Investment Strategy


  • Watching Santa Rally's Last Day Monday, 5 Jan 2009 | 10:05 AM ET

    We begin the "real" New Year with stocks at a 6-week high, and the S&P 500 24 percent above its November 20 low. Now let's see if we can change leadership: health care and consumer stocks have generally outperformed in the past few weeks, though recently industrial stocks have improved. A shift toward less defensive names would be a welcome development.

  • W-Shaped Recovery More Likely: Strategist Monday, 5 Jan 2009 | 7:07 AM ET

    A W-shaped recovery is more likely than a V-shaped one this year, and stocks look relatively attractive compared to other asset classes such as bonds, Juerg Zingg, managing partner at Q Investments, told CNBC.

  • Market Tips: Dow Could Rally to 10,000 Monday, 5 Jan 2009 | 6:40 AM ET

    Asian stocks hit a two-month high Monday on expectations of a global economic recovery taking place late 2009 as governments increase stimulus measures to aid ailing economies. As a result, investors are beginning to venture back into riskier assets. Experts tell CNBC to expect a rally late January/early February.

  • Charts Predict: S&P May Rally 20% then Fall Monday, 5 Jan 2009 | 5:58 AM ET

    The S&P 500 could rally 20 percent in the first quarter of this year, but investors shouldn’t get used to the gains as 2009 will be another year of losses for the major indexes, Robin Griffiths, technical strategist from Cazenove Capital, told CNBC.

  • Pros Say: Avoid Stocks at All Costs Monday, 5 Jan 2009 | 4:30 AM ET

    Stocks started the week on a positive note again Monday, on optimism for a worldwide economic recovery later this year. But with the future still unclear and economic reports continuing to show deteriorating conditions, experts tell CNBC to stay out of stocks for the first half of 2009.

  • Week Ahead: Market Hopes New Year Rally Will Last Saturday, 3 Jan 2009 | 9:21 AM ET
    NYSE trader

    Wall Street hopes to continue Friday's rally into the first week of the new year after the Dow closed above 9,000 for the first time in two months. Traders expect more money to be put back to work as investors shop for bargains.

  • Your First Move for 2009 Friday, 2 Jan 2009 | 5:11 PM ET

    From mortgages to credit to jobs to investing, we all have some important choices to make with our money in 2009.

  • Best First Day Of Year Stock Trading Since 2003 Friday, 2 Jan 2009 | 5:01 PM ET

    With gains in 5 of the past 6 days, the Dow has now climbed over 7% since its close on December 23 and closed over the 9,000 mark for the first time since November 5th.

  • Markets On Rebound For 2009? Friday, 2 Jan 2009 | 1:25 PM ET

    European shares are up 2% despite some bleak economic reports out of the U.K. today. A survey performed by the country’s largest mortgage lender showed home prices plunged 16% in the fourth quarter from a year ago. That was the sharpest decline in at least 25 years.

  • Pros Warn: Stocks Haven't Hit Bottom Friday, 2 Jan 2009 | 8:41 AM ET

    Despite some analyst calls that markets bottomed in November last year, investors should not get too euphoric, as stocks have still a way to go lower, experts tell CNBC.

  • This year will be a better one than 2008, although it will start off very badly, and investment is likely to take place primarily to the infrastructure and IT sectors, Ralph Silva, director at TowerGroup said Friday.

  • Charts Predict: S&P to Hit New Low, then Rebound Friday, 2 Jan 2009 | 6:27 AM ET

    Markets will improve in the latter part of 2009, according to Bill McLaren, independent trader.

  • As 2009 begins, investors are hoping for a broad recovery in the global markets. But experts tell CNBC there could be more downside for commodities and sterling.

  • Friday Look Ahead: New Year, New Market Optimism Thursday, 1 Jan 2009 | 4:18 PM ET
    Stocks up

    "They say the first five days of the year are very important, and it would be nice to see it be up," said Todd Leone of Cowen. He expects a quiet day Friday, similar to Wednesday's trading.

  • How the S&P 500 Sectors Ended '08 Wednesday, 31 Dec 2008 | 6:07 PM ET

    An end-of-year rally today (albeit on fairly light volume once again) pushed the S&P 500 into positive territory to end the month. December’s 0.8% gain snaps three straight monthly declines for the index. Here’s how the 10 S&P 500 sectors ended the year.

  • Santa Rally Can't Undo S&P's '1931' Slide Wednesday, 31 Dec 2008 | 12:21 PM ET

    Who said there’s no Santa Claus? The markets appear to be showing a bit of a Santa rally so far this year. Since the close on Dec. 23, the S&P 500 has rallied 3.5%. According to the Stock Trader’s Almanac, since 1950, the S&P has averaged a 1.5% gain during the last 5 days of December and first 2 days of January. However, despite this year’s Santa Claus rally, the S&P is still down 39%, its worst decline since 1931.

  • CNBC.com's Top Stories for 2008 Wednesday, 31 Dec 2008 | 9:24 AM ET

    Our list looks a lot different from your typical end-of-year top stories list. Here it is ...

  • Pros Say: The Managed Investment that Will Save Your '09 Wednesday, 31 Dec 2008 | 6:13 AM ET

    Global stocks are set to end their worst year ever since the Great Depression on Wednesday. After such a turbulent year, investors are hoping 2009 will be better. Experts tell CNBC where they see value for next year.

  • Market Insider: May 2008 Markets Be Forgotten Tuesday, 30 Dec 2008 | 8:04 PM ET
    Wall Street

    Goodbye 2008, and good riddance. Stocks could drift higher in the final session of the year Wednesday, but volume promises to remain light. There's little expectation much will happen to take away the sting of the year's near 40 percent declines.

  • Market Gave Us Good News Today Tuesday, 30 Dec 2008 | 6:00 PM ET

    Another light volume, low volatility day, closing near the highs. Good news, considering that the consumer confidence and home price news was dismal. Goldman Sachs had a particularly good day, up almost 6 percent, though on light volume. But GMAC was the big story of the day...