Page 3 - Beyond Basic Beta News Today

Though rising AI demand helped drive the chip firm’s Q1 results and staggering Q2 guidance, Nvidia’s wide economic moat is strengthened by more than just AI—but is the stock overvalued?

With 87% of advisors willing to learn how to incorporate AI into their business, it seems that those who do not may be left behind.

Turkey’s May elections are the most important in a generation and will have a major impact on its debt market.

Domestic equities traded within a narrow range as investors debated the impact of a weakening U.S. economy; mixed Q1 earnings provided no clear outlook for the market.

Green equipment often utilizes renewable energy sources and is integral to the development of sustainable infrastructure.

Like many stocks, Meta Platforms had a rough 2022, but now is the top contributor YTD in the Morningstar Wide Moat Focus Index.

U.S. growth headwinds might be strong, but EMs’ trade exposure to the U.S. varies a lot, and many EMs can benefit from China’s stronger rebound.

Persistent inflation, fiscally responsible resource company management and anticipated company capital returns continue to provide investment opportunities in the resource equity sector.

EM rate hikes paved the way for disinflation and provided fundamental support for EM bonds. But how bad is collateral damage in the form of weaker growth?

Various EM central banks keep their eyes firmly on inflation, expectations, and factors that influence them (including fiscal). DM central banks’ motivations are still being questioned by the market.