceuticals industries are his favorites.
☆ Goldman Sachs says the S&P 500 will remain flat through 2023. Here's their 5-step playbook for finding returns — and avoiding crippling losses — next year.
  + stars: | 2022-11-23 | by ( William Edwards | ) www.businessinsider.com   time to read: +4 min
Third, long-duration stocks that are unprofitable — typically these are growth stocks found in the tech sector — should be avoided, Kostin said. Fourth, Kostin likes stocks that have growing profit margins despite the tightening economic conditions. He shared a list of stocks with the most resilient profit margins over the last few year, and which are expected to grow margins next year. And finally, Kostin recommended avoiding stocks whose profit margin growth in recent years may have been due to a decrease in expenses as opposed to an increase in sales. Rising or normalizing expenses for these companies could chip away at profit margins.
☆ A veteran chartmaster expects the bear market to continue into 2023 after the latest rally fizzles — but these 4 types of stocks appear to be set up for strong gains next year
  + stars: | 2022-11-19 | by ( James Faris | ) www.businessinsider.com   time to read: +4 min
David Keller, StockCharts.comThe S&P 500 has pulled back from the critical technical resistance level of 4,000, Keller noted. A round number like that is not only seen as a significant milestone for psychological reasons, but it's also a key Fibonacci retracement level, Keller said. The S&P 500 will likely retest the 3,200 level at some point and will be hovering around current levels by the middle of next year, the veteran chartmaster said. It's currently at 24, down from 33.6 when the S&P 500 was at its mid-October lows. The S&P 500 can hit new highs and break the 5,000 mark by late 2023, Keller said, though he doubts a breakthrough will come any earlier than that.
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