Wall Street Journal (April 26)
“Worries about the war in Ukraine, China’s Covid-19 outbreak, a U.S. or European recession and surging global inflation are making a long-spurned asset increasingly popular with Wall Street’s top money managers these days: cash.” Increasingly asset managers “are looking to move funds into low-risk, cash-like assets. That marks a shift from recent years, when steadily climbing equity indexes trained investors to buy every dip and not miss out on gains by holding cash.”
Tags: Asset, Asset managers, Cash, China, COVID-19, Dip, Europe, Inflation, Investors, Low-risk, Money managers, Recession, Shift, Spurned, Surging, U.S., Ukraine, Wall Street, War, Worries
Seeking Alpha (October 11)
“Recent history has taught us to buy the dip. Even the eye-watering declines in February proved worth buying. But this time looks different. This may not be a dip worth buying.”
Financial Times (January 4)
Whether “Abenomics remains a relevant force…may depend heavily upon the performance of the Nikkei 225 Average over the next six weeks.” If the “huge dip that savaged the benchmark” last year during the same period can be avoided, many analysts believe “we may be looking at a market with enough foreign buying and other support to sustain the current bull run.”
Tags: Abenomics, Analysts, Benchmark, Bull run, Dip, Foreign buying, Market, Nikkei 225, Performance, Relevant force, Support
Institutional Investor (May 30)
Firms “are doubling down on machine learning and other quantitative investing efforts.” More advanced than rule-based algorithms, “with machine learning, a computer sifts through billions of data points, picking up patterns. Armed with this knowledge, it learns trading behaviors such as buying dips or selling high over time, based on what it has gleaned about the market from past and present data.” Despite the inroads, however, human ingenuity remains essential.
Tags: Algorithms, Computer, Data points, Dip, Firms, Ingenuity, Investing, Machine learning, Market, Patterns, Quantitative, Trading
