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The global big picture is beginning to change. So Russell’s broken down the view from Wall Street’s pros to find out where the risks and opportunities are now.

Russell Burns July 15 2024

Capital Group says the world’s biggest economy will expand by 3% this year, helped by strong consumer spending, a tight labor market, and massive supply chain investments.

Theodora Lee Joseph, CFAJune 26 2024

Bitcoin may be in a summer lull, but that hasn’t stopped some hedge funds from making good money on it.

Jonathan HobbsJune 25 2024

This is how you can analyse a stock and make your stock buying decisions.

Reda Farran, CFAOctober 2 2024

To become a smarter, better-informed investor in 2024, you could resolve to learn about a new asset class (say, bonds) and get your hands dirty playing with a model or crunching some numbers yourself.

Stephane Renevier, CFAJanuary 8 2024

At a 20x price-to-earnings ratio, the S&P 500 is well above its long-term average. That’s by no means a cheap valuation. But whether it’s a good or bad value for you depends on your view of the next few years.

Paul AllisonJanuary 7 2024

Citi’s got a few high-conviction investing ideas for 2024, and you might want to put these on your radar. After all, these assets appear to be undervalued, underappreciated, and poised for strong growth

Russell Burns August 28 2024

A new study simulated 720 strategies across a variety of stock markets, using three commonly applied timing signals, and found that 96% of them failed to beat a simple buy-and-hold strategy.

Reda Farran, CFAJanuary 3 2024

How to craft an investment policy statement (IPS) that describes your money goals, sets a roadmap for your investments , and determines the outline of your portfolio.

Reda Farran, CFAJanuary 2 2024

It sees a period of slower growth, hotter-than-ideal inflation, higher interest rates, and greater volatility ahead. But it also sees four trends and one market that are loaded with promise

Russell Burns December 19 2023

The BlackRock Enhanced Global Dividend Trust puts growth stock giants like Microsoft and Apple among its top investments, pays an 8% dividend, and can be picked up at a 15% discount.

Paul AllisonNovember 14 2023

Nvidia had a barnstorming 2023, so now the logical question is whether it can repeat that success in 2024.

Paul AllisonDecember 7 2023

The sharp decline in the value of the Japanese yen in 2023 means that European stocks have higher returns than Japanese ones this year.

Russell Burns December 14 2023

If you’re up to your eyeballs in US tech stocks well, nice one, but it might be time to start widening your vision. Europe looks interesting right now, and Goldman Sachs has some non-tech ideas that might suit.

Paul AllisonDecember 17 2023

Government bonds are more defensive: they tend to perform well in an economic downturn as they benefit from falling interest rates. So buy them if you fear a hard landing.

Stephane Renevier, CFADecember 18 2023

economic slowdown and suggests that investors gravitate toward high-quality companies that can generate steady earnings regardless of the macro backdrop. And in his view, mega-cap tech names fit the bill.

Reda Farran, CFADecember 5 2023

Investment performance is largely dictated by what an investor does after they buy a stock – specifically by how they deal with both losing and winning positions over time.

Reda Farran, CFADecember 7 2023

Catastrophe bonds are among the years best

Reda Farran, CFAOctober 24 2023

Investing and poker have a lot in common: both involve calculated risk-taking, require keeping emotions in check, and are heavily dependent on luck for short-term success – but need considerable skill to win out in the long run.

Reda Farran, CFAOctober 31 2023

We’re in the midst of the second-most aggressive cycle of interest rate hikes in the history of the Federal Reserve and hoping to see a soft landing. But almost every one of the Fed’s past hiking cycles led to a hard landing – that is, a recession.

Reda Farran, CFANovember 8 2023

Currency traders have a new favourite play

Reda Farran, CFAOctober 29 2023

Roaring demand, tight supply, and strong investor interest have all boosted oil prices recently.

Stephane Renevier, CFAOctober 30 2023

enturing into a tech revolution often starts with excitement and knee-jerk investments, which can result in a bubble that eventually pops.

Stephane Renevier, CFANovember 15 2023

Bitcoin’s recent rally can be attributed to three factors: expectations that central banks are done with rate hikes, an anticipated approval of spot bitcoin ETFs, and the next bitcoin halving.

Theodora Lee Joseph, CFADecember 6 2023

f you’re a hands-off investor, consider a target date fund: they’re structured to maximize your returns by your expected retirement age.

Theodora Lee Joseph, CFAOctober 25 2023

Europe might not be facing an imminent crash, but the ECB's financial stability experts found that three types of risks could imperil the financial system.

Stephane Renevier, CFANovember 30 2023

AI is about to shake up the education industry big time, not just by shrinking costs, but also by ramping up profits with cooler and more effective products that attract new customers and keep existing ones coming back for more.

Stephane Renevier, CFANovember 23 2023

Morgan Stanley’s just dropped its 2024 forecast, and it’s a goldmine. I’ve prospected five of its hottest trade nuggets, each one aimed at turbocharging your portfolio.

Stephane Renevier, CFANovember 21 2023

Think of TIPS as government bonds with a superpower: the bond’s principal (the original amount loaned), and its semi-annual interest payments, adjust with inflation rates.

Stephane Renevier, CFANovember 9 2023

The r-star, or the natural rate of interest, is the “price of money”, the sweet spot that keeps our savings, investments, and inflation in harmony.

Stephane Renevier, CFAOctober 24 2023