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asset-allocation: Archive
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
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 $275.08.
asset-allocation