Why Gorman Doesn’t Think Bitcoin Deserves So Much Attention
James Gorman thinks that investment in bitcoin could be risky.
Fund Managers
The latest on hedge funds, exchange traded funds (ETFs), mutual funds and top fund managers like Cathie Wood's Ark Invest.
James Gorman Says China ‘Is a Gift to the World Economic Growth’
James Gorman, chair and CEO of Morgan Stanley (MS), shared his view on China (FXI) (YINN) in an interview with CNBC.
These Key Economic Indicators Have Just Been Released
These economic indicators are important for global investors because they reflect the condition of the global economy.
What’s the IMF’s View on Tax Reform?
According to the IMF (International Monetary Fund), a moderate progressive tax system may not negatively impact economic growth in developed economies (SPY) (EZU).
Goldman Sachs Increased JD.com’s Target Price to $56
Goldman Sachs (GS) has a positive outlook on JD.com (JD).
Why Goldman Sachs Is Optimistic about e-Commerce
The iShares MSCI Emerging Markets ETF (EEM), which tracks the performance of emerging markets, rose nearly 27.3% on a year-to-date basis as of September 7, 2017.
Eurozone’s Growth Rate Rose 0.6% in 2Q17
According to Eurostat, the Eurozone’s economy posted a growth rate of 0.6% in 2Q17. In 1Q17, the economy posted a growth rate of 0.5%.
Will Marc Faber’s Asset Allocation Process Help Investors
Marc Faber is worried about the present market condition and not very optimistic about the market.
Euro Surged, Market Fell after Draghi’s Statement
When ECB president Mario Draghi announced that the interest rate remained unchanged at 0.0%, the euro fell nearly 0.30% against the US dollar.
James Gorman Says the Global Economy Is Doing Well: Why?
Gorman believes the global economy is doing well in the present scenario. However, lower volatility is a major concern.
Why Barclays Thinks UAL Earnings Could Improve
UAL is currently trading at $76. Its 52-week high is $83.04, and its 52-week low is $37.64.
Soros: Why Brexit Could Lead to Lower Living Standards
Lower trade and investment flows could impact employment and wage growth, which might impact the standard of living in the United Kingdom.
Bill Gross and High-Yield Bonds: Priced for Too Much Growth
Investors generally invest in high-yield bonds (BND) when there are expectations for higher growth in the economy.
What Are Bridgewater’s Largest Holdings?
Ray Dalio’s Bridgewater Associates is a prominent hedge fund management firm. Previously, the firm held an optimistic view about emerging markets (EDC) (IEMG).
Marc Lasry on Energy Sector: A Good Opportunity?
According to Marc Lasry, heavy oil-weighted (USO) (UCO) (UWTI) stocks could be a better bet in the overall energy sector.
Goldman Sachs Is Long on the 10-Year US Breakeven Inflation Rate
After the announcement of the US election results, the 10-Year US Breakeven Inflation Rate showed an uptick. Goldman Sachs has advised investors to go long on the rate.
What Are Institutional Investors Doing with American Water Works Holdings?
Institutional investors have decreased their positions in American Water Works (AWK) in the past couple of months.
How Do Active and Passive Management Strategies Compare?
Jamie Dinan spoke about the performance of the hedge fund industry in an interview with CNBC.
Inside the ClearBridge Aggressive Growth Fund Portfolio
The sectoral breakdown of SHRAX is unlike any other mutual fund in this review, with healthcare as its biggest holding, commanding 35% of the portfolio.
A Look at Morgan Stanley’s Top 5 ‘Secular Growth’ Stock Picks
On Friday, October 14, 2016, Morgan Stanley (MS) released a list of its favorite “secular growth” stock picks. It believes these stocks have long-term growth possibilities.
IMF Warns about 3 Risks to the Global Financial System
The International Monetary Fund (or IMF) warned that there are three major risks to the global financial system in its latest report on global financial stability.
What Are Morgan Stanley’s Top Technology Stock Picks?
On September 28, 2016, Morgan Stanley (MS) released a list of technology (XLK) stocks that it expects could provide good returns in the months ahead.
Columbia Select Large Cap Growth Fund: Sector Composition YTD 2016
The Columbia Select Large Cap Growth Fund (ELGAX) invests at least 80% of its assets in common stocks of US-based and foreign companies with market caps in the range of companies in the Russell 1000 Growth Index.
Why Did Soros Fund Management Reduce Its Holdings in Barrick Gold?
Billionaire investor George Soros, who said in April 2016 that gold was the only asset that could outperform in the current market environment, is now getting out of gold.
Will the Cyclical Sector Outperform the Defensive Sector?
The cyclical sector has a sizeable correlation with the different phases of the business cycle.
Portfolio Moves of the AB International Growth Fund in YTD 2016
The AB International Growth Fund’s assets were spread across 57 holdings in May 2016, and it was managing $334.2 million in assets.
Active Fund Management: Will It Make Passive Attractive?
In recent years, the performance of various mutual funds and hedge funds followed by an active fund management strategy haven’t been so impressive.
4 Ways an Economy Can Deleverage: Ray Dalio Explains
In his “Economic Principles at Work” template, Ray Dalio identifies four ways any world (ACWI)(VTI)(VEU) economy can deleverage. Find out why this matters.
What Moves Did FDGRX Make Leading Up to 1Q16?
FDGRX’s assets were invested across 394 holdings as of March 2016, two more than a quarter ago. It was managing assets worth $37.8 billion as of March’s end.
Where Are We in the Long-Term Debt Cycle? Ray Dalio Weighs In
According to Ray Dalio, the Fed needs to study the long-term debt cycle in order to understand the huge downside risks that currently face the US economy.
The Story behind Colgate-Palmolive’s Commercial Strategies
Colgate-Palmolive’s global market share is ~45%. It is the leading toothpaste compared to Oral-B and Close-up, especially in emerging markets like India.
What You Should Know about the Janus Fund
The Janus Fund – Class A (JDGAX) was founded in February 1970 and has an expense ratio of 0.98%. There is a minimum of $2,500 to invest in this fund via Class A shares, but there is no minimum subsequent investment.
Fast Facts about the Fidelity Series All-Sector Equity Fund
The Fidelity Series All-Sector Equity Fund was founded in October 2008 and has an expense ratio of 0.67%. Shares of this fund are offered only to certain other Fidelity funds.
Need-to-Know Facts about the Fidelity Magellan Fund
The Fidelity Magellan Fund (FMAGX) invests primarily in common stocks of US and foreign issuers. It invests in either growth stocks, value stocks, or both.
Must-Know Facts about MALAX
MALAX aims to invest in sector leaders, stocks that “can maintain, or achieve in the future, a dominant position within their respective market.”
What You Should Know about FEAAX
FEAAX has existed since March 1994 and has an expense ratio of 1.4%. You require a minimum of $2,500 to invest in this fund via Class A shares
George Soros Is Shorting the S&P 500: Are You?
Soros Fund Management’s 13F filing for 4Q15 reveals that George Soros has been shorting the S&P 500. His top buys in the last quarter include puts on the PowerShares QQQ ETF (QQQ).
An Overview of the South African Economy’s Structure
The finance sector here consists of finance, real estate, and business services. The South African economy depends heavily on the manufacturing sector.
The ALPS Kotak India Growth Fund (INDAX) Portfolio Analysis
The ALPS Kotak India Growth Fund (INDAX) intends to invest at least 80% of its net assets directly or indirectly in equity and equity linked securities of Indian companies.
The Wasatch Emerging India Fund Portfolio Composition
As of December 2015, the Wasatch Emerging India Fund has ~$69.2 million in assets under management. As of September 30, 2015, the fund had 76 holdings in its portfolio.
US Crude Production Dropped in Week Ended July 24, but Why?
According to data from the U.S. Energy Information Administration, US crude production dropped to 9.4 million barrels per day in the week ended July 24.
What Does Facebook’s High Price-to-Earnings Ratio in May Tell Us?
In May 2012, Facebook’s stock price was $38, and its PE ratio was 80.0 x. The ratio reached an all-time high of 7,930x, when net income dropped to $53 million that year.
What Does Autodesk’s High Price-to-Earnings Ratio Mean in 2015?
In 4Q15, Autodesk’s subscription business grew 17% to $300 million, beating analysts’ estimates. ADSK’s cloud-based products, Fusion 360 and PLM 360, increased its customer base.
Analyzing the Subsectors in the Technology Select Sector ETF
The Technology Hardware & Storage subsector underperformed the most since the beginning of January 2015. The stocks have primarily generated negative returns.
OZ Management Opens New Position in CDK Global
OZ Management commenced a stake in CDK Global Inc. (CDK) by purchasing 4,521,952 shares of the company, representing 0.5% of the fund’s 4Q14 portfolio.
Highlights of Bridgewater Associates’ New Positions in 4Q14
Ray Dalio’s Bridgewater Associates filed its fourth-quarter 13F in February 2015. In 4Q14, the fund had opened four new positions.
Magnetar Purchases New Stake in Restaurant Brands International
Magnetar Capital added new stake in Restaurant Brands International (QSR) in 4Q14. The position represented 0.73% of its holdings at the end of the year.
Highlights of TPG-Axon Management’s Dropped Positions in 4Q14
In 4Q14, TPG-Axon sold its stakes in Macy’s (M), Monsanto (MON), Alibaba Group Holding (BABA), and Vantiv (VNTV).
Magnetar Capital Initiated New Positions in 4Q14
Magnetar Capital was established in 2005 by Alec Litowitz and Ross Laser. Currently, the hedge fund manages assets in excess of $12 billion.
Highfields Capital Initiates a Stake in Tesla Motors
Tesla Motors is involved in the design, development, manufacturing, and sales of electric vehicles and advanced powertrain components for electric vehicles.