We came into 2026 already less constructive on beta than consensus—our expectation was always that dispersion would define ...
Stagflation — the simultaneous occurrence of slowing economic growth and rising inflation — has re-entered the conversation among economists and portfolio managers in early 2026. The evidence ...
The higher oil price related to the Iran war feeds into worries about higher South African inflation.' said Herman van ...
If an investor is prepared for a stock market crash they can soften the blow, and more importantly, capitalise on brilliant ...
FY25 EPS of $0.08; FY25 Adjusted EPS growth of 5% to $0.83 YoY Increase in Cash Flow from Operations of $148 million; Free Cash Flow more than doubled to $187 million FY25 YoY Revenue Growth of 2%; ...
Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...
"Asset allocation matters more than security selection. You don't control markets, but you control positioning." Google CEO Sundar Pichai says 'chose the wrong match...', Microsoft's Satya Nadella ...
The 60/40 portfolio has long been a staple for retirees, near-retirees and others with a moderate risk tolerance seeking a blend of growth and capital preservation. But 60/40 proponents were tested ...
For a century, energy stocks have tended to zig when the rest of the market zagged. Having some of your 401(k) stock allocation invested in energy stocks in the past would have cushioned your ...
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Eagle Materials produces and supplies cement, concrete and aggregates, gypsum wallboard, and recycled paperboard, serving the construction and packaging industries. The company generates revenue ...