已收盤 05-08 16:00:00 美东时间
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Markets have swung from extreme pessimism to excessive optimism in one of the quickest rebounds to new highs on record, according to Emily Roland, co-chief investment strategist at Manulife John Hanco...
04-24 22:28
Michael Contopoulos, head of multi-asset macro investing at Janus Henderson Investors, is maintaining an overweight position on international markets, citing a growing valuation gap between the U.S. a...
04-23 23:56
The trend of investors diversifying away from U.S. assets remains in full swing despite equity markets hitting all-time highs, according to Alexis Crow, partner and chief economist at PwC US. Speaking...
04-22 03:49
Investors should “expect choppiness this earnings season” for European equities (VGK), (IEV), according to Katy L. Huberty, global director of research at Morgan Stanley. While the firm remains constr...
04-22 03:37
Strong Q2 earnings are signaling that markets believe the economic damage from the ongoing conflict will be contained, according to Isabelle Mateos y Lago, group chief economist at BNP Paribas. Earnin...
04-21 04:45
Victoria Greene, founding partner and CIO at G Squared Private Wealth, is shifting to a more defensive market posture as oil prices (CL1:COM), (CO1:COM) cross the $100 per barrel threshold—a level she...
04-08 03:32
Tim Seymour, founder and CIO at Seymour Asset Management, believes the recent equity rally represents a legitimate market response to oversold conditions and attractive valuations heading into earning...
04-01 02:55
Ed Yardeni, president of Yardeni Research, is maintaining his “go-global” investment call despite the outbreak of war in the Middle East, arguing that foreign stocks still offer better value than thei...
03-26 23:02
Garry Evans, head of Research Solutions at BCA Research, sees 10-year U.S. Treasuries (US10Y) as an attractive hedge at current yield levels around 4.2%, particularly given the firm’s assessment that ...
03-18 00:03
Michael Hartnett, chief investment strategist at BofA, said market corrections caused by “exogenous shocks at time of excess bullishness” typically end when a few conditions are met—and current price ...
03-06 23:46