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Market Insights

Michael E. Schroer, CFA August 20, 2024

Rotation in the stock market can be seen in the difference in performance of the S&P 500 and the S&P 500 calculated on an equal-weighted basis. Is recent outperformance of the equal-weighted index likely to continue?

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International Investing

Michael J. Streitmarter, CFA June 26, 2024

After falling over 50% from peak to trough, Chinese equity markets may have already seen their bottom. Yet, further government support for the property market will likely be needed to give this bull market additional legs given the headwinds that the economy faces.

Yields

Market Insights

Michael E. Schroer, CFA June 3, 2024

The “real” yield on 10-year U.S. Treasury bonds (yield minus the rate of inflation) has tended to stay at unusually low levels since the 2008 Global Financial Crisis. If real yields revert to longer-term averages, bond yields may trend higher going forward.

Japan

International Investing

Market Insights

Michael J. Streitmarter, CFA March 21, 2024

While the U.S. stock market has enjoyed a strong rally, many overseas markets have posted similar or even better gains since the end of 2022. Most notably, the Japanese stock market has finally recovered from its peak levels of 1989 and appears poised for further gains.

market rally

Advisor Insights

Market Insights

Michael E. Schroer, CFA February 23, 2024

The S&P 500 has risen in 14 of the 15 weeks since October 27, 2023. What’s been the historical pattern of returns after such a significant increase in stock prices over such a short period?

raise a glass

Advisor Insights

International Investing

Kasia Kiladis January 23, 2024

Learn why Veritas believes the investment case for Kweichow Moutai is as strong as its liquor’s fiery taste.  

inflation peaks

Advisor Insights

Market Insights

Michael E. Schroer, CFA December 22, 2023

A year ago Mike Schroer, CFA, wrote “What Happens When Inflation Peaks?” in which he noted that historically, when the inflation rate peaks at levels over 5%, the stock market tends to perform well going forward.

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