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Michael Kantro: Stocks tend to outperform when positive surprises boost expectations

Michael Kantro: Stocks tend to outperform when positive surprises boost expectations
Stocks gain on positive surprise and expectations

Michael Kantro wrote that stocks generally perform best when positive surprises drive increases in expectations. He added that, in broad terms, riskier stocks often lead during upward moves and underperform during declines.

Earlier this year, Kantro reported that the S&P 500 Macro Select index rose nearly 30% year to date. He also highlighted that corporate margins continue to rise as both cyclical and secular forces play out. His recent observations build on these trends across broad segments of the equity market.

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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