Michael Kantro: Macro research focuses on future investor priorities

Michael Kantro: Macro research focuses on future investor priorities
Macro research predicts investor attribute focus

Michael Kantro highlights that the core of macro and market research is forecasting which investment attributes—such as beta, growth, value, margins, and leverage—are likely to attract investor attention going forward.

He adds that, to help both his team and clients track the recommendations from their calls, a tracking system was implemented in 2018.

Earlier this year, Michael Kantro warned that SPX price momentum could weaken if earnings growth does not reach 30-40%, citing a range of market indicators in his analysis. He also noted that consumer perceptions of low mortgage rates have dropped to levels near the 3rd percentile since 1978, as discussed in a separate report. These observations add context to Kantro's ongoing focus on tracking investment themes and investor sentiment.

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.