Category: Investor

Apr 28

Given Trump’s trade war, are Big Tech’s earnings estimates too high?

A bullish argument, of course, is that tech giants’ dominant industry positions and robust balance sheets make them better suited to withstand an economic downturn than other companies, even if the earnings picture is cloudy. The Magnificent Seven are also less richly valued following the recent selloff: Alphabet, for example, trades at 17 times profits […]
Mar 24

Wall Street sees signs that worst of U.S. stock selloff is over

Breadcrumb Trail Links Investor News While strategists see a period of calm ahead, they’ve avoided giving clients a resounding all clear to pile into U.S. equities Author of the article: Bloomberg News Alexandra Semenova Published Mar 24, 2025  •  3 minute read The selloff has left Wall Street conflicted about whether the time has come […]
Mar 19

Ontario Teachers’ set to shut Hong Kong office in China retreat

Article content The Canadian fund that managed $255.8 billion as of mid-2024 announced its decision internally this week, said the people, who asked not to be identified because the matter is private. “We will be optimizing our footprint in the Asia-Pacific region through our offices in Singapore and Mumbai, where we have teams focused across […]
Mar 5

Trump’s Ukraine pivot fuels gains in world’s defence stocks

Breadcrumb Trail Links Investor Security-related shares have been on a tear this year as money managers anticipate a jump in military spending Author of the article: Bloomberg News Sangmi Cha Published Mar 05, 2025  •  Last updated 0 minutes ago  •  3 minute read Trump’s move to pause aid to Ukraine set off another rally in […]
Dec 23

‘Twas the day before Christmas: Mawer’s 2024 year-end poem

Article content ‘Twas the day before Christmas,And it’s time for Mawer,To reflect on the past year:2024. Investors kept pondering:When will the ball drop?Isn’t recession coming?Two years and no plop. Article content Most central banks eased rates,As Inflation had dwindled,Investors celebrated,Markets rekindled. But Japan was different,And made a small raise,A hike long considered,A move met with […]
Sep 30

Stocks are in and bonds are out: Top trades for the rest of the year

Breadcrumb Trail Links Investor Investors take a risk-on view following the Fed’s half-point rate cut in September Author of the article: Bloomberg News Liz Capo McCormick, Isabelle Lee and Ruth Carson Published Sep 30, 2024  •  Last updated 0 minutes ago  •  3 minute read The “Charging Bull” statue near the New York Stock Exchange. Stocks […]
Jul 30

Gold, not dollar, is the best Trump trade, survey shows

Breadcrumb Trail Links Investor Trump reelection expected to undermine U.S. dollar’s status as the world’s reserve currency Author of the article: Bloomberg News Carter Johnson and Yvonne Yue Li Published Jul 30, 2024  •  Last updated 0 minutes ago  •  3 minute read A one kilogram gold bar at the ABC Refinery facility in Sydney, Australia. […]