Asset Allocation
The First Quarter Was Bad for Asset Managers’ Stock, Even Though Their Fourth Quarter Earnings Ruled
Amid the market carnage of early 2022, the long-term outlook is good for the money mavens.
Tag: revenue
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
Microsoft Threatens Apple’s Market Cap Supremacy
Both once seen as has-beens, the two tech giants draw closer as the software firm picks up speed.
Market Moves
What Stocks Boast the Strongest Pricing Power to Withstand Inflation?
UBS touts a list of what it thinks are the best companies able to keep demand cranking even as they charge more.
Alternatives
Coinbase Has a Splashy Debut, Bitcoin Is Soaring … But Fund Managers Are Downbeat
Mutual fund chiefs overwhelmingly think Bitcoin is a bubble that will pop, BofA survey shows.
CalSTRS Lambasts Exxon’s Red Ink and Carbon Capture Venture
The oil giant shows that it needs fresh faces in its boardroom, says the pension fund.
Research
Will Last Week’s Selloff Wake Up Investors to the Overvalued Market? El-Erian Asks
Allianz sage spells out the difference between lowered fundamentals, like earnings, and the current rally.
Risk
CFOs: Don’t Look for a Swift Economic Recovery
A minority of the financial officers expect the US economy to improve by 12 months from now, a Deloitte survey says.