Research
Ash Williams: Passive Investing’s Use Is an ‘Illusion’ That’s Now Dispelled
It’s a creature of another time, and active management is needed for today’s challenges, the investment legend argues.
Tag: Tech
Asset Allocation
Allocators Still Skeptical That ESG Can Deliver Good Returns
Some 58% of US institutions are unsure about investment performance, a survey says.
Risk
Why the 2022 Market Might Be Low-Growth
Economist Hugh Johnson and Goldman’s David Kostin sketch out a muted year in the mid-single digits.
Asset Allocation
Cathie Wood Cuts China Stock Holdings, Leery of Beijing’s Crackdown
The growth stock maven thinks official persecution will squelch valuations, especially of promising tech titans.
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.
Market Moves
There’s a Rolling Correction Happening in Stocks, Says Morgan Stanley’s Wilson
Rotation blues: Tech, small-caps, and utilities are off now, with homebuilders among those that could get dumped next.
Market Moves
What’s the Big Stock Play for the Rest of 2021? Try Transports
The tech trend is feeling its age, but freight-moving companies are primed for an expanding economy, says Fundstrat’s Lee.
Market Moves
Higher Bond Yields? No Big Deal for Stocks, Says BlackRock’s Rieder
Tech won’t really suffer that much because there’s so much new innovation, he argues.
Market Moves
Post-Virus, It’s Back to the Way Things Were, Right? Not Quite
Investing will be somewhat different in the world after the pandemic, Capital Group says.
Facebook to Pay $5.1 Billion to FTC, SEC over Privacy, Data Violations
Regulators accuse social media giant of deceiving users and investors.
OMERS VC Arm Launches Euro-Startup Fund
Move comes during a regional boom for new tech firms.