12-02-2015, 10:41 PM
Alternatives to stocks next year? Here’s one. Rolling out his Multi-Asset Portfolio outlook on Tuesday, Société Générale’s head of global asset allocation, Alain Bokobza, is looking straight at oil. Over a one-year horizon, he expects outperformance from crude. He advises an 8% chunk in commodities in their balanced portfolio, up from 5% in September. In a forecast not far off Citi’s own predictions yesterday, Bokobza sees U.S. crude at $56 a barrel and Brent at $60 a-barrel by the end of 2016. “We expect a more balanced market by mid-2016, as OPEC members are under pressure to change their current production policy, which is bleeding public finances,” says Bokobza.
This ‘wild card’ could save us from the stock doldrums - MarketWatch
The Goldman analysts listed 35 S&P 500 stocks that currently meet at least two of this recommended investment criteria, i.e., strong balance sheets, high U.S. sales, Goldman Sachs analysts' projections of at least 50 basis points of margin expansion in 2016 and 2017 and revenue growth greater than nominal U.S. GDP growth (roughly 4%) and a part of the S&P 100.
Goldman Sachs Says These 35 Stocks Will Outperform in 2016 - TheStreet
Unemployment across the 19-country eurozone economy has fallen to its lowest level in nearly four years, official figures showed Tuesday, in another positive sign for an economic region that has struggled to get people back to work for years.
Eurozone unemployment rate falls to near 4-year low - Yahoo Finance
The attacks in Paris that killed 130 people and wounded hundreds more are hurting the French economy at a time when the wider 19-country eurozone appears to be growing at the fastest pace in four and a half years, a survey showed Monday.
French economy already hurting from attacks, survey finds - Yahoo Finance
Exasperated Americans have dedicated entire blogs to a whole array of airport gripes, cataloguing everything from crowded terminals and immigration halls to inefficient transport links and endless security checks. Brett Snyder, author of the Cranky Flier, says the lack of space at US airports "drives [him] nuts... they were designed for a different era".