investment strategy
17 stories related to this topic, newest first.
marketwatch.comMorgan Stanley Advisor Recommends Rotating From Tech Into Energy Stocks And Gold
Kathleen Entwistle of Morgan Stanley Private Wealth Management said investors should consider adding commodities and energy equities after recent gains in artificial intelligence-related stocks. She cited gold, silver, and companies such as SLB NV as examples of inflation-resista…
insidermonkey.comJPMorgan Flags Low-Volatility Stocks as Defensive Play
JPMorgan analysts say low-volatility equities have lagged this year but remain positioned to perform regardless of where bond yields move next.
Ned Davis Research Advises Value Stocks, Energy, Materials in Rising Inflation
Ned Davis Research said value stocks have outperformed during periods of rising inflation. The firm also identified real estate, energy, materials, and industrials as sectors with historically strong earnings growth when inflation accelerates.
CnbcBond Market Risks and Opportunities Examined as Federal Reserve Leadership Changes
Financial analysts discussed potential risks and opportunities in the bond market during a period of transition at the Federal Reserve. The conversation focused on investment strategies amid shifting economic conditions.
insidermonkey.comHarvard Endowment Sells All Ethereum ETF Holdings After One Quarter
The university endowment sold its entire stake in BlackRock's Ethereum ETF. It also reduced its Bitcoin ETF position for a second consecutive quarter.
BenzingaGoldman Sachs reports investors moving into AI stocks as inflation rises
Goldman Sachs reported that investors are moving back into AI and hyperscaler stocks as concerns about inflation, oil prices, and slower growth weigh on broader market sentiment. The shift reverses an earlier rotation into cyclical sectors that began at the start of the year.
pandaily.comVanguard Group Explores Expanding Beyond Index Funds
The investing giant synonymous with cheap funds that track indexes is looking to change that approach, according to an exclusive report. Vanguard Group has long been defined by its low-fee passive investment products. The shift marks a potential evolution for one of the world's l…
finance.yahoo.comFundstrat to Moderate Crypto Accumulation Pace, Tom Lee Says at Consensus 2026
Tom Lee announced that Fundstrat will reduce the speed of its cryptocurrency purchases because other opportunities exist in the sector right now. The comments came during a session on the Anchorage Digital Mainstage at Consensus 2026 in Miami. CoinDesk reported the remarks on or…
CoinDeskCardone Capital Adds $100M Bitcoin to $235M Real Estate Acquisition
The real estate investor unveiled a hybrid bitcoin and property structure during a Fireside chat at Consensus Miami 2026. The move builds on Cardone Capital's 2025 purchase of 1,000 BTC and earlier tokenization plans announced in February 2026. Cardone said the strategy pairs sta…
CnbcStocks Rise as Iran Nuclear Deal Hopes Increase
U.S. stock markets rose sharply on optimism that negotiations could produce an agreement limiting Iran's nuclear program. The Investment Committee discussed the rally and outlined investment strategies in response to the shifting geopolitical outlook. The discussion highlighted b…
Substrate placeholder — needs reviewNorway Sovereign Wealth Fund Maintains 50% Allocation to U.S. Equities Amid War Risks
Norway's $2.1 trillion sovereign wealth fund has decided to retain approximately 50% of its assets in U.S. equities. The fund cites the strength of American markets despite fallout from the Iran war. Officials have noted potential risks from higher energy prices and slower econom…
Substrate placeholder — needs reviewInvestor Discusses Market Outlook Following Reported Iran War Ceasefire
Peter Boockvar, chief investment officer at One Point BFG Wealth Partners, stated that the stock market should be sold after the conclusion of a rally tied to an Iran war ceasefire. He addressed impacts on markets and crude oil prices during a CNBC appearance. A social media post…
Substrate placeholder — needs reviewWells Fargo's Darrell Cronk Discusses Equity Markets and Technology Stocks on CNBC
Darrell Cronk, chief investment officer at Wells Fargo, appeared on CNBC's 'The Exchange' to discuss factors supporting equity markets. He addressed recommendations to sell energy stocks and buy technology stocks. Cronk also covered specific areas within technology stocks to avoi…
Substrate placeholder — needs reviewGQG Partners Fund Manager Reports Gains from Tech Stock Exit Over a Year Ago
Brian Kersmanc, a fund manager at GQG Partners, stated that his decision to remove technology companies from his funds more than a year ago is now yielding positive results. This move occurred amid fluctuations in the technology sector. The statement highlights the fund's perform…
Substrate placeholder — needs reviewMKS PAMP's Nicky Shiels Discusses Current State of Precious Metals Market
Nicky Shiels, head of research and metals strategy at MKS PAMP, appeared on CNBC's 'Fast Money' to address the precious metals sector. She provided insights into gold's market position and potential movements. The discussion covers ongoing trends in metals trading amid economic f…
Substrate placeholder — needs reviewStrategas Analyst Chris Verrone Discusses Technical Indicators for Major Banks Before Earnings
Chris Verrone, a strategist at Strategas, appeared on CNBC's 'Fast Money' to analyze technical indicators for major U.S. banks ahead of their quarterly earnings reports. He examined chart patterns and market signals relevant to the financial sector. The discussion provides contex…
Substrate placeholder — needs reviewStocks Rise Following Ceasefire Announcement in Iran
Major U.S. stock indexes increased after reports of a ceasefire in Iran. CNBC's Investment Committee discussed portfolio positioning in response to the market movement. The surge reflects investor reactions to reduced geopolitical tensions.