Strong Market Debuts Raise Questions Over Cautious IPO Pricing by Wall St Banks
Big first-day gains by recent high-profile U.S. listings have raised questions over whether Wall Street banks are pricing them too cautiously.
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Nvidia is the Most Underowned Megacap Stock, Morgan Stanley Says
Nvidia (NVDA) may be the market's biggest AI stock, but institutional investors are still shying away.
Advisors Navigate the Challenges of Helping Clients Transition from Cash to Other Strategies
Holding excess cash in anticipation of a downturn? Here’s how to position client portfolios if markets retreat.
BofA's August Survey Reveals Respondents Believe U.S. Equities are Overvalued
Bank of America’s August global fund manager survey reveals a striking disconnect between investor sentiment and positioning.
Active Managers Face Mounting Difficulty Generating Alpha
Passive strategies continue to dominate, as new data from Morningstar underscores the mounting difficulty active managers face in generating alpha.
Markets Now Betting Fed Will Cut Rates in September After Disappointing Jobs Report
Markets are increasingly pricing in the chances of the Federal Reserve cutting interest rates at its next meeting in September.
TACO Trade—“Trump Always Chickens Out”—May Not Work...This Time
August 1 tariff threat rattled markets and sent signal to investors: TACO trade—“Trump Always Chickens Out”—may no longer be reliable thesis.
