News
Germany’s market capitalization is at an all-time low. Plus; these are worth oil companies and bear markets are not fun, but they are promising.
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Waiting for new opportunities
Will we have a recession? Has the role of bonds as a safe haven come to an end? Have sustainable stocks had their heyday? Ewout van Schaick, head of multi-asset at NN IP, and colleague Siu Kee Chanwho together with Jan Kvapil is ultimately responsible for the five Dynamic Mix funds of NN IP, analyze the current stock market environment.
Grantham blames Fed for super bubble
Jeremy Grantham believes there is a super bubble in the stock market that is far from fully deflated. At the heart of the bubble are cryptos, NFTs and meme stocks. He points to the Fed as the main culprit.
Active vs Passive
The returns of the IEX Fund 40 (actively managed mutual funds) and the IEX Index 20+ (ETFs).
Buffett buys on
Buffett is still buying Occidental. He doesn’t look at the price, but at valuation. EV/EBITDA of major oil companies. pic.twitter.com/IxT3eSeIIC
— Corné van Zeijl (@stock analyst) July 11, 2022
No, a bear market is not fun
Very useful and it offers investors opportunities.
It could have been much worse
With stock and bond prices this year.
Raw material prices are falling again
However, per raw material there are big differences.
The Fall of Germany
The fall of #Germany in one chart: German total mkt cap as % of global mkt cap has hit another All-Time low at 1.94% due to underperformance of German stocks and Euro weakness. pic.twitter.com/kIpzf4Livo
— Holger Zschaepitz (@Schuldensuehner) July 10, 2022
And after that?
Today the lifeline to Europe, the Nord Stream 1 pipeline, will be closed for ten days for maintenance. But does it stop there? https://t.co/KFJ8BhjEIO
– RTL Z (@RTLZ) July 11, 2022
Number season starts again
Earnings season is about to begin: Investors already expect earnings growth to slow down, so the focus will be on guidance from companies on their outlook for the rest of the year.https://t.co/niyXmAajaV
— MarketWatch (@MarketWatch) July 11, 2022
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Of Editors of IEXProfs consists of several journalists. The information in this article is not intended as professional investment advice, or as a recommendation to make certain investments. Editors may hold positions in one or more of the listed funds. click here for an overview of their investments.
