Newsmakers
Tech Companies, Not Factories, Are Getting the Capital Spending Dollars Now
New reports shed light on the phenomenon.
Tag: Technology
Risk
The Case Against a Bear Market, Per Ned Davis
Stocks have had a rotten start this year, but they won’t get too much worse, the research firm says.
Market Moves
Jeremy Grantham Thinks the Bubble Will Burst … But He Has Some Stock Picks
The noted bearish savant isn’t optimistic in general, but still has some ideas he says will see investors through.
Risk
Valuations for Tech Make ‘Less and Less Sense,’ Says Dan Parker
Long large-cap technology stocks are a consensus trade, which is a problem for several reasons, according to the investor.
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.
Asset Management Culture
Northern Trust Joins Asset Servicing Unit to BlackRock’s Aladdin
The Chicago firm is the latest to integrate its tools to the portfolio management software.
Asset Management Culture
UK Authority Finds Pensions’ Tech Upgrades Are Floundering
Pensions Administration Standards Association blames poor quality data for derailing automation in pension plans.
Asset Management Culture
Collaborating with Solovis to transform data and processes, the university expects to save $2 million annually over 10 years with more agile platform.
Case Study: Seeking More Agility, University of California Redesigns Fintech Platform
Collaborating with Solovis to transform data and processes, the university expects to save $2 million annually over 10 years with more agile platform.
Risk
Biometric Hacking: Even Your Face is Hackable
Researcher describes how he was able to trick the biometric protocols.
Earnings Should Rise 19.5% in 2nd Quarter, Says Sam Stovall
CFRA’s strategist sees slight dip from January-March period, with energy the star.
Northern Trust to Acquire Technology, Software Development Services from Citadel
The agreement allows for deeper collaboration between developers.