Stay updated with breaking news from Beyond Basic Beta. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
We expect oil to hold its value due to significant supply-demand imbalances, with the anticipated risk from economic downturns overstated despite investor apprehension from past recessions.
Powerful moats can be built on switching costs, which lock customers into a company’s unique ecosystem and make it expensive to move.
Despite the recent lackluster performance of resource equities, it is important to note that historically, overall cumulative returns tend to rebound effectively during periods of high inflation.
CLOs generated strong returns in June, with a hawkish Fed driving coupons higher and a rally in spreads. CLOI continues to outperform its benchmark in 2023.
Seven tech stocks accounted for almost 75% of the S&P 500's year-to-date gains, marking the technical start of a new bull market, even as investors raised concerns about narrow market breadth.