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Sam Stovall

author Image Sam Stovall, chief equity strategist of S&P Capital IQ, serves as chairman of the S&P Investment Policy Committee. He is the author of the books, "The Seven Rules of Wall Street" (McGraw-Hill, 2009) and “The Standard & Poor’s Guide to Sector Investing” (McGraw-Hill, 1995). He writes a weekly investment piece on S&P’s MarketScope Advisor platform (www.advisor.marketscope.com) focusing on market and sector history, as well as industry momentum..


Articles by this Author

Area of Expertise: stock market history

Website: www.marketscope.com

Books: "The S&P Guide to Sector Investing" and "The Seven Rules of Wall Street"

Topics Presented in Speeches: top-down investment outlook (economy, market, sectors, stocks); understanding the weightings, performances and valuations of the sectors within the S&P 500; and "Did diversification fail us?"

Biography:
As chief equity strategist of S&P Capital IQ, Sam Stovall serves as analyst, publisher and communicator of S&P’s outlooks for the economy, market, sectors and stocks. He is the chairman of the S&P Investment Policy Committee, where he focuses on market history and valuations, as well as industry momentum strategies. Stovall is the author of "The Seven Rules of Wall Street," which was published in early 2009, as well as "The Standard & Poor’s Guide to Sector Investing," which is now out of print. He writes a weekly investment piece on S&P’s MarketScope Advisor platform (www.advisor.marketscope.com) focusing on market and sector history, as well as industry momentum. His work is also frequently found in S&P’s flagship weekly newsletter, The Outlook.

Stovall joined Standard & Poor’s (S&P) in April 1989. Prior to S&P, he served as editor in chief at Argus Research, an independent investment research firm in New York City.

Stovall received an MBA in finance from New York University and a BA in history/education from Muhlenberg College, in Allentown, Pa. He is also a certified financial planner.

Articles by this Author


  1. Portfolio Strategies »

    Should You Dollar Cost Average or Lump-Sum Invest?

    Since December 1999, dollar cost averaging has worked better for the S&P 500 index, but lump-sum investing has worked better for other indexes.

    April 2012 | Journal

  2. Portfolio Strategies »

    Diversification: A Failure of Fact or Expectation?

    Did diversification fail investors during the most recent bear market or did investors simply take on too much risk? Sam Stovall looks at the historical trends to find answers.

    March 2010 | Journal

  3. Don't Fight the Fed: Interest Rates and their Impact on the Stock Market image

    Stock Strategies »

    Don't Fight the Fed: Interest Rates and their Impact on the Stock Market

    What is the one thing an investor should monitor in order to gauge the health of the economy and the direction of the stock market? Interest rates. A look at how they affect stock prices.

    May 2009 | Journal

  4. Stocks »

    Don't Fight the Fed: Interest Rates and their Impact on the Stock Market

    What is the one thing an investor should monitor in order to gauge the health of the economy and the direction of the stock market? Interest rates. A look at how they affect stock prices.

    May 2009 | Evergreen