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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.

In Bitcoin Price Plummet, ETF Flows Are Down But Aren’t Signaling ‘Crypto Winter’ Investor Panic

The bitcoin price crash has stoked fears of another “crypto winter” and has shaken faith in a trade.

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.

Recent

Commentaries

Billionaire Charlie Munger Reveals The Reason Berkshire Hathaway Is Sitting On $88 Billion in Cash

The S&P 500 dipped by 19% in 2022, but stocks still don’t seem cheap to Charlie Munger, Warren Buffett’s billionaire partner at Berkshire Hathaway.

Companies

Franklin Templeton to Buy Putnam as Desmarais Family Exits

Franklin Resources Inc. is buying Putnam Investments from its Canadian owners in a consolidation of two asset managers that struggled to find growth.

Portfolio Construction

Citi Strategist Says Tech Stock Rally Is Now at Risk of Fizzling Out

After 31% surge in US technology-heavy Nasdaq 100 Index this year, market strategists at odds about whether investor positioning is getting crowded.

Tax Protection

Summers Sees Higher Fed Interest Rates, Increased US Taxes

Former Treasury Secretary Lawrence Summers sees US interest rates headed higher in the short-run and US taxes rising significantly in the longer run.

  • More Articles

Popular

FundFocus

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

FundFocus

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

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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