Analysis-Investors Count on Bonds to Rescue Battered 60/40 Portfolio in 2023
Proponents of the so-called 60-40 portfolio are betting the strategy may soften the blow of a possible U.S. recession next year.
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Goldman Says Commodities Will Gain 43% in 2023 as Supply Shortages Bite
Commodities will be best-performing asset class once again in 2023, handing investors returns of more than 40%, according to Goldman Sachs Group Inc.
Fallen FAANGs, Nasdaq Wipeout, Value Rally Mark 2022 for Tech Stocks
Investors will remember 2022 as year when narrative around Big Tech finally cracked, ending years-long stretch of powerful market leadership.
Pain Due for Managers Clinging to Tech, BofA’s Subramanian Says
Money managers largely still prefer internet and software companies over oil and gas producers.
The 'Exceptionalism of Technology' is Probably Over for the Stock Market: Goldman
Strategists at Goldman Sachs less likely to outperform by a stronger magnitude than other S&P 500 components in the coming years.
Hedge Fund That Beat 99% of Peers Places Contrarian Bet on Meta
As Big Tech reels from the blow of higher interest rates and slowing growth, one top-performing hedge fund manager is going against the tide.
The U.S. Shale Boom Is Officially Over
Days of explosive growth in U.S. shale oil production are over. American oil production is rising, but at a much slower pace.
