With growth-oriented investing continuing to outperform a value-based approach, we look at whether this trend will continue and what might tilt the balance.
A small group of technology stocks have recently delivered stellar returns. Facebook, Apple, Amazon, Netflix, and Alphabet (Google), the so-called “FAANG” stocks, are up 36% on average year to date through September. This superlative performance, in such a narrow group of large cap names, has led many to raise questions about the current valuation of the S&P 500, its sector composition, and comparisons to other markets.
Many top strategists, including Rick Reider of BlackRock, favor stocks over bonds. We look at those analyses plus other news about income investing.
Rick Rieder and Russ Brownback argue that while cramming for finals may have worked in college, it won’t with the winding down of the global central bank policy liquidity “semester.”
The third quarter of 2017 was highlighted by unfavorable seasonal effects and a steady stream of nerve wracking geopolitical developments, but despite a challenging environment world equity markets persistently fought off short-term jitters and closed out the quarter solidly in the green.
Here are the key takeaways from events and interviews for capital-growth investors during the past month. Focusing on strong companies with a competitive advantage offer opportunities, but it comes at a price.
Changes to the tax code and the Fed’s impact on interest rates are some of the topics we explore for income-oriented investors.
Rick Rieder and Russ Brownback, from the BlackRock Fundamental Fixed Income Team, look to the investment lessons that can be derived from Super Bowl 51 odds making, and particularly that when judged appropriately, prices can contain more valuable information than does “the news.”
Three new health care reform initiatives - from the political right, left, and center - are developing in the Senate. Earlier this week I joined CNBC's Nightly Business Report to discuss the proposal up first for consideration: the Graham-Cassidy bill, which would turn the ACA into a system of state grants.
Rick Rieder explains the economic implications of “the Amazon effect.”