Institutional Investor (December 14)
“Investors are proceeding with caution as central banks move to rein in inflation. Expectations of more aggressive monetary policy have prompted investors to adopt more defensive asset allocation strategies…. In addition to piling into cash, investors have also adopted more defensive positioning by overweighting healthcare stocks and underweighting assets that are exposed to interest rate hikes.”
Tags: Aggressive, Asset allocation, Cash, Caution, Central banks, Defensive, Expectations, Healthcare stocks, Inflation, Interest rate hikes, Investors, Monetary policy, Overweighting
Reuters (December 13)
Apple “rose about 11% last week, extending its more than 30% gain for the year as investors remain confident that flush consumers will continue to pay top dollar” for its products.” The company’s “market value hovered just shy of the $3 trillion mark on Monday, following a stunning run over the past decade that has turned it into the world’s most valuable company.”
Tags: $3 trillion, Apple, Confident, Consumers, Extending, Gain, Investors, Market value, Stunning
Houston Chronicle (December 2)
Twenty years on, “Enron remains a cautionary tale of corporate hubris and fraud. It’s lessons still carry weight, especially as Theranos founder and CEO Elizabeth Holmes stands trial, accused of defrauding investors and patients about the viability and accuracy of its medical testing technology.”
Tags: Accuracy, Cautionary tale, CEO, Corporate hubris, Defrauding, Enron, Fraud, Holmes, Investors, Patients, Theranos, Trial, Twenty years
The Economist (November 6)
“Global bond markets are wakening from a long slumber.” The Fed “will wind down its vast bond-buying programme” just as bond investors react to higher inflation. “Across a group of 35 economies, five-year bond yields have risen by an average of 0.65 percentage points in the past three months.”
Tags: Bond markets, Economies, Fed, Global, Higher inflation, Investors, Wind down, Yields
Australian Financial Review (October 25)
“Inflation will be the key issue for financial markets in coming years, with investors set to reap massive profits or suffer swingeing losses, depending on whether they make the right call on the stickiness of price pressures.” Astute investors are now figuring out strategies, like shortening bond maturities within their portfolio, to help “insulate their investment portfolios from the threat of rising inflation.”
Tags: Bond maturities, Financial markets, Inflation, Investors, Losses, Portfolio, Price pressures, Profits, Shortening, Stickiness, Strategies, Threat
Bloomberg (October 25)
“China’s economy risks slowing faster than global investors realize as President Xi Jinping’s push to cut its reliance on real estate and regulate sectors from education to technology combine with a power shortage and the pandemic.”
Tags: China, Economy, Education, Investors, Power shortage, Real estate, Regulate, Reliance, Risks, Sectors, Slowing, Technology, Xi
Bloomberg (October 13)
“The vital question for many investors has been whether the problems for speculative real estate will cause broader contagion, either through cascading losses in the financial system or through economic weakness.” The former remains unlikely, but “the second — an economic slowdown of which Evergrande is both a cause and a symptom — grows more likely with time.”
Tags: Cascading, Contagion, Economic weakness, Evergrande, Financial system, Investors, Losses, Real estate, Slowdown, Speculative, Vital
The Guardian (October 10)
“The latest revelations mark the beginning of the end for the House of Zuckerberg. The Observer’s investigations into Facebook in 2018 exposed a toxic culture. But still the business thrived.” This may seem like déjà vu, but the outcome looks set to drastically differ from the last slap on the wrist, especially if a new legal suit succeeds in proving Facebook “lied to investors.”
Tags: Déjà vu, Exposed, Facebook, Investigations, Investors, Legal suit, Lied, Outcome, Revelations, Toxic culture, Zuckerberg
The Economist (October 9)
“Spending has come roaring back, as governments have stimulated the economy and consumers let rip. The surge in demand is so powerful that supply is struggling to keep up. Lorry drivers are getting signing bonuses, an armada of container ships is anchored off California waiting for ports to clear and energy prices are spiralling upwards. As rising inflation spooks investors, the gluts of the 2010s have given way to a shortage economy.”
Tags: Consumers, Container ships, Demand, Economy, Energy, Gluts, Governments, Inflation, Investors, Ports, Powerful, Roaring, Signing bonuses, Spending, Supply, Surge
Bloomberg (September 1)
“European equities advanced the most in a month on Wednesday as investors bet the global economic rebound would persist even as central banks prepare to scale back support.” August marked the seventh consecutive month of advances for the Stoxx Europe 600 Index, its “longest winning streak since 2013.”
Tags: Advanced, Central banks, Economic, Equities, Europe, Investors, Rebound, Stoxx 600, Winning streak
