Equity Strategy Archives

Markets Dec. 21, 2020, 12:18 AM

3 trend reversals that will define the market in early 2021, according to a stock chief at the world’s largest asset manager

Pent-up demand from consumers and significant cash reserves are setting up the economy and stock market for a potential roaring 2021, according to Tony DeSpirito, chief investment officer of US fundamental active equity for BlackRock. DeSpirito says this will be driven by COVID-19 vaccine rollouts across the globe. This scenario […]

Markets Aug. 12, 2020, 3:17 AM

Here’s why already red-hot tech juggernauts will keep climbing through the election, according to Goldman’s US equity chief

David Kostin told CNBC on Tuesday that technology will continue to grow and remain strong in the long term. His two reasons for this: the high growth potential tech stocks have in a recovery and the expectation of persistently low interest rates. The Goldman Sachs US equity chief also said […]

Markets Aug. 1, 2017, 9:12 PM

3 trend reversals that will define the market in early 2021, according to a stock chief at the world’s largest asset manager

Here’s why already red-hot tech juggernauts will keep climbing through the election, according to Goldman’s US equity chief

Wall Street is at war with itself over the future of stocks

The chief market strategist at a $1.3 trillion investment firm breaks down Amazon’s ‘disruptive’ Whole Foods deal

A senior portfolio manager at a $195 billion investment firm breaks down the hottest story in markets

Wall Street’s biggest bear thinks the market’s hottest stocks will keep soaring

The CIO of a $114 billion firm explains why all investors should read Shakespeare

The CIO of a $114 billion investment firm sees ‘stormy weather’ ahead for stocks

The equity chief at one of Wall Street’s biggest firms shares his best piece of investing advice

The equity chief at one of Wall Street’s biggest firms breaks down the hottest story in markets right now

CREDIT SUISSE: Clients are telling us ‘we are totally lost’

CREDIT SUISSE: Forget what everyone else says — all signs point to Brexit Britain being in a recession

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Australian retail investors are resisting the ‘winds of change’ shaking global...

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Sydney-based health startup Eucalyptus has raised $60 million in Series C...