The steady stream of cash that has flowed in to stocks in 2013 has pushed stock indexes around the world higher – a move defying many expectations for a pullback. Along the way, investors have shrugged off some mixed economic data, as well as worries about Cyprus and the U.S. federal budget crisis.
Four investment experts from Natixis Global Asset Management share their views about the future direction of stocks – including whether or not the markets have room to run.
Aurora Investment Management
Near term, Justin Sheperd anticipates further upside to the equity markets, predicated on reasonable valuations, continued slow and steady growth in the U.S., stability in China and no major blow-ups in Europe.
“Macroeconomic and... Read full answer
Loomis, Sayles & Company
“The tendency for equities to lag during the summer has been well documented, even if the reasons for it are hard to pin down,” said Richard Skaggs.
Skaggs believes the summer of 2013 may be less volatile than recent years for... Read full answer
Natixis Asset Management
The European market improvement that has occurred since last fall has stemmed from a change in the perceived risk level of two situations, according to Philippe Waechter: (1) Chinese economic growth and (2) stability in the euro area. Both situations got... Read full answer
Vaughan Nelson Investment Management
“Our outlook for 2013 is less optimistic than our intermediate-term and long-term outlooks,” said Chris Wallis. “However, ongoing improvement in housing, non-residential construction activity and a modest increase in capital... Read full answer
Once market darlings, tech stocks have been getting a tepid reception from investors for some time now. We all remember how the Facebook IPO went. So, are there new trends materializing around the...
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After a few years of lackluster growth and equity performance, many emerging markets across Asia, India, and Latin America are showing signs of resurgence.
So what may be next for...
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