Five stats from the market and the stories behind them. This week: Samsung enters a new Galaxy, Yum serves improved China sales, inflows continue into bonds, and more.
The GMO chief strategist highlights the factors behind the market's bullish bias, abnormally high corporate earnings, current valuation levels, a slowdown in productivity, and the great paradigm shift in natural resources.
Morningstar markets editor Jeremy Glaser on the market's high earnings expectations, potholes for plugged-in cars, the Google-China conflict, and more.
Technology, financials, and consumer cyclicals all fared well during the first quarter as investors took on more risk, boosting the performance of funds well-positioned for those sectors, according to Morningstar's Shannon Zimmerman.