Geopolitics, inflation and AI investment cycles reshape valuations as earnings outlook and sector dispersion point to deeper structural shifts.
Retail sentiment holds firm, but inflation and geopolitics climb list of concerns.
“This is the most disruptive moment in modern economic history in the U.S. and the world,” said Fed chair nominee Kevin Warsh, during this week’s confirmation hearing.
Just when value stocks had finally taken the baton after years of underperformance, growth stocks are making a massive comeback. Should it be trusted?
Hardware chief takes reins as iPhone maker eyes AI era and renewed product focus.
“Investor objectives, like musical tastes, have become more nuanced,” said Max Gokhman, deputy chief investment officer at Franklin Templeton Investment Solutions.
Investors should prepare for another tense week ahead as Middle East tension continues.
“This is the first Friday trading session in well over a month where there isn't this underlying fear heading into the weekend,” said Paul Stanley, chief investment officer at Granite Bay Wealth Management.
Rising dominance of passive investing is pushing growth companies into private markets and reshaping the future of public equities.
Markets hit fresh highs as easing tensions and strong results outweigh oil risks.
Markets climb on de-escalation hopes and earnings strength, even as oil and yields threaten outlook.
“They see a world dividing into competing economic systems,” said Nigel Green, CEO of deVere Group.
Energy shocks, rising yields and shifting ‘defensives’ signal a new stagflationary playbook.
Report warns past forecasts missed turning points as new indicators aim to spot next cycle.
With $464 billion raised in alternatives since 2019 and wealth management fees up 17% year-over-year, the firm is pressing its advantage.
“Investors are now back to the drawing board trying to reassess the fair value of stock,” said Clark Bellin of Bellwether Wealth.
The offering, backed by $2.8 billion in private placement commitments, comes as Ackman simultaneously pursues a $64 billion bid for Universal Music Group.
Here's what advisors are saying and doing ahead of Kevin Warsh's ascension to Fed Chair in May.
Top 20% capture most AI gains as strategy, trust, and scale separate leaders from laggards.
Investors retreat to safety as rising conflict risk and oil spikes shake global confidence.
