Why Not to Worry About Slowing Earnings Growth
Corporate profits are falling back to a more normal pace (absent some nightmare scenario intruding).
Market Drilldown
Do Stock Buybacks Really Shrink Capital Spending?
Thanks to soaring corporate cash, capex has improved lately, but share repurchases still overshadow it.
The Case for the Big Five’s Continued Dominance
The kings of the tech realm have suffered stock slides but still command powerful advantages.
Buyout Deadlines: Hundreds of SPACs Face Shutdowns if They Can’t Deliver
The mauled blank check funds have a ticking clock: Deliver promised acquisitions or be liquidated.
How CLOs, Despite Seeming Risky, Got to Be So Popular
In a triumph for structured finance, these packages of junk loans have up to now confounded any perils.
How a Chinese Takeover of Taiwan Would Affect Investments
The chip-dependent global economy would take a hit. But maybe Beijing could at least do the deed sneakily, with no war. Think Hong Kong.
What’s Both Cool and Hot? Wind and Solar Power Investments, Allocators Say
Seeing lush future profits, institutions are diligently investing in these two renewable energy sources.
What Are the Best Value Stocks—and the Ones to Shun?
Northern Trust screens for the top of the class, and also to red-flag the less appealing bargain plays.
Why Bother With Active Management When Mechanistic Passive Does Best Historically?
You want a helping of alpha along with beta-hugging index funds? We asked some shrewd allocators how they get it.
Why Airports Hold Promise for Asset Allocators
Despite US constraints and pandemic headwinds, odds are they’ll spring back to their old growth level, analysts say.
How to Find the Next Hot New Growth Stocks
Which young companies have the chops to be tomorrow’s stars? We ask canny strategists for their picks, and their methods.
How Activist Bill Ackman Finds His Targets—And Makes a Pile Off Them
The hedge fund honcho, who also has had his duds, combines a composed demeanor under fire and an appetite for enormous risk.
3 Inflation Scenarios: How Bad Could It Get?
Investors could see either a 1970s-style double-digit ripsnorter, a return to a more normal level, or something in between.
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.
Good SPAC, Bad SPAC: How the Jiffy IPO Method Is Regaining Favor
Ever since the SEC’s spring crackdown, these once-popular investments have wilted. But their excesses are being leached away.