“The oil shock contributed to an extremely high headline CPI number,” said Chris Zaccarelli, chief investment officer for Northlight Asset Management.
While geopolitical strain persists, some key sectors highlight market resilience.
Private equity may be getting a big push on Wall Street but wealth managers are still strategically using hedge funds to achieve client goals.
Fragile truce lifts stocks, but oil volatility and geopolitical risks cloud outlook.
Investors face murky path as Fed weighs inflation persistence against growth risks.
Oil prices remain more than 40% above pre-war levels and ship traffic through the Strait of Hormuz has barely recovered, as the US-Iran ceasefire frays amid competing claims over its terms.
Wealth managers weigh on what they expect to happen amid the latest twists in the Iran conflict.
“We see record highs in stocks by early fall,” says Robert Edwards, chief investment officer at Edwards Asset Management.
But inflation and supply chain risks are still dominating underlying market sentiment.
Consultancy flags rapid shift toward software, data and AI-driven industrial value creation
Compound Planning principal wealth advisor Nicholas Garcia tells InvestmentNews that rapid pre-IPO tender offers are forcing a rethink.
Oil climbs and equities edge higher as investors track fragile diplomacy and rising risks.
A sweeping new survey finds that experts across academia, industry and policy largely agree that artificial intelligence will reshape the economy — but disagree sharply about how much.
The JPMorgan chief''s annual letter points to the '70s oil-shock recession, private credit losses running "a little higher than they should be," and "second- and third-order effects" from emerging AI technology.
"This is the sector to watch throughout the year,” said Jeffrey Roach, Chief Economist for LPL Financial.
Deadline diplomacy, oil shock and war risks leave investors navigating volatile global markets.
A year after the White House reset US trade policy, price pressures, supply-chain rewiring and policy uncertainty are still shaping portfolios and growth expectations.
Oil above $108 as escalation fears rattle global equities as investors brace for prolonged energy shock.
Survey reveals that leaders are facing increasing stress and one of their top team is partly to blame.
Elon Musk’s rocket firm moves toward blockbuster listing that could reshape IPO market.
