Archive for category: Research Reports

The world is an imperfect place! Remember that as an investor, engaged in an imperfect marketplace with imperfect systems,...

Market and Volatility Commentary S&P 500 back to highs? Quantifying Fed impact on the multiple; Sunshine – a factor...

Through the first 4 days of the trading week, the S&P 500 (SPX) managed to gain 10 points; that’s...

Market and Volatility Commentary: COVID-19 herd immunity and importance of regional datasets – Gangelt, Faroe, Iceland and UAE; Fed’s...

On behalf of Finom Group, we want to wish everyone a happy and healthy holiday weekend. As mentioned in...

Two factors may help mitigate further volatility. BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH...

US Equity Strategy Style Positioning, Value Squeeze, Winner Takes All Rising odds of a sharp Value squeeze in the...

After a strong relief rally, the S&P 500 (SPX) once again suffered from selling pressure and ended in the...

On Tuesday the situation in Italy consolidated with growth in net active cases for Italy as a whole staying...

Over the weekend the COVID-19 situation improved all the EU5 countries. Not only did the growth in net active...

The trading week in review kicked-off with more whimpering and selling pressure before rallying some 17% over the next...

Over the past few days, economists and strategists are coming out with forecasts for economic growth, earnings, and asset...

For most investors and traders, last week was one of the worst weeks in market history that they experienced...

The equity market has been coping with the COVID-19 outbreak across developed markets for the last two weeks, forcing...

The bounce back in markets this past week was quite telegraphed in the historical data we presented in the...

The S&P 500 (SPX) closed a volatile, ugly week with a major correction and it’s largest since Q4 2018....

If you were asked to do nothing as an investor for the week to come, could you do it?...

Since displacing the gains from January, which we believe is the best term to use, the S&P 500 (SPX)...

Good Sunday to all of our Finom Group members. Due to this week’s engagement at The Money Show in...

It’s a new year, and come Monday, a new month as a typical February month is found for little...

The J.P. Morgan View Pandemics, climate change catastrophes and markets The J.P. Morgan View: Pandemics, climate change catastrophes and...

You see? It’s not all rainbows and unicorns in the markets as they say and last week wasn’t even...

Flows & Liquidity: Are there similarities to January 2018?. Fri Jan 10 2020 A wide range of institutional investors...