The US investment manager explains why it expects to see the AI boom begin to impact securities other than the Magnificent Seven during the second half.
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The US investment manager explains why it expects to see the AI boom begin to impact securities other than the Magnificent Seven during the second half.
Lombard Odier’s John Woods also explains why fixed income represents a once-in-two-decades opportunity.
The usage of the well-known moniker is starting to come under scrutiny as both Apple and Tesla struggle, while the other stocks are beset by headwinds.
The diverging performance of the Magnificent Seven stocks shouldn’t be a surprise, according to portfolio manager Richard Clode.
Francis Sempill, head of client services at Walter Scott, explains what a cut in interest rates could mean for stock market returns.
Magnificent 7 leveraged, Janus Henderson, S&P 500’s power, Bob Farrell, DJ’s Spiva data, Charlei Munger….
The head of multi-asset research discusses her experience of putting academia into practice in financial services,
Calamos’s Nasdaq upside, Japan finds its mojo, Nvidia is impossible to ignore, Changes in the Magnificent 7, Climate action tussles, A moonshot delivered, The wisdom of J.P. Morgan and much more.
The conditions are ripe for US stocks to finally underperform their peers, says Charles Schwab’s chief investment strategist.
As the race to develop AI heats up, the US tech giants are becoming important strategic bulwarks for the world’s largest economy.
Part of the Mark Allen Group.