Pedestrians walk past the Bund Bull statue in Shanghai, China, on Saturday, June 2, 2018. China’s … [+] banks, scrambling to adjust to the government’s deleveraging campaign, are likely to add to pressures on the corporate bond market as they shed more of their massive note holdings and de-risk their balance sheets. Photographer: Qilai Shen/Bloomberg…
A view of the New York Stock Exchange at Wall Street on June 29, 2020 (Photo by Angela Weiss / AFP) AFP via Getty Images Thursday’s and Friday’s four mini-worries combined into a Wall Street wind that felt like risk. However, each individual worry was only a slight breeze that will soon dissipate. Therefore, expect…
The coronavirus has challenged many investors. How do you get unique insight into a company if you are restricted from visiting them or others in the supply chain? How do you stay ahead of economic or industry trends during such a turbulent time? To help, many are starting to use so-called alternative data, further driving…
Getty When Consumer Staples stocks outperform tech, it usually means a rough market If you follow the stock market, you know that the technology sector has been in a class by itself. In fact, I wrote an article earlier this year that argued that tech should be its own asset class. And that means we…
Getty Images AFP via Getty Images You don’t have to be a sophisticated market disciple to be familiar with the never-ending story about growth stocks dominating value the past decade. It’s one of the most stark trends in the market, the source of great pain for many traditional investors, and, to be honest, there’s not…
A man wearing a face mask sits along the Kowloon side of Victoria Harbour which faces the skyline of … [+] Hong Kong Island, in Hong Kong on July 13, 2020. (Photo by Anthony WALLACE / AFP) (Photo by ANTHONY WALLACE/AFP via Getty Images) AFP via Getty Images This week we launched the Krane Dynamic…