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Fund Beating 99% Of Peers Sees Few Software Firms Surviving AI

by The Wealth Advisor Contributor
Selling software stocks before the crowd paid off for Nick Evans, a Polar Capital fund manager. His warning: most shares are still toxic.

Featured

AI Risk Is Dominating Conference Calls As Investors Dump Stocks

In what’s turning out to be a great quarter for corporate earnings growth, company executives and investors alike are focused on AI.

Goldman Sachs CEO David Solomon Says The Tech Sell-Off Is "Too Broad"

When deciding whether to buy or sell stocks, it's good to get a wide range of perspectives.

No Clear Path To Ending The Partial Government Shutdown As Lawmakers Dig In Over DHS Oversight

Lawmakers and the White House offered no signs of compromise Sunday in their battle over oversight of federal immigration officers.

Recent

Inflation Survival Advisor

Here’s Why Buying a Piece of America can be an Inflation Hedge

In an era of historic inflation, one alternative asset has made its way into portfolios: farmland.

Washington Wire

Fed Should Stop Raising Rates, at Least in June -Harker

U.S. central bankers should not raise interest rates at their next meeting, Philadelphia Federal Reserve President Patrick Harker.

Portfolio Construction

Pimco Says Gold Is Overvalued Now, But Has Long-Term Appeal

Gold still looks too expensive after recent declines, according to a Pimco managing director.

News

Exxon, Chevron Shareholders Soundly Reject Climate-Related Petitions

Exxon Mobil Corp and Chevron Corp shareholders on Wednesday overwhelmingly rejected calls for stronger measures to mitigate climate change.

  • More Articles

Popular

FundFocus

'The Dark Side Of AI': Wall Street Weighs Recent Stock Sell-Off Over Disruption Fears

FundFocus

JPMorgan Doubles Down On S&P 500 Target For One Key Reason

FundFocus

Michael Saylor Isn’t Backing Down From Buying Bitcoin. Why MSTR Stock Investors Don’t Like That.

Companies

Robinhood CFO Defends Its Future As Shares Slide 9% After Earnings

The Retirement Advisor

Retirement Law Lets Employers Pair Emergency Savings And 401(k)s, But Few Are Doing So

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