Market Moves
How to Invest in a Disrupted Economy, Per Sage Munro
War, expanding debt and high rates demand a multi-strategy approach, says chief of BNY Mellon’s Newton unit.
The Question for Nvidia: How Fat Will Its Earnings Be?
The Longevity Question
How will institutional investors adapt to a population that is living longer?
Maybe Baby Boomers Won’t Tank the Stock Market by Cashing Out
The common wisdom has been that retirees will liquidate their holdings in securities and real estate to fund their old age.
Working Past 65 Redefines Portfolios and Retirement
As economic pressures mount, a shift toward extended employment for older workers will increase, changing what it means to be retired.
Pension Fund-Backed M&A Deals Continue to Nosedive
Transactions in Q1 totaled just under $1.3 billion, a fraction of the $15.3 billion worth of deals during the year-ago quarter.
Long-Ignored Dividends Will Rise, Says Jefferies
Stock buybacks are expected to shrink, leaving room for more payouts, the firm believes.
Tall Order: Bulls Hope Reddit’s Fledgling Stock Will Lift the IPO Curse
Previous supposedly hot offerings, like Instacart, did nothing to help the tattered new-issue market.
How Doug Brown Guided Investments Through Turmoil
The soon-to-retire Exelon CIO, formerly at Chrysler, has ably weathered the pandemic and the financial crisis.
Why Allocators Do Badly When Selling Stocks
Nvidia Shows ‘Em: Explosive Results Boost Nervous Market
Before the chipmaker’s earnings release, stocks had been down.
Rate Cuts: The Fed and the Futures Market Draw Closer Together
Odds are that improved economic news will slow rate declines, but that may not be much of a tonic for stocks, says LPL.
Market Cap Race: How Does Apple Stay in Contention With Microsoft?
The iPhone maker has flat revenue at best, while the software titan enjoys major top-line growth.
BlackRock’s Purchase of GIP Deepens Its Alts Exposure
Global Infrastructure Partners adds $100 billion in assets to the finance giant.