If you have a Bloomberg terminal, you can pull the below screen that shows you the performance contribution of each component in an index. The below screenshot shows that of the S&P500 sorted in descending order.

By: Ryan Lemand, PhD

Once again, at the start of the year, investors face decisions to position portfolios for the year: large or small? Value or Growth? Quality? Domestic or international? EM?

By: Gustavo A. Cano

Most of last week has been about waiting on an event that didn’t cause any volatility in the end. US inflation remained hot in December but had not risen enough to change neither markets, nor the Fed’s perspective on monetary policy.

By: Boris Kovacevic

Connect the dots: Human nature and investor behavior rarely change. "The public buys the most at the top and the least at the bottom."

By: Jun Xia

Based on the CFA level 2 Curriculum model of fundamentally justified P/E ratio – “price multiples in terms of fundamentals” – I have calculated a current fundamentally justified P/E ratio of S&P 500 index at the level of 15x

By: Michal Stupavsky

We all know that it is dangerous for investors to think and say “this time is different”. But once in a long while things can and do play out very differently from their historical patterns.

By: Chen Zhao

Market still pricing in rather significant odds of a Fed rate cut in March.

By: Liz Ann Sonders

🤯 This Mind-Blowing Chart Reveals Why US Stocks Face A Tough Long-Term Outlook

By: Reda Farran, CFA

S&P 500 trades at a historically elevated valuation on both an aggregate and equal-weighted basis. Further valuation expansion is unlikely without a surprising further decline in yields.

By: David Kostin

How to prepare for client presentations 👨🏫?

By: Chris Teschmacher, CFA