Research
The Market’s Big Tech Concentration Is Not a Problem, Robeco Report Finds
Even if an economic dip sends stocks lower overall, the Mag Seven’s earnings should hold up, the Dutch firm says.
Tag: Big Tech
Asset Allocation
Navigating the New Bull Market: Be Careful but Not Bearish, Says LPL
The firm advises lowering exposure to stocks in preparation for a recession finally rolling in.
Research
ESG Themes to Be Aware of in 2023
Top concerns for ESG investing in 2023 include net-zero emissions targets, employee well-being and data scarcity, according to one annual global outlook.
News
Why Are Cash-Flush Big Tech Firms Issuing Bonds?
Answer: Rates are low, and so are the firms’ debt ratios.
Risk
Jeremy Grantham: How to Live in an About-to-Burst ‘Super Bubble’
The noted seer has some refuge investment ideas. Hint: not US stocks.
Asset Allocation
What Will Be the Best Future Tech Plays? Not the Big Five
UBS’s Haefele says tomorrow belongs to up-and-coming AI, big data, and cybersecurity outfits.
Market Moves
Welcome Big Tech Back to the Head of the Class
Amazon, Microsoft, and the gang are posting better returns and will keep on rising, says Barclays.
Overvalued Stocks: What Would Make Sky-High Multiples Drop?
This top-heavy bull market, led by a handful of tech leviathans, could unexpectedly get a lot cheaper. Here’s how.
Look Out, Here Come the Grey Swans
Big changes that are foreseen, but nonetheless could upend the world as we know it, as State Street sees things.