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asset-allocation: Archive
Zacks May View on Equity Markets
by John Blank
Recent trade policy announcements have raised economic uncertainty, pushed up market volatility, and tightened financial conditions.
asset-allocation
International: Update on Global Regions
by John Blank
"For companies that generate more than 50% of sales inside the U.S., the blended earnings growth rate is 14.4%. For companies that generate more than 50% of sales outside the U.S., the blended earnings growth rate is 20.8%."
asset-allocation
May Sell-Side and Buy-Side Consensus at a Glance
by John Blank
FactSet "Bottoms-up" consensus, going 12 months out? This outside consensus was for 6,578. That latest consensus was (+19.9%) above a closing price 5,485
asset-allocation
May Asset Allocation Guidelines
by John Blank
Five different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.
asset-allocation
ZRS Chart of the Month
by John Blank
Data showed investors across the board upgrades. Zacks Industry Ranks supplied one Very Attractive Sector: Financials.
asset-allocation
Zacks April View on Equity Markets
by John Blank
In the prior 10 instances, of the S&P500 falling -10% from a record high in 20 days or fewer, we have a nice record to mine for insights.
asset-allocation
ZRS Chart of the Month
by John Blank
Info Tech remains overpriced, at extreme valuations, still +37% over the median. That is the remaining AI "froth factor." Factor in high tech mega-cap P/E multiples too.
asset-allocation
April Asset Allocation Guidelines
by John Blank
5 different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.
asset-allocation
April Sell-Side and Buy-Side - Consensus at a Glance
by John Blank
A valuation boost from the attraction of a broad equity risk premium looks OK using Zacks 2025 S&P500 earnings of $267.82.
asset-allocation
International: Update on Global Regions
by John Blank
The S&P index is more global than one may think. Many U.S. corporations have a global presence, with assets and revenues in or from foreign countries.
asset-allocation
Zacks March View on Equity Markets
by John Blank
We show you the Return on Equity charts for the Top 15 stocks in these 2 Utility sectors, selected by Market Capitalization.
asset-allocation
ZRS Chart of the Month
by John Blank
Info Tech (9.10) remains overpriced, at extreme valuations, still +47% over the median. That is the remaining AI froth factor. Factor in high tech mega-cap P/E multiples too.
asset-allocation
March Asset Allocation Guidelines
by John Blank
Returns are based on market-implied earnings growth rates looking out 3 to 5 years. In comparison, Wall Street consensus returns for large caps in the S&P 500 typically show a +10% blended return.
asset-allocation
March Sell-Side & Buy-Side Consensus at a Glance
by John Blank
"Bottoms-up" consensus on EPS growth for S&P 500 stocks? Outside consensus expects +14.0% EPS growth in 2026, +12.1% in 2025, and +10.4% in 2024.
asset-allocation
International: Update on Global Regions
by John Blank
Many U.S. corporations have a global presence, with assets and revenues in or from foreign countries. Therefore, certain global events can have a material effect on S&P 500 companies and overall index performance.
asset-allocation
February Sell-Side and Buy-Side - Consensus at a Glance
by John Blank
Consensus calls for EPS growth in 2025 and 2026 get loosely tied to U.S. growth estimates, along with long-term trend growth projected for the 2025 and 2026 real GPD growth outlooks.
asset-allocation
ZRS Chart of the Month
by John Blank
The top sector is Info Tech. The growth gets enabled by AI data/cloud centers and ongoing tech mega-cap earnings strength.
asset-allocation
International: Update on Global Regions
by John Blank
Many U.S. corporations have a global presence, with assets and revenues in or from foreign countries. Therefore, certain global events can have a material effect on S&P 500 companies and overall index performance.
asset-allocation
February Asset Allocation Guidelines
by John Blank
We draw upon the Zacks Valuation Model (the ZVM) to construct style boxes. Returns are based on market-implied earnings growth rates looking out 3 to 5 years.
asset-allocation
Zacks February View on Equity Markets
by John Blank
The Top Zacks Investment Brokers & Managers, Investment Funds and Real Estate stocks are worth investigating.
asset-allocation
Zacks February View on Equity Markets
by John Blank
The Top Zacks Investment Brokers & Managers, Investment Funds and Real Estate stocks are worth investigating.
asset-allocation
ZRS Chart of the Month
by John Blank
The top sector is Info Tech. The growth gets enabled by AI data/cloud centers and ongoing tech mega-cap earnings strength.
asset-allocation
Zacks December View on Equity Markets
by John Blank
You can also gauge "fair value" by seeing if the share price is over or under the 2025 and 2026 annual EPS lines.
asset-allocation
ZRS Chart of the Month
by John Blank
Info Tech is overpriced, at extreme valuations, now +40% over the median. That is partly an "AI" froth factor. Factor in high tech mega-cap earnings outlooks too.
asset-allocation
December Asset Allocation Guidelines
by John Blank
5 different frameworks specify portfolio risk tolerance: from Risky ???Max Growth??? to Conservative ???Income.??? Choose one that fits you.
asset-allocation