CFRA Research

Join CFRA Research's Chief Investment Strategist, Sam Stovall, CFP, and Washington Analysis Senior Political Analyst Joe Lieber in our Second Half Outlook webinar, where they will provide insights into the first half of 2024, highlight performance expectations for the second half of 2024, and analyze how current conditions may reinforce or modify the traditional election-year enthusiasm. Register today! https://lnkd.in/eHTr8H5r

There is a lot of focus on the US elections due to recent events, but it has also been a big year for elections globally, including in key emerging markets like Mexico and India. One trend that CFRA Research has been highlighting for some time now is the ‘unbundling’ of EM exposure. Till recently, China was almost 30% of the MSCI EM index – due to its underperformance, many investors have been investing in EM Ex-China or single country #ETFs. If return dispersion between EM countries continues to be high, investors will increasingly use more targeted ETF to get EM exposure as an alternative to broad ETFs like $IEMG.  https://lnkd.in/gQFsRuaW

ETF managers remained busy in closing out the first half of 2024. Overall, asset mangers launched 50 ETFs in June. By Aniket Ullal from CFRA Research

The recent Russell index reconstitution is a reminder that investors need to pay attention to the stocks in indices, and the ETFs that track them. As Matt Egan points out in this CNN article, the recent reconstitution resulted in stocks like Trump Media ($DJT) being added to the Russell 1000 index, which is something investors may care about. Thanks to Matt for including commentary from CFRA Research in his article. One of the benefits of ETFs is the transparency they provide, but looking into the holdings is critical for investors. https://lnkd.in/gm-TXJZp

📈 Join co-hosts Tobin Smith and Todd M. Schoenberger as they welcome back Sam Stovall, Chief Investment Strategist at CFRA Research. Sam reveals his bold S&P 500 forecast, increased by over 10%, and analyzes how the upcoming election may impact the stock market. Plus, get his surprising sector picks for your portfolio! Don't miss out on these expert insights. Watch now: https://lnkd.in/eJAFKYNw 📊📺 #Investing #StockMarket #Election2024 #SP500 #BuyHoldSell • CrossCheck Media LLC • CrossCheck Management LLC

Americans won’t go to the polls until November, but election years tend to benefit stocks – and so far, this year is no exception, says Sam Stovall Chief Investment Strategist at CFRA Research

Will there be a #GOP sweep after Thursday's #PresidentialDebates? With the election odds swinging in Trump’s favor after the debate and the GOP poised to flip the Senate and maintain control of the House, Joe Lieber, Senior Political Analyst and Director of Research, breaks down the ripple effects on the election and what investors can expect under Trump 2.0. https://ow.ly/55rA50Ss8TR

Don't miss CFRA's 2024 Outlook Webinar with Chief Investment Strategist Sam Stovall, CFP. He'll provide insights on the first half of 2024 and expectations for the second half and analyze how current conditions may affect election-year enthusiasm. Washington Analysis Analysis Senior Political Analyst Joe Lieber will discuss election scenarios that could shift the #House and impact the market and winners and losers in #Biden's or #Trump's Administration. https://lnkd.in/eEXBTC27

Wondering how to navigate the rest of 2024's market? Kevin O'Leary (O'Leary Ventures), Stephanie Link (Hightower Advisors) & Sam Stovall (CFRA Research) share their expertise in our latest newsletter: 🌐 #AI's Future: Hear Kevin O'Leary's take on a driving force behind S&P 500 concentration. 🖥️ Beyond AI & #Cybersecurity: Discover Stephanie Link's picks for attractive investment opportunities. 📈 Market Direction: Learn why Sam Stovall believes "letting your winners ride" could be wise. Subscribe to our newsletter to get exclusive insights from these industry leaders and more!

Don't miss this exciting session with CFRA Research SVP and Head of ETF Data & Analytics Aniket Ullal and his industry colleagues. Register below.