More Optimistic About US Stocks Going Into 2026, Aegon Asset Management Says

BloombergWednesday, September 24, 2025 at 1:20:02 AM
More Optimistic About US Stocks Going Into 2026, Aegon Asset Management Says
Jeff Grills from Aegon Asset Management has expressed increased optimism about US stock valuations as we approach 2026. He believes that the ongoing growth in the US economy, coupled with potential rate cuts from the Federal Reserve, could provide a strong support for the market. This perspective is significant as it suggests a positive outlook for investors and could influence market strategies moving forward.
— Curated by the World Pulse Now AI Editorial System

Was this article worth reading? Share it

Recommended Readings
Copper Holds Steady With Peruvian Mine Closure and Fed In Focus
NeutralFinancial Markets
Copper prices are maintaining stability as the market navigates a recent supply disruption from Peru, which is significant given the country's role in global copper production. Investors are also closely monitoring the Federal Reserve's decisions on interest rates, as these could impact economic conditions and commodity prices. This situation highlights the interconnectedness of global markets and the importance of geopolitical events in shaping commodity trends.
Dollar on defensive despite Powell’s caution on further easing
NeutralFinancial Markets
The dollar is facing challenges as Federal Reserve Chair Jerome Powell expresses caution regarding further easing of monetary policy. This situation is significant because it reflects the ongoing uncertainty in the financial markets and the potential impact on global economies. Investors are closely monitoring Powell's statements, as they could influence interest rates and currency values in the near future.
Gold Holds Near Record as Traders Weigh Fed, Russian Tensions
NeutralFinancial Markets
Gold prices are hovering just below record levels following a three-day increase, as traders evaluate recent statements from Federal Reserve officials, including Chair Jerome Powell, alongside rising geopolitical tensions related to Russia. This situation is significant as it reflects the ongoing uncertainty in the market, influencing investment strategies and economic forecasts.
Tech Stocks Drag Indexes Lower, Snapping Winning Streak
NegativeFinancial Markets
Major U.S. stock indexes have taken a hit, breaking their recent winning streak, largely due to a decline in tech stocks. This downturn comes as Federal Reserve Chair Jerome Powell hinted at the possibility of further rate cuts, which could impact market dynamics. Understanding these shifts is crucial for investors as they navigate the changing landscape of the stock market.
US stocks may surge another 20% before historic crash, says ’black swan’ fund Universa
NeutralFinancial Markets
According to Universa, a fund known for its 'black swan' predictions, US stocks could potentially rise another 20% before facing a significant downturn. This insight is crucial for investors as it highlights the volatility of the market and the importance of being prepared for sudden changes. Understanding these predictions can help individuals and institutions make informed decisions about their investments.
U.S. stocks lower at close of trade; Dow Jones Industrial Average down 0.19%
NegativeFinancial Markets
U.S. stocks closed lower, with the Dow Jones Industrial Average dropping by 0.19%. This decline reflects ongoing concerns in the market, impacting investor confidence and signaling potential economic challenges ahead. It's important to keep an eye on these trends as they can influence financial decisions and the overall economy.
Divided Fed Has Bond Traders Hedge Wide Range of Policy Outcomes
NeutralFinancial Markets
Traders are adjusting their expectations regarding interest rate cuts by the Federal Reserve, reflecting the uncertainty created by mixed signals from central bank officials. This shift is significant as it highlights the challenges in predicting monetary policy, which can impact financial markets and economic stability.
Powell: No Risk-Free Policy Path Ahead
NeutralFinancial Markets
Federal Reserve Chairman Jerome Powell recently addressed the challenges facing the Fed following last week's rate cut, emphasizing that there are no risk-free options for monetary policy. He highlighted the conflicting pressures of rising inflation risks and potential job losses, indicating a complex economic landscape ahead. This matters because it signals to markets and policymakers that the Fed is navigating a delicate balance, which could influence future economic decisions and stability.
Dollar holds steady as investors weigh comments from Fed’s Powell
NeutralFinancial Markets
The dollar remains stable as investors digest recent comments from Federal Reserve Chair Jerome Powell. His insights on monetary policy and economic outlook are crucial for market participants, influencing their decisions on currency investments. Understanding Powell's perspective helps investors gauge potential shifts in the economy and adjust their strategies accordingly.
Fed hawks and doves: what US central bankers are saying
NeutralFinancial Markets
The ongoing discussions among US central bankers, often referred to as hawks and doves, highlight differing perspectives on monetary policy, particularly regarding interest rates and inflation. These debates are crucial as they influence economic stability and growth, impacting everything from consumer spending to investment strategies. Understanding these dynamics helps investors and the public anticipate potential changes in the economy.
Powell Stresses ‘Challenging Situation’ for Fed as Rate Debate Intensifies
NeutralFinancial Markets
Jerome H. Powell, the chair of the Federal Reserve, has indicated that there may be opportunities to lower interest rates this year to safeguard the labor market, even as inflation continues to rise. This is significant because it highlights the Fed's balancing act between fostering economic growth and controlling inflation, which affects everyone from consumers to businesses.
Fed’s Powell strikes middle path on inflation, jobs, as others take sides
NeutralFinancial Markets
Federal Reserve Chair Jerome Powell is navigating a careful balance between addressing inflation and supporting job growth, as differing opinions emerge among policymakers. This approach is crucial as it impacts economic stability and influences decisions that affect everyday Americans.
Latest from Financial Markets
Back on ABC, Jimmy Kimmel Addresses His Show’s Suspension
PositiveFinancial Markets
Jimmy Kimmel has returned to ABC after a brief suspension, bringing back his signature humor and engaging commentary. This comeback is significant as it not only marks the return of a beloved late-night host but also highlights the resilience of television programming in navigating challenges. Fans are excited to see Kimmel's take on current events, making this a noteworthy moment in the entertainment landscape.
Applied Materials, GlobalFoundries partner on AI photonics facility
PositiveFinancial Markets
Applied Materials and GlobalFoundries have teamed up to establish a cutting-edge AI photonics facility, marking a significant advancement in semiconductor technology. This partnership aims to enhance the development of AI-driven photonic solutions, which are crucial for improving data processing speeds and efficiency. The collaboration not only showcases the commitment of both companies to innovation but also highlights the growing importance of AI in the tech industry, potentially leading to breakthroughs that could transform various sectors.
Jimmy Kimmel heads back to late-night television from six-day suspension
PositiveFinancial Markets
Jimmy Kimmel is returning to late-night television after a six-day suspension, marking a significant moment for fans and the industry. His comeback is not just about entertainment; it reflects the ongoing conversations around accountability and the impact of public figures in media. Kimmel's return is anticipated to bring back his unique humor and perspective, making it a noteworthy event for viewers.
High prices hit sales of popular blooms - florist
NegativeFinancial Markets
Florists are expressing concern as the prices of cut flowers have soared in recent years, impacting sales significantly. This trend is troubling for both businesses and consumers, as it may lead to fewer people purchasing flowers for special occasions, affecting the floral industry as a whole.
Trump Threatens ABC Over Decision to Allow Kimmel Back on Air
NegativeFinancial Markets
Donald Trump has issued a threat to ABC following the network's decision to allow Jimmy Kimmel to return to the air after a brief hiatus. This situation has sparked significant attention, especially as fans gathered in large numbers on Hollywood Boulevard for the first taping since the show's suspension. The tension between Trump and the media continues to be a hot topic, highlighting the ongoing debates about freedom of speech and the influence of public figures on media programming.
Trump Comment on Russian Jets Spurs Gains in Asia Defense Stocks
PositiveFinancial Markets
Defense stocks in Asia saw a significant boost following comments from US President Donald Trump, who suggested that NATO countries should take action against Russian jets infringing on their airspace. This statement not only highlights the ongoing tensions between NATO and Russia but also reflects a growing emphasis on defense spending in the region, which could lead to increased investments and economic growth in the defense sector.