After a punishing 2022 ended on a slight upswing, allocators posted a 4.1% increase in this year’s first period, per a Northern Trust study.
War and international tension spell increased arms spending and, thus, higher military contractor share prices.
The asset class will still provide ‘highly attractive returns,’ even if economic growth slows, says First Sentier Investors.
U.S. manufacturing can’t compete on cost, but it has a leg up in some areas.
China’s reopening and worldwide lack of infrastructure for raw materials should power the revival, per the firm’s Jeff Currie.
U.S. and Canadian allocators no longer pile into Chinese assets.
The economic and investing impact on China should be small, the firm expects. Hopefully with no Tiananmen Square rerun.
Many U.S. and other nations’ companies are thinking about transferring elsewhere. Easier said than done. Investors could be collateral damage.
The American semiconductor industry ceded the lead to Asian rivals long ago, and now it is scrambling to catch up.
With 47 years heading what’s now the biggest hedge fund firm, the 73-year-old investment guru hands over control to a younger generation.
Gregory Davis predicts that a U.S. economic slump, when it occurs, will be mild.