Goldman Strategist: TINA Trade Drives The Bulls
Kostin said that asset managers are continuing to load up on stocks as other assets like cash return zero, and this is likely to continue.
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Credit Suisse: Normal Will Feel Great, SPY 4K Ahead
Janet Yellen getting the nod about a Treasury role is a very good thing. Vaccines are a very good thing. Investors have a reason to cheer.
HSBC: Don't Be Afraid Of Stocks At Record Levels
Chief market strategist still sees returns outweighing risk as gold and Treasury havens unwind and the global economy starts expanding again.
Guggenheim Fund Reserves Right to Put Up to 10% in Bitcoin Trust
Bitcoin would put Guggenheim and its CIO Scott Minerd in with the likes of Paul Tudor Jones and Stan Druckenmiller, who have already bought crypto.
JPM Now Extremely Bullish On Emerging Markets
“There are so many stars aligning for emerging markets,” strategist Gabriela Santos says. “We’re extremely bullish on EM equities, EM debt and EM FX.”
Tesla Drives $300 Billion Direct Index Boom
Customization is at the heart of a red-hot investing strategy driving two of the biggest deals in asset management this year. The idea is simple.
Top Manager Starts Making "Theoretical" ESG Bets
One of Europe’s top-performing equity managers is betting on companies with the potential to boost sustainability credentials in the future.
