Index
Found 15 recent publications

Only 2.3% of Ultra-Wealthy Families Fully Prepared for Business Succession
A new Julius Baer and EY report reveals that only 2.3% of ultra-wealthy families are fully prepared to sell or transfer their business, hindered mostly by emotional ties and family disagreements.

Chip Sector Suffers Historic Rout as Wall Street Frets Over Financing Costs
Semiconductor stocks suffered a historic crash with the SOX index plunging 16% from its peak, wiping out USD 2 trillion in market value amid rising financing costs and inflation fears.

Doral Enters Tel Aviv 35 Index Despite Recent Stock Volatility
Doral has entered the Tel Aviv 35 Index following rapid expansion, despite a 17.2% stock drop in six months. The renewable energy firm continues global projects, data center ventures, and expects revenues to jump at least 43% by 2027.

S&P 500 Bull Market Marks Four Years With 118% Surge
The S&P 500 bull market marks its fourth anniversary with a 118% gain, driven by corporate earnings and tech investments. While historical data suggests further growth, analysts warn of risks from rising bond yields and high valuations.
Tel Aviv Stocks Plunge 2.4% Amid Hormuz Tensions and Global Sell-Off
Tel Aviv indices dropped sharply amid global sell-offs and Hormuz tensions. TA-35 fell 2.44% to 4,096.45 points, while Next Vision and Priortech led market decliners.
S&P 500 Concentration Hits Record High Driven by Nvidia, Apple, and Microsoft
The S&P 500 has reached record concentration levels, with Nvidia, Apple, and Microsoft accounting for over 21% of the index, fueled by massive buybacks and new product launches.
Tel Aviv Stock Exchange Closes Mixed: TA-35 Rises 0.13% to 4,223 Points
The Tel Aviv Stock Exchange closed mixed as the TA-35 index rose 0.13% to 4,223.74 points while the TA-125 index dipped 0.21%. Elbit Systems led gainers.
Local Hedge Fund Yields Erode in Q3, Erasing Early Lead Over Market Indices
Local hedge funds saw third-quarter yields erode, erasing their earlier advantage over stock and bond indices. Equity funds averaged a 9% return over nine months, trailing the TA-125 index.
Why Wall Street Fears October: Market Vulnerabilities and Historical Precedents
As Wall Street approaches October—a month historically tied to major market crashes—analysts warn that rising bond yields and underlying stock market weaknesses could test investor resilience.
Wall Street Shines on Tech Giants While Under the Surface Most Stocks Struggle
While major Wall Street indices hover near record highs driven by AI tech giants, beneath the surface over 40% of S&P 500 stocks sit in bear markets amid soaring US treasury yields.
Tel Aviv Stocks Close Lower as TA-35 Drops 0.49% Amid Global Pressures
Tel Aviv Stock Exchange indices closed lower on Monday, led by a 0.49% drop in the TA-35 index. Markets reacted to global pressures and Donald Trump rejecting an Iranian proposal.
Natural Diamond Prices Plunge 51% in Five Years Amid Lab-Grown Surge
Natural diamond prices have plummeted by over 50% in five years, hitting historic lows due to post-pandemic oversupply and competition from lab-grown diamonds.
Wall Street Enters Historically Strong Fourth Quarter Amid Fed Rate Hikes
Wall Street enters the fourth quarter facing potential Fed rate hikes, but historical statistics show Q4 is traditionally the strongest period for the S&P 500 index.
FTSE Index Update Triggers Market Anticipation and Rebalancing Dynamics
FTSE semi-annual index update brings five new Israeli stocks into focus, highlighting market anticipation, ETF rebalancing effects, and trading strategies.
Israeli Active US Equity Funds Struggle to Beat the S&P 500 Index
A review of US-exposed mutual funds in Israel reveals that over three years, almost none beat the S&P 500, echoing global data showing high active fund underperformance.