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Answering the call: The equity signals you just can't ignore to avoid a GameStop-like event

Answering the call: The equity signals you just cant ignore to avoid a GameStop-like event Lessons to be learned from recent market craze Julian Howard of GAM The past few weeks in markets have been dominated by the gyrations of selected securities including US-listed GameStop and, more recently, silver. Almost as wild has been the spray of commentary by investors and analysts attempting to decipher what it all means and what should be done about it. The popular conclusion is that gains in indi...
Robert Shiller Exchange Commission Us Senate Department Of The Treasury King Edward Julian Howard

GameStop Frenzy Reveals Potential for Broader Stress in US Equities Next Week

GameStop Frenzy Reveals Potential for Broader Stress in US Equities Next Week By Donald Trump returns to social media As the trading frenzy in GameStop Corp shares and other social media favorites recedes, investors are eyeing signs of potential market stress that could weigh on broader stock performance in coming weeks. For now, U.S. equities appear to be looking past last weeks surge in volatility that led the S&P 500 to its biggest weekly decline since October. Solid earnings, fiscal st...
Christopher Murphy Stuart Kaiser Charlie Mcelligott Gamestop Corp Walt Disney Co Bofa Global Research
Source: ibtimes.sg

Investors should rebalance exposure to US-focused funds; don't exit

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The bull market will continue in 2021 with stock holdings still well below dangerous Global Financial Crisis levels, JPMorgan says

ยป The bull market will continue in 2021 with stock holdings still well below dangerous Global Financial Crisis levels, JPMorgan says The bull market will continue in 2021 with stock holdings still well below dangerous Global Financial Crisis levels, JPMorgan says Emily GraffeoJan 13, 2021, 03:18 IST Reuters / Brendan McDermid bull market based on current investor stock holdings, according to a team of JPMorgan strategists led by Nikolaos Panigirtzoglou. At the moment, non-bank investors arou...
Jeremy Grantham Julian Klymochko Nikolaos Panigirtzoglou Global Financial Crisis Us Equities Stock Market Outlook

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Positive change in a negative year: What were the best-performing funds of 2020?

Investment Week is hosting its Global Emerging Markets Briefing at a pivotal time for investors as they start to position for the recovery from the Covid-19 pandemic, although risks remain. During this interactive briefing, we will hear from a number of global emerging market managers about their response to the extraordinary events of the past year and their outlook for the rest of the year and beyond. The managers will identify where they are seeing the biggest opportunities and risks at the ...
Meituan Dianping Kirsty Gibson Asia Pacific Gary Robinson Baillie Gifford Tom Slater

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