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Heat maps for U.S. and non-U.S. stocks show how the various styles and sectors have done so far this year. Smaller company value stocks performed especially well, benefitting from the popularity of “smart beta.” Use these heat maps to fine-tune your investment strategy before year-end.
Did capital markets perform well so far this year? It all depends on your perspective. We review the momentum and reversals of U.S. and foreign stocks, asset classes, styles, and sectors over the past nine months to get an idea of how 2016 might end.
Chart Talk: Despite some forecasts of 14% U.S. stock market earnings growth and a price/earnings ratio increase to 20 in 2017—which imply an annual return expectation of above 35%—not everyone is that optimistic. On the contrary, retracing historical average earnings growth and P/E may result in a 5% loss in 2017.
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