Semis and tech hardware drive $SPX total return in 2024, Edward Dowd notes

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Semis and tech hardware drive $SPX total return in 2024, Edward Dowd notes — Semis and tech drive SPX return YTD

Edward Dowd, founding partner at OceanSquare Asset Mgmt and former BlackRock executive, highlights that the SPX total return year to date (YTD) stands at 790 basis points.

He notes that semiconductors and semi equipment have contributed 612 basis points of that return, while tech hardware and tech equipment have contributed 208 basis points. Combined, these sectors account for a total of 820 basis points toward the SPX's performance YTD.

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Earlier this month, Dowd critiqued AI firm Anthropic's reluctance to provide financial details during funding talks with debt financiers, as reported here. In May, he also reported on weakness in China’s economy, noting a retail sales decline for the first time in over three years here. These recent updates reflect Dowd’s ongoing focus on corporate transparency and global economic trends.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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