Nerd's Eye View

NOVEMBER 3, 2023

Also in industry news this week: A recent study indicates that the RIA model has seen significant growth in the number of firms and advisors during the past decade, and these firms are expected to control 1/3 of industry AUM by 2027 Despite market headwinds leading to a contraction in advisory firm AUM in 2022, firms continued to produce strong profit (..)

Financial Planner 241

Financial Planner Retirement Planning Retirement Insurance 241

NAIFA Advisor Today

AUGUST 1, 2024

As incoming Secretary, Wheeler will be in line to serve as President-Elect in 2026 and President in 2027. Wheeler, who currently serves on NAIFA’s National Government Relations and IFAPAC Committees, is a past NAIFA-National Trustee and Past President of NAIFA-Illinois. He has been a loyal NAIFA member since 1973.

CFP 52

CFP Wealth Management Government Management 52

Trade Brains

SEPTEMBER 25, 2024

It is projected to grow to ₹64-66 billion by fiscal 2027, which will grow at a CAGR of 8-9% from 2024 to 2027. billion by 2027, with a CAGR of 4.5-5.5%. billion in 2023, which will be growing at a CAGR of 5-6% from 2023 to 2027. billion in fiscal year 2027. from fiscal 2023 to 2027, reaching ₹3,800-3,900 billion.

Engineering 52

Engineering Manufacturing Certification Marketing 52

MarketWatch

FEBRUARY 28, 2023

Separately, Chevron maintained its annual capital expenditures guidance range of $13 billion to $15 billion through 2027 and kept its oil and gas production guidance of more than 3% annual growth by 2027.

Marketing 74

Marketing Marketing 74

Wealth Management

APRIL 10, 2023

Maturities climb for the coming four years, peaking at $550 billion in 2027. The wall of debt is set to get worse before it gets better.

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Advisor Perspectives

MAY 23, 2024

RIA headcount has grown rapidly over the past decade and by 2027, Cerulli estimates that RIAs will control nearly one-third of intermediary asset market share. The promise of independence is luring more and more advisors to the Registered Investment Advisor (RIA) channel.

Investment Advisor 52

Investment Advisor Investing Investments Assets 52

MarketWatch

JUNE 27, 2023

BAC said Tuesday it plans to open more than 55 new financial centers in 34 markets including four new states by 2027. “By Bank of America Corp. By expanding our capabilities in these markets, we are able to better serve clients, and help drive local community growth and development,” CEO Brian Moynihan said in a prepared statement.

Banking 74

Banking Marketing Marketing Retirement 74

MarketWatch

MAY 25, 2023

The company said it was issuing $150 million in senior convertible notes due in 2027. Tilray shares fell as much as 19% after hours, following a 2.5% decline to close the regular session at $2.36. Tilray said it was using a portion of the proceeds to help pay down debt. Jefferies and B of A Securities are underwriting the offering.

Marketing 76

Marketing Marketing 76

Trade Brains

OCTOBER 23, 2024

Indian Economy Looking to Hit $5 Trillion Looking ahead, India moves steadily toward becoming a $5 trillion economy by 2027-2028. Therefore, these factors work together to drive economic progress. First, the manufacturing sector shows remarkable expansion. Then, emerging industries create new opportunities daily.

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Economy Manufacturing Economics Investing 116

NAIFA Advisor Today

OCTOBER 27, 2022

Washington State’s “Washington Cares Fund” (WCF) imposes an uncapped 0.58% employee-paid payroll tax ($580 per $100,000 earned) to fund a $36,500 lifetime pool (intended to inflate, beginning in 2027, according to WA’s consumer price index) for long-term care received in WA by vested employees.

Taxes 52

Taxes Insurance 52

MarketWatch

APRIL 11, 2023

It expects the market for respiratory product sales in 2027 to range from $8 billion to $15 billion. The vaccine “has demonstrated encouraging results in multiple clinical studies,” the company said in a statement. Moderna is expecting the annual global endemic market for COVID boosters to be worth about $15 billion.

Food 76

Food Sales Marketing Marketing 76

The Big Picture

MARCH 21, 2023

The VW ID 1 is expected to launch in 2027 and will sit below the recently revealed ID 2all concept. It has always been a disaster but with a few great pieces. ( New York Times ) see also Small banks, big reach : Everything you wanted to know about US regional banks but were too afraid (bored) to ask.

Banking 283

Banking Investing Investments Management 283

Trade Brains

NOVEMBER 18, 2023

billion by 2027. billion by 2027, registering a CAGR of 4.7%. billion by 2027, growing at a CAGR of 9.8%. billion by 2027, growing at a CAGR of 9.8%. The volume of this segment is expected to reach 1,128 KT by 2027 from 718 KT in 2022, registering a CAGR of 9.5%. and reach $148.7 billion in 2022 to $8.85

Healthcare 59

Healthcare Pharmaceutical Manufacturing Transportation 59

Trade Brains

JULY 8, 2024

million tons of total capacity by the end of FY 2027 and for FY 2025, the company expects to add 15 – 17 million tons of new capacity. The company wants to increase green power share (Renewable and WHRS) from 24% to 60% by FY 2027. Capacity Expansion Ultratech cement plans to reach 199.6

Government 96

Government Manufacturing Budgeting Economics 96

Trade Brains

SEPTEMBER 18, 2023

Between Fiscal 2022 and Fiscal 2027, the apparel market is expected to grow at a CAGR of 21% to reach US$ 133.53 billion in Fiscal 2027. The Share of Apparel and Accessories in overall retail is expected to further increase from 6.10% in Fiscal 2022 to 9.42% in Fiscal 2027. The Apparel market size in Fiscal 2020 was US$ 55.9

Retail 59

Retail Wealth Management Economy Sales 59

MarketWatch

MAY 4, 2023

Moderna is expecting six major vaccine launches from respiratory franchise, meaning COVID, flu, RSV and combination, wit expected annual sales of $8 billion to $15 billion by 2027. The stock has fallen 28% in the year to date, while the S&P 500 SPX has gained 6.5%.

Government 75

Government Sales Marketing Marketing 75

MarketWatch

JUNE 22, 2023

in premarket trades on Thursday after the real estate investment firm said it’s offering $350 million in convertible senior notes due 2027 with underwriters Goldman Sachs, J.P. Starwood Property Trust Inc. STWD stock is down 2.5% Morgan Securities, Wells Fargo, Barclays, BofA Securities and Citigroup Global Markets.

Investing 40

Investing Investments Marketing Marketing 40

MarketWatch

MAY 18, 2023

billion by 2027 for Austedo, which treats involuntary movements associated with Huntington’s disease. Teva Pharmaceutical Industries on Thursday launched a new “pivot to growth” strategy, based on existing growth drivers like Austedo and Ajovy as well as generics, further innovation, and focused capital allocation.

Pharmaceutical 40

Pharmaceutical Sales Marketing Marketing 40

Trade Brains

AUGUST 28, 2023

billion by 2027, from $147.5 billion by 2027. billion by 2027. billion in 2027. billion in 2027. The global electrical automation market is anticipated to reach $215.1 billion in 2022. The global market for metering, control, and protection devices is projected to be $34.08 billion in 2022 and $43.04 CAGR from $4.3

Manufacturing 52

Manufacturing Electronics Sales Engineering 52

MarketWatch

MAY 11, 2023

million outstanding principal amount of its 10.25% notes due 2027. BE dropped 5.9% toward a one-year low in premarket trading Thursday, after the electricity and hydrogen generator announced plans to privately offer $500 million in senior notes, which will be convertible to cash and common stock. The stock has sunk 36.8%

Planning 40

Planning Marketing Marketing 40

MarketWatch

JUNE 8, 2023

billion stock buyback program until the end of 2027. Cardinal Health Inc. CAH on Thursday said it authorized a new $3.5 Cardinal Health said it expects 2024 adjusted profit of $6.45 a share, compared to the Wall Street analyst estimate of $6.55 a share, according to FactSet data. a share, from $5.60 a share.

Pharmaceutical 40

Pharmaceutical Marketing Marketing 40

MarketWatch

JUNE 6, 2023

billion in medium-term 6.047% fixed-to-floating rate senior notes due in 2027. Truist issued $1.75 billion in medium-term 5.867% fixed-to-floating rate senior notes due in 2034, as well as $1.5 Capitol One issued $1.75 billion in 6.312% fixed-to-floating rates senior notes due in 2029, as well as $1.75

Marketing 40

Marketing Marketing 40

MarketWatch

MARCH 17, 2023

billion of Softbank notes, and will extend a “significant maturity wall” to 2027 from 2025. The “ad hoc” group includes Softbank Corp.’s s SOBKYJP:9434Vision Fund II, a third-party investor and a group representing more than 60% of its public bonds. The agreements will collectively debt by $1.5 billion, through the equitization of about $1.0

Commission 52

Commission Planning Marketing Marketing 52

MarketWatch

JUNE 27, 2023

The company expects to grow market share to 29% from 25% by 2027. The free cash flow guidance increased to $480 million to $580 million from $375 million to $525 million, well above the FactSet consensus of $393.4 The stock has climbed 11.9% year to date through Monday, while the S&P 500 SPX has advanced 12.7%.

Sales 40

Sales Marketing Marketing 40

Trade Brains

SEPTEMBER 28, 2023

India can become the 3rd largest economy by 2027 and even the 2nd largest by 2075, surpassing the US. But hold on! Isn’t it very soon to celebrate? Here’s a truth, a fact, or, you can say, a reality, that we are not yet ready to accept. The increasing youth unemployment!

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Education Economy Numbers Portfolio 111

Trade Brains

OCTOBER 27, 2023

The Indian stationery market has shown consistent growth over the years, reaching an estimated size of INR 385 Bn by value and expected to grow at a ~14% CAGR during FY 2023-27 period to reach a market value of INR 657 Bn by FY 2027. By FY 2027, the market is expected to reach ₹75 billion.

Distribution 59

Distribution Retail Manufacturing Portfolio 59

Trade Brains

JULY 8, 2024

million tons of total capacity by the end of FY 2027 and for FY 2025, the company expects to add 15 – 17 million tons of new capacity. The company wants to increase green power share (Renewable and WHRS) from 24% to 60% by FY 2027. Capacity Expansion Ultratech cement plans to reach 199.6

Planning 52

Planning Government Manufacturing Budgeting 52

Trade Brains

JANUARY 17, 2024

trillion by 2027, growing at a CAGR of 3-6% over 2023–2027. Industry Analysis Pharmaceutical industries are rapidly evolving, and advances in research and technology have made the sector more promising for disease cure. As per the IQVIA report, the global medicine market is expected to reach USD 1.9

Pharmaceutical 111

Pharmaceutical Planning Medicine Manufacturing 111

MarketWatch

JANUARY 24, 2023

The expansion is expected to be up and running in 2027. Lilly shares were up about 0.5% premarket and have gained 42% in the last 12 months, while the S&P 500 SPX has fallen 9%. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move.

Medicine 40

Medicine Investing Investments Manufacturing 40

Trade Brains

DECEMBER 20, 2022

Thus, the Cash in Circulation is expected to reach 50 trillion rupees by FY 2027. Billion by FY 2027. Billion by FY 2027. The Government of India expects nominal GDP to grow at a healthy 12% in the long run which is positively related to Cash in Circulation (CIC). The sector is expected to grow further at a pace of 19.1%.

Management 52

Management Retail Banking Clients 52

Trade Brains

SEPTEMBER 13, 2023

billion in Fiscal 2027 as a result of supporting government policies that have fostered a cashless society and rising investments. Spend Market The overall market for spend management software and services was estimated to surpass ₹200 billion by Fiscal 2027, with the share of outsourced spend management estimated to be around 60.0%

Banking 59

Banking Management Healthcare Accounting 59

Trade Brains

MARCH 8, 2024

million by 2027. million by 2027, registering a CAGR of 12.43% during the forecast period of 2022-2027 Fundamental Analysis Of Praveg – Financials Revenue & Net Profit The company’s financial statement indicates that revenue has increased by 86.7 The Indian event and exhibition market was valued at USD 3,674.95

Planning 59

Planning Economy Management Portfolio 59

Trade Brains

AUGUST 5, 2024

trillion by 2027. eCommerce is expected to grow at 23% annually until 2027. The Indian retail market is expected to reach US$1.3-1.4 This growth creates opportunities for SaaS providers. The Indian SaaS market was US$12 billion in FY2023. It is projected to grow at 33% annually, reaching US$38 billion by FY2027.

eCommerce 52

eCommerce Retail Clients Management 52

MarketWatch

MARCH 21, 2023

The analyst is sticking with his $250 price target, based on an S&P 500 linked discounted cash flow valuation through 2027, he wrote, although running the forecast through 2033 raises fair value to $284. The stock closed Monday at $305.13.

Advertising 40

Advertising Valuation Clients Planning 40

Trade Brains

FEBRUARY 14, 2024

The annual freight target is expected to rise from 1400 million tonnes to 3000 million tonnes by 2027, implying an increase in the wagon fleet from 336,900 to 500,000 by 2027. The railway sector in India aims to contribute about 1.5%

Planning 105

Planning Manufacturing Transportation License 105

Trade Brains

OCTOBER 30, 2023

The Indian BPC market is expected to grow from around $20 billion in 2022 to around $33 billion in 2027, registering a CAGR of about 11%, which is among the highest in the retail sector. The online BPC market, which accounted for 16% of the total market in 2022, is projected to grow at a CAGR of 29% to reach 34% by 2027.

Advertising 78

Advertising Distribution Portfolio Marketing 78

Validea

JANUARY 19, 2023

Have an abnormally large allocation to it,” he says, predicting that blending those factors will outperform the S&P 500 through 2027 by at least 2% to 6%. However, Arnott makes clear that he doesn’t think investors should just dump all their money into cheap factors.

Valuation 59

Valuation Numbers Portfolio Investing 59