Greenwich Associates, LLC recently released its “15 for ’15,” a list of 15 market structure trends for investors to watch in 2015. Here’s the 15 trends they believe will shape the financial markets in 2015. 1. Rates And Volatility Rising: Analysts believe the Fed will finally raise interest rates in 2015, and trading volume should pick up…
For an investor, nothing can be more exciting than getting in on the ground floor of a company as it first goes public. Investing in an IPO can also be a very lucrative endeavor, as shareholders of these two 2014 recent IPOs can attest. TubeMogul TubeMogul Inc TUBE 1.4%, a digital branding service provider, went public back in July 2014.…
In a recent report, analysts at Credit Suisse outlined their 2015 outlook for the Basic Materials industry. Here’s a breakdown of their top stocks to own and top stocks to avoid in 2015. Sealed Air Credit Suisse’s top stock pick in the sector is Sealed Air Corp SEE 1.14%. Analysts see falling oil prices providing huge benefits for Sealed…
According to a recent report, Credit Suisse analysts believe the Macau gaming market is near a bottom. Analysts are recommending investors start slowly building positions in gaming stocks. After a 6 percent drop in gaming revenue in 2014, Credit Suisse is forecasting a 13 percent increase in revenue in 2015. Analysts see a potential increase in the…
A recent report by William Blair focused on investing in the modern non-inflationary world. Despite the current environment of deflation, analysts believe that there are still areas of growth to be found for picky investors. The report focused on one such investment opportunity: emerging markets. Macroeconomic Restructuring During the past decade, many emerging market countries have undergone major fiscal…
In a recent report, William Blair discussed the three main driving forces of worldwide economic growth since the financial crisis, and looked at the sustainability of its influence moving forward. Inflation Is Key Analysts point out that, on a basic level, the world economy is composed of two major elements: wages and corporate profits. Both of…
According to a recent report, Citigroup sees the volatility and fallout surrounding crude oil prices continuing throughout 2015. Citi analysts outlined what they believe will be key developments to watch out for in the upcoming year. Driving Factors Still Going Strong Analysts point to three main reasons for the collapse in crude oil prices: the…
Shareholders of battered gaming companies with exposure to the world’s largest gambling market in Macau, China are certainly glad to see the calendar flip over to 2015. After 2014 started with such promise, the second half of the year ushered in a collapse in gaming revenue due to a handful of coinciding factors. However, after…
In a recent report, analysts at Citigroup gave their 2015 outlook for two largest American automakers, General Motors Company GM 0.5% and Ford Motor Company F 0.68%. Citigroup analysts chose GM as their preferred investment and downgraded Ford stock to Neutral. Bullish On U.S. Auto Cycle Citi analysts believe that the U.S. auto manufacturing cycle is in an upswing. Despite the fact…
Morgan Stanley issued a wave of upgrades and downgrades in the pharmaceutical and medical device arena. Analysts upgraded Zimmer Holdings, Inc. ZMH 1.39% from Equal-weight to Overweight. Zimmer Holdings designs and produces orthopedic reconstructive devices, implants and related surgical products. Morgan Stanley issued a $134 price target.