Why tech investors should keep an eye on China and the Fed
Don’t be distracted by the recent well-publicized earnings misses of several tech-sector giants – stocks did well in October overall.
Strains in parts of the financial system have prompted the Federal Reserve to trim back tightening plans.
Banks and borrowers must now deal with tighter credit conditions, bringing a quicker end to rate hikes but also more economic risks.
Political brinksmanship over the debt limit is poised to push the Treasury to the edge.
Don’t be distracted by the recent well-publicized earnings misses of several tech-sector giants – stocks did well in October overall.
US markets have not taken kindly to the Fed’s renewed course of monetary tightening, but the effects of the Fed’s actions are stretching far beyond US shores.
Consumer companies that are adept at turning mountains of customer data into actionable intelligence are boosting sales and gaining market share, creating opportunities for investors.
We are cautiously optimistic about cyclical stocks.
The outlook for stocks and bonds given the expected paths of economic growth and interest rates.
Jim and Laura dive into processes and tools, including our proprietary V-score
Do ESG critics have a point? raises issues such as ESG’s recent underperformance (and the problem with generalizing issues about ESG)
Learn the difference between divesting “bad ESG” companies vs. including and engaging companies to find those likely to be voted “Most Improved in ESG."
How are E, S and G evolving? takes a look at critical changes in how investors assess each component of environment, social and governance factors.
Big data is fueling, informing and empowering businesses globally.