We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
In this episode of ETF Spotlight, I speak with Matthew Bartolini, Head of SPDR Americas Research at State Street Global Advisors. We discuss the market outlook and investing strategies for 2024.
Stocks and bonds have soared lately as investors are becoming increasingly confident that the Fed will cut interest rates earlier and faster than expected. Can the Fed pull off a soft landing, or is the market getting ahead of itself?
US large-cap growth stocks’ gains in 2023 were driven mainly by multiple expansion, and with earnings expected to rebound in 2024, these stocks could continue to do well. Additionally, the momentum driven by AI-related factors might persist, offering growth prospects in 2024.
Investors should favor high-quality companies with strong pricing power, stable earnings, and healthy balance sheets, as market volatility is likely to move higher amid diminishing fiscal and monetary stimulus.
The SPDR NYSE Technology ETF (XNTK - Free Report) holds 35 leading technology companies in equal weights and therefore avoids too much concentration in the “Magnificent Seven” stocks that have already surged a lot.
The SPDR MSCI USA StrategicFactor ETF (QUS - Free Report) follows a multi-factor strategy that blends quality, value, and minimum volatility. Apple (AAPL - Free Report) , Microsoft (MSFT - Free Report) , NVIDIA (NVDA - Free Report) and Meta Platforms (META - Free Report) are among its top holdings.
The SPDR S&P Dividend ETF (SDY - Free Report) selects companies that have consistently increased their dividend for at least 20 consecutive years.
With the recession probability and mortgage rates declining, housing and home retail stocks could see momentum next year, driven by a resilient consumer. Further, homebuilders are currently trading at a much wider than usual discount to the S&P 500 Index.
Defense stocks could benefit from strong bipartisan support in Washington and rising geopolitical risks. However, defense spending could extend to advanced technologies with the emerging threat of AI and increased cyber warfare.
Take a look at the SPDR® S&P® Homebuilders ETF (XHB - Free Report) and the SPDR S&P Aerospace & Defense ETF (XAR - Free Report) .
Tune in to the podcast to learn more about these ETFs.
Make sure to be on the lookout for the next edition of ETF Spotlight! If you have any comments or questions, please email podcast@zacks.com.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Shutterstock
ETF Market Outlook & Investing Strategies for 2024
In this episode of ETF Spotlight, I speak with Matthew Bartolini, Head of SPDR Americas Research at State Street Global Advisors. We discuss the market outlook and investing strategies for 2024.
Stocks and bonds have soared lately as investors are becoming increasingly confident that the Fed will cut interest rates earlier and faster than expected. Can the Fed pull off a soft landing, or is the market getting ahead of itself?
US large-cap growth stocks’ gains in 2023 were driven mainly by multiple expansion, and with earnings expected to rebound in 2024, these stocks could continue to do well. Additionally, the momentum driven by AI-related factors might persist, offering growth prospects in 2024.
Investors should favor high-quality companies with strong pricing power, stable earnings, and healthy balance sheets, as market volatility is likely to move higher amid diminishing fiscal and monetary stimulus.
The SPDR NYSE Technology ETF (XNTK - Free Report) holds 35 leading technology companies in equal weights and therefore avoids too much concentration in the “Magnificent Seven” stocks that have already surged a lot.
The SPDR MSCI USA StrategicFactor ETF (QUS - Free Report) follows a multi-factor strategy that blends quality, value, and minimum volatility. Apple (AAPL - Free Report) , Microsoft (MSFT - Free Report) , NVIDIA (NVDA - Free Report) and Meta Platforms (META - Free Report) are among its top holdings.
The SPDR S&P Dividend ETF (SDY - Free Report) selects companies that have consistently increased their dividend for at least 20 consecutive years.
With the recession probability and mortgage rates declining, housing and home retail stocks could see momentum next year, driven by a resilient consumer. Further, homebuilders are currently trading at a much wider than usual discount to the S&P 500 Index.
Defense stocks could benefit from strong bipartisan support in Washington and rising geopolitical risks. However, defense spending could extend to advanced technologies with the emerging threat of AI and increased cyber warfare.
Take a look at the SPDR® S&P® Homebuilders ETF (XHB - Free Report) and the SPDR S&P Aerospace & Defense ETF (XAR - Free Report) .
Tune in to the podcast to learn more about these ETFs.
Make sure to be on the lookout for the next edition of ETF Spotlight! If you have any comments or questions, please email podcast@zacks.com.