Asset Allocation
That Nasdaq 100 Rebalancing Likely Won’t Change Much
The Magnificent Seven tech giants will continue to dominate the index, critics say.
Tag: Alphabet
Asset Allocation
Japan’s GPIF Ends Losing Streak With 5.4% Return in Fiscal Q4
The pension giant raked in $72 billion during the quarter thanks to its public equities portfolios.
Market Moves
How Stock Buybacks Hit Record $1.31 Trillion in 2022
Even though the stock market took a nasty fall, companies eagerly paid for their own shares.
Asset Allocation
Allocators’ Favorite Stock Buys: Battered Tech Names
Amazon, Alphabet and Tesla headed their pick lists in 3Q 2022, a study finds.
Asset Allocation
The 5 Companies that Make the Market Go Up or Down
Apple, Amazon, Microsoft, Alphabet, and Tesla make up a core portion of both the S&P 500 and Nasdaq 100.
Newsmakers
Why Share Splits Are Hot in a Cold Market
Turns out splitting helps a stock’s price: Cue Amazon, Alphabet, and Tesla.
The Woebegone Office Sector’s Bright Spot: Class A Buildings
What work-from-home problem? The sparkling new properties are in demand.
Why Not to Worry About Slowing Earnings Growth
Corporate profits are falling back to a more normal pace (absent some nightmare scenario intruding).
The Case for the Big Five’s Continued Dominance
The kings of the tech realm have suffered stock slides but still command powerful advantages.
Asset Allocation
What Stocks Will Be the Big Winners Up Ahead? Why, Tech
LPL sketches out the case for continued market leadership from the technology folks.
From Goldfish to Whale: Can Upstart Tech Challengers Displace the Big Five?
Disrupters focused on the ‘internet of things’ could be the ones to knock over today’s kingpins. Recall the fates of IBM and other one-time heavyweights.
Market Moves
Buy Tech, But Not the Big Boys, and Use Private Equity, UBS Says
PE is a much better way to own technology companies, and there are more pickings, the bank argues.
Research
About That Tech Slowdown: The Big Digital Tomorrow Will Restore Its Place
Legacy stocks are leaders now, but 5G and other digital revolutions promise to return the disregarded innovators of yore to the fore again, Citi says.
Market Moves
Get Out of Consumer Discretionary Stocks, Morgan Stanley Urges
Their run is done, and staples are the better choice in the next market phase, says strategist Mike Smith.
Will the Wheels Come Off the Market in 5 Years?
Doubts rise that stock’s boffo performance will keep rolling through 2025, although almighty tech might let it maintain some momentum, savants say.