DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Tony DeSpirito - 4 DeSpirito - 2 that's - 2 they've - 1 it's - 1 aren't - 1 Björn Jesch - 1 they'll - 1
Top related locs:
U.S BlackRock
Top related orgs:
BlackRock - 3 CNBC - 2 Big Tech - 1 DWS - 1 Nvidia - 1 Investors - 1 Street Global Advisors - 1 Street - 1

Search resuls for: "DeSpirito"


10 mentions found


☆ 'Most clients are probably out of balance': BlackRock's stock chief says investors should consider this portfolio change in 2025
  + stars: | 2024-12-17 | by ( Christine Ji | ) www.businessinsider.com   time to read: +5 min
Buying an S&P 500 index fund has long been considered an easy way to gain broad market exposure and diversification. In the past, the largest sector in the S&P 500 has typically made up less than 20% of the index. As a result, when investors buy the S&P 500 index, they become overexposed to growth by default. That's where value investing comes in, he said, as value stocks provide diversification on both fronts. Growth stocks are mainly found in the technology, consumer discretionary, and communication services sectors," Jesch wrote in a recent note.
Persons: Tony DeSpirito, DeSpirito, that's, they've, it's, aren't, Björn Jesch, they'll, Jesch, Rowe Organizations: BlackRock, Big Tech, DWS, Nvidia, Investors Locations: BlackRock
☆ Earnings growth can help stave off stock market valuation concerns in 2025, ETF firms say
  + stars: | 2024-12-17 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +5 min
Market strategists at major ETF firms are optimistic about the stock market rally continuing in 2025, expecting large tech stocks to keep generating solid earnings and stave off valuation concerns in the near term. However, as the horizon extends, growth and earnings impacts diminish, with valuations eventually dominating returns as a 'fundamental gravity,'" the Vanguard outlook said. Over the next decade, we expect 4.3%–5.3% annualized returns for both U.S. and global ex-U.S. currency-hedged bonds," the Vanguard outlook said. The iShares U.S. Equity Factor Rotation Active ETF (DYNF) , for example, has outperformed the S & P 500 in 2024. Jay Jacobs, the U.S. head of thematic and active ETFs at BlackRock, highlighted the iShares Health Innovation Active ETF (BMED) and the iShares U.S. Manufacturing ETF (MADE) in his outlook piece.
Persons: Broad, Janus Henderson, that's, Kevin Khang, Khang, Tony DeSpirito, Jay Jacobs, Jacobs Organizations: Street Global Advisors, Street, Vanguard, U.S, Janus Henderson AAA CLO, CNBC, BlackRock Investment, Equity, U.S . Manufacturing, Biden Locations: BlackRock, U.S
☆ Will there be a recession in 2024? For bottom up investors, it may not matter
  + stars: | 2023-12-30 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +4 min
After several years of big swings in the market and the U.S. economy, investors may want to buckle down and focus on individual stocks rather than make bold predictions about 2024. A resilient economy in 2023 proved widespread projections of an imminent recession wrong, and the economic consensus is murkier heading into the new year. That scenario of an economy exiting a recession seems far away as the calendar turns to 2024 with the U.S. labor market still growing. And quality stocks showed in 2023 that they can have solid performance even if growth is what leads the market. Shifting to high quality stocks can give investors a measure of defense in their portfolio without piling into cash.
Persons: Tony DeSpirito, DeSpirito, Seder, George Mateyo Organizations: Wall, BlackRock, CNBC, Key Private Bank Locations: U.S
☆ BlackRock’s bond guru has a new ETF aiming for a 7% yield
  + stars: | 2023-05-23 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +2 min
BlackRock's Flexible Income ETF (BINC) began trading Tuesday and is managed by Rick Rieder, the firm's chief investment officer of global fixed income. The actively managed fund has a net expense ratio of 0.40%. "For the average investor, it's pretty hard to differentiate in fixed income. The fund holds fixed income from multiple sectors, including high-yield bonds, European investment-grade debt and emerging market debt. The BlackRock Large Cap Value ETF (BLCV) is managed by Tony DeSpirito, the firm's global chief investment officer of fundamental equities.
Persons: Rick Rieder, Rieder, Rachel Aguirre, Tony DeSpirito Organizations: BlackRock, Federal Reserve Locations: U.S
☆ Column: Evaporating equity risk premium herds funds to bonds
  + stars: | 2023-04-21 | by ( Jamie Mcgeever | Thomson Reuters | Jamie Mcgeever Has Been A Financial Journalist Since | ) www.reuters.com   time to read: +5 min
ORLANDO, Florida, April 21 (Reuters) - Even though it may surprise some that it's positive at all, the risk premium on equity over bonds has hit historic lows - a key driver of the recent dash for fixed income. The so-called equity risk premium (ERP), the extra return investors can expect for holding stocks over risk-free government bonds, is hovering around its lowest level since before the Great Financial Crisis. The S&P 500 earnings yield is calculated dividing the latest or forecast 12-month earnings per share by the market's current level. The ERP is then arrived at by subtracting a benchmark bond yield, say 10-year, from the equity market earnings yield. "The earnings yield is not what it used to be but it is still attractive relative to other opportunities," Jaffee said.
☆ Here's how much you would lose by missing just a few of the best market days each year
  + stars: | 2023-01-31 | by ( Jeff Cox | ) www.cnbc.com   time to read: +1 min
Investors getting whipsawed by market gyrations over the past two years have been moving to the sidelines and stowing away their cash. The firm looked back at two decades of market behavior prior to the sharp slump of 2022 and found that missing even a few rally days could cost hundreds of thousands of dollars in returns. Using a $100,000 investment as a base, the firm found that missing the best five days of the 2002-2021 period cost more than $200,000, while missing the best 25 days saw a loss of returns totaling nearly half a million dollars. Missing those top-performing days can have a meaningful impact across time, as shown below," he added. DeSpirito said the data show that, despite the turbulence of the past few years, "it's time in the market that matters more than timing the market."
☆ Wall Street keeps selling as world assets fail to recover
  + stars: | 2022-09-27 | by ( Lawrence Delevingne | ) www.reuters.com   time to read: +5 min
Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., September 27, 2022. The Bank of England said late on Monday it would not hesitate to change interest rates and was monitoring markets "very closely." U.S. stocks mostly faltered after a morning bounce, with the S&P 500 hitting a two-year intraday low. The MSCI world equity index (.MIWD00000PUS) reversed early gains on Tuesday, falling about 0.3% to a near two-year low early Tuesday afternoon. MSCI's broadest index of Asia shares outside Japan (.MIAPJ0000PUS) hit a fresh two-year low and was flat on the day.
☆ Here's how economies around the world are reacting to China's economic slowdown.
  + stars: | 2022-09-19 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +5 min
China's growth slowdown is sending ripples across the world, though the repercussions are varied based on where you look. This morning, I'm breaking down what you want to know about how the world's second biggest economy moves the world's currency and commodity markets. Beijing is navigating a slew of headwinds, including COVID-19 lockdowns and issues across property and labor markets, according to Bank of America. Meanwhile, China's slowdown has less impact in Europe because the continent's focus remains on the energy crunch and Russia, analysts noted. US stock futures, cryptocurrencies, and oil prices fell early Monday, as investors brace for the Fed, Bank of Japan, and Bank of England's rate decisions this week.
☆ A former top TD Ameritrade technical analyst says stocks have yet to bottom as shares of several major firms remain 'disconnected' from reality — and warns the market could fall another 22%
  + stars: | 2022-09-17 | by ( William Edwards | ) www.businessinsider.com   time to read: +6 min
The S&P 500 is down 19% in 2022. Since January 3, the S&P 500 is down more than 19%. All except for Apple have underperformed the S&P 500, though they are more on par with the performance of the tech-heavy Nasdaq 100, which is down 28.1% this year. It currently sits at 27.54, and tends to rise when the S&P 500 falls. Markets InsiderWhen all is said and done, Bierman said he thinks the S&P 500 will bottom out somewhere between 3,000-3,300.
☆ A top stock picker at $10 trillion BlackRock shares 3 places to invest now to beat soaring inflation and recession risks
  + stars: | 2022-09-16 | by ( William Edwards | ) www.businessinsider.com   time to read: +5 min
According to Tony DeSpirito, inflation and recession risks are the biggest threats to stocks. According to Tony DeSpirito, investors today face a two-pronged set of major risks to their portfolios: inflation and recession. The Energy Select Sector SPDR Fund (XLE) offers diversified exposure to energy stocks, while the Vanguard Financials ETF (VFH) offers exposure to the financials sector. According to BlackRock's Ben Bei, a product strategist on the firm's Active Equity Group, healthcare stocks have performed well in prior recessions. Alongside healthcare, DeSpirito recommended keeping some cash on the sidelines as markets continue to digest inflation and the risk of monetary tightening.
0 next >>
Total: 10