Wellington’s Geary predicts the revival of the stock rotation trade, triggering a shift from high-flying growth stocks to undervalued value and cyclical…
Post-war fiscal and inflationary forces keep US bond yields elevated, reshaping investment strategies across stocks, currencies, and commodities.
Tesla shareholder Merz opts out of the SpaceX IPO, wagering that Elon Musk will fold the space company into Tesla, a move…
Virgin Galactic emerges as an overlooked space stock while SpaceX fervor drives private market valuations, according to one trader.
With Bitcoin increasingly decoupling from AI-fueled tech stock rallies, analyst Quinn Thompson recommends staying on the sidelines until autumn, warning that the…
Goldman Sachs strategist Christian Mueller-Glissman calls the recent tech selloff a 'healthy pullback' and sees it as a buying opportunity in the…
A top-performing BNP Paribas fund is betting on small modular reactor stocks after a selloff, underscoring institutional appetite for nuclear energy plays…
The Jupiter AI Energy Fund outperformed 92% of peer funds by investing in European energy companies poised to benefit from the surging…
AI's entrenched role in emerging markets propels a surge in stock-picking ETFs that use machine learning to select winners, challenging the dominance…
Citi analysts target 5.5% as the next crucial threshold for the 30-year Treasury yield, indicating a bearish outlook for long-term bonds as…
Berkshire Hathaway's equity portfolio saw its largest overhaul ever under new CEO Greg Abel, who dumped a slate of stocks in his…
A BlackRock fund manager calls European stocks attractive, citing undervaluation and improving economic data, signaling a potential rotation from US to European…