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  1. Ep. 148: Phil Suttle on Fed Murdering Expansions and Bond Worries 

    Bilal Hafeez

    Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank.

  2. Bloomberg TV Interview: Market and Central Bank Outlook

    Macro Hive

    CEO and Head of Research at Macro Hive Bilal Hafeez joined Bloomberg Europe today (26th January 2023) to share his thoughts on the current market rally, earnings results, and the recession outlook.

  3. Equity Rundown: Positioning for a Soft H1 2023

    John Tierney

    Our long/short ETF model portfolio is up a modest 2% since inception, and 11% excluding the difficult clean energy sector. Clean energy ETFs hold some Chinese companies, which could recover if the reopening takes hold.

  1. Is the S&P 500 a Good Investment? Should I Buy It Now?

    Matthew Tibble

    We evaluate the latest S&P 500 trends and market drivers by considering all the relevant factors and risks to answer the question: Is S&P 500 a good investment now?

  2. Earnings Outlook: Advertising Spend Will Reveal Corporate Confidence

    John Tierney

    Equities continue to trade sideways as company outlooks point to a demand increase in the coming months. About 125 companies report this week, including Microsoft and Tesla, several airlines, and several major industrial corporations.

  3. Are Hedge Funds Actually Beating the Market?

    Jon Caplis

    Hedge funds performed well in 2022 against a backdrop of volatile and declining equity markets. In December, the PivotalPath Hedge Fund Composite Index rose 0.4% versus the S&P 500’s decline of 5.6%.

Asset Allocation Update: Turning Overweight Commodities and Neutral Equities

Bilal Hafeez

2023 has started with a positive tone. Most risk markets from equities to crypto are up, and we identify four driving themes:

Earnings Outlook: Are Recession Concerns Alive or Abating?

John Tierney

The CPI data and first batch of earnings came in as expected, and the market rallied modestly – but it was not a game-changing week.

  1. Private Equity Bubble to Burst

    Bilal Hafeez

    Private equity companies are performing suspiciously well and appear overvalued. Now the Fed and other central banks have ramped up rates, the PE bubble is finally starting to burst.

  2. How You Should Be Thinking About Hedge Funds

    Jon Caplis

    A quality index can serve as a meaningful benchmark to evaluate performance when investing in active managers and hedge funds. However, over $4.5tn of global hedge fund capital is benchmarked against inaccurate and often misleading indices.

  3. The 2023 Equity Outlook: Earnings Forecasts Are Counting on Goldilocks

    John Tierney

    Equities are sometimes regarded as an inflation hedge. But during the latter part of the 20th century, T-Bills were the far better investment.

Buckle Up for a Challenging 2023

Richard Jones

We review 2023 market outlooks from some of the world’s largest financial institutions.

Bloomberg TV Interview: How Markets Are Kicking Off 2023 Trading

Macro Hive

Bilal Hafeez joined Bloomberg Europe close on 9th January 2023 to give his view on the year ahead.

  1. Earnings Outlook: Corporate America Is Banking On More Inflation!

    John Tierney

    Equities may rally in the coming days, given the still-robust labour market and forthcoming Q4 earnings season. But markets remain vulnerable to bad news.

  2. Earnings Outlook: Recession Concerns? Not at My Company!

    John Tierney

    The hoped-for yearend rally did not happen as recession concerns continue to drag on market sentiment. But curiously, the latest batch of earnings reports display little concern about risks of a broader recession.

  3. Earnings Outlook: Market Mood to Reset Into Yearend?

    John Tierney

    Equities continue to be caught between a fight or flight dilemma – whether to fight the Fed or capitulate before a recession arrives.

Retail Sales Head Fake, But Bigger Problems Ahead

John Tierney

Fedspeak and weak retail sales triggered recession fears and a big equity selloff yesterday.

Equity Rundown: Steady in the Storm

John Tierney

Our ETF model portfolio is up 0.4% since inception and down 1.5% over the past month. Energy was the worst performer, primarily because of a 16% drop in oil prices.

Investing in the Equity Market

  • At Macro Hive, we offer cutting-edge equity research to keep you ahead of the market.
  • Our equity insights primarily cover US stocks on a sectoral basis while our regular reports on earnings give details on individual companies.
  • We also offer insights into European equities.

The benefits of equity investment include capital gains and dividends. However, we also see investment in stocks as a core part of a diversified strategy alongside other asset classes such as bonds and commodities. A global equities strategy offers geographical diversification, too.

It is possible to invest in equities at an individual level, but we gear most of our research around exchange traded funds (ETFs) as these provide better, more diversified exposure to macro trends instead of company fundamentals.
For most investors, equities offer an attractive way to grow wealth over the long term. There are many types of equities. And like any asset, they can be volatile in the short term. As a risk asset, they tend to suffer during downturns or periods of bearish sentiment. Yet equity investment generally offers higher returns than bonds and cash savings in the long term.

Your portfolio allocation to equities will largely depend upon your risk appetite. If you have an aggressive risk profile, you could potentially allocate 70%. With a moderate risk profile, you could consider an allocation of 50%, while a conservative risk profile might lead you to allocate 20%.
To gain an overview of our equity market investment views, read our latest Prime Trade Ideas report.

FAQ:

What is the equity market?

The equity market is a meeting point where investors and other market participants can issue and trade shares of companies. It is also known as the stock market. The trading occurs via exchanges, such as the New York Stock Exchange, or over-the-counter markets.

→ What is equity investing?

Equity investing is money that people invest in a company by buying shares of the company on the equity market. Investing in equities allows investors to own a share of the company and profit either via a rise in the company’s value (capital gains) or the generation of dividends.

→ What are equities in the stock market?

Equities in the stock market are simply shares of a company that investors and other market participants buy or sell via exchanges. There is no difference in equities vs stocks.

→ What is the market value of equity?

The market value of equity is the total value of a company’s equities expressed in its denominated currency (I.e., dollars). It is also known as market capitalization, and it is calculated by multiplying the current price of a single stock by the total number of outstanding shares.

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