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.”
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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.
COVID Black Friday: Boom or Bust for Retailers?
Vaccinations are still months away and many households are more interested in stockpiling essentials than luxuries. Will we avoid a 2008 collapse?
Jamie Dimon Still No Bitcoin Fan (But Loves Blockchain)
No fuss, but the JPM CEO says Bitcoin is still not his “cup of tea" because of the way the currency's opacity defies anti money laundering standards.
Gundlach Insists Stocks Are Overdone
Valuations are high and without the six biggest Silicon Valley stocks, the S&P 500 has gained practically no ground in the last two years.
Inflation Is Coming
Forecasting inflation is fiendishly hard. Central banks try and fail all the time but this time the margin of error points to acceleration ahead.
