…global pandemic even as a wave of new technology was set to transform the country’s political, social and economic landscape.” Specifically, the Covid-19 pandemic along with “flood of new technology…
Search Results for: covid-19
Dan Fuss on Re-Engineering a 60/40 Portfolio
…pandemic, but Covid-19 forced many CEOs to “rethink their supply chains with an eye to bringing them closer to home.” While he notes that this process will probably take about…
Bullishness as a Contrarian Sell Signal
…and the Covid-19 vaccine rollout” which is expected to boost economic growth. The article concludes, however, that although investors have “come to terms with the recent upheaval in bond markets…
Mark Mobius: Emerging Markets Will Outperform
…these countries lower than that of the developed markets, their recovery [from Covid-19] will be faster. The vaccine, of course, helps, but more important is the psychology. As people begin…
Long-Term Wins Possible in Large-Cap Value Stocks
…do so. While healthcare may be an obvious choice given the rollout of the Covid-19 vaccine, Eley says his firm targets companies “that were profitable all along” regardless of their…
Technology: A New Asset Class
Although tech stocks were getting plenty of attention before the emergence of Covid-19, “the pandemic and associated lockdowns have changed the calculus,” according to a recent article in CFA Institute….
Berkshire and Buffett Reveal New Buys
…investment deputies, Todd Combs and Ted Weschler, reshaped the portfolio over the last year as Covid-19 struck the U.S.,” the article says, adding, “The company was heavily invested in the…
Gundlach Calls 2021 The Year of Regime Change
…Gundlach’s comments: “You need to fully reverse the negative performance—and get back to pre-COVID GDP trend.” He noted that the GDP trend growth was about 2.5% since 2016 and we…
Ray Dalio: Market Ebullience Down in 2021
…asserted his belief that while Europe was hard-hit in the short term by Brexit and then again by the Covid-19 pandemic, he believes that over time the EU will do…
2020’s Top Performing Hedge Funds
…huge sums of money as the Covid-19 pandemic ravaged the globe and central banks unleashed unprecedented stimulus to contain the economic carnage.” On the losing side, the article reports that…