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Your weekly outlook The past week in the stock market saw a few more flashes of the long-awaited rotation out of mega-cap tech stocks, and into beaten-down value names. On Monday the tech-heavy Nasdaq 100 bottomed out more than 10% below recent highs before saving some face later in the week. Many popular meme stocks were collateral damage. But the Nasdaq may have an ace in the hole in the form of the $1,400 stimulus checks due to hit Americans' bank accounts as soon as this weekend. A recent survey from Deutsche Bank found that half of all people between the ages of 25 and 34 plan to use the...

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 moment in emerging markets and explain the role their strategies could play in client portfolios. At...

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

Valuations of electric vehicle manufacturers are “simply not sustainable over the long term,” the Research Affiliates chairman argues.

disruptive innovation In part one of this three-part series, Rob Arnott, the founder and chairman of Research Affiliates, and colleagues Vitali Kalesnik, a partner and head of research in Europe, and Lillian Wu, vice president of the firm’s European business strategy, look at how global stimulus packages have impacted value strategies.   Key points: Around the globe, value is trading at extremely deep discounts relative to growth. The discounts are wide no matter how we measure valuation. While we ...