Zacks Investment Management

Different index providers have different rules, but investors should understand how they decide to include new companies, and how those differences can affect portfolio exposure.

Big-name IPOs are hitting the market this summer. In the first of two IPO columns, Mitch discusses weighing fundamentals, valuation, risk, and portfolio fit in any investment decision.

Consumer sentiment hit its lowest reading since 1952, yet the markets don’t seem to care. To understand why, look at consumer spending, business investment activity, and earnings growth.

Despite concerns in the private credit market, commercial bank lending is accelerating, corporate default rates are relatively contained, and businesses continue to access capital.

While this statistic is startling to many, it may be better to view it less as an immediate market signal and more as a reminder of long-term political and economic challenges we face.