Tom Bradley: Nobody knows how this will play out, but it’s gone far enough that it’s time to think about shifting to offence from defence Publishing date: May 27, 2022 • 18 hours ago • 4 minute read • 7 Comments A trader works on the floor of the New York Stock Exchange. Photo by Andrew… Continue reading It’s hard to go against the market, but good investors live for times like these
Vanguard, world’s second-largest asset manager, refuses to end new fossil fuel investments
Just 17% of Vanguard’s $1.7 trillion in actively managed assets are aligned with net zero by 2050 Author of the article: Financial Times Chris Flood Publishing date: May 26, 2022 • 1 day ago • 3 minute read • 6 Comments Vanguard has chosen not to attach interim net zero targets to the passive index-tracking funds… Continue reading Vanguard, world’s second-largest asset manager, refuses to end new fossil fuel investments
Commodity funds stage revival as investors seek inflation hedges
Investment vehicles tied to raw materials such as oil and wheat drew in net inflows of US$38.7 billion in the year to May 10 Author of the article: Financial Times Adrienne Klasa Wheat in a field in Ukraine. Agricultural commodity funds have received the most flows this year. Photo by Valentyn Ogirenko/Reuters files Commodity funds… Continue reading Commodity funds stage revival as investors seek inflation hedges
Markets show signs of getting closer to bottom
This advertisement has not loaded yet, but your article continues below. Som Seif, founder and CEO of Purpose Unlimited, on market volatility and where stocks may go from here Markets have been showing signs that they are nearing bottom. Photo by REUTERS/Brendan McDermid Article content Som Seif, founder and CEO of Purpose Unlimited, talks with… Continue reading Markets show signs of getting closer to bottom
Shopify shareholders told by two advisory firms to reject plan to give founder more power
Both ISS and Glass Lewis oppose giving Tobi Lutke special voting rights Author of the article: Bloomberg News Derek Decloet and Scott Deveau Shopify Inc.’s proposal to give special voting rights to chief executive Tobi Lutke is running into opposition. Photo by Justin Tang/The Canadian Press/File Shopify Inc.’s proposal to give special voting rights to… Continue reading Shopify shareholders told by two advisory firms to reject plan to give founder more power
After $5-trillion rout, emerging markets seek turnaround signal
Money managers think it’s time to start buying again, not in a bullish outburst, but in gradual, cautious steps Author of the article: Bloomberg News Srinivasan Sivabalan and Karl Lester M. Yap A man sits before electronic boards showing stock movements at the Malaysia Stock Exchange in Kuala Lumpur. Photo by Mohd Rasfan/AFP/Getty Images The… Continue reading After $5-trillion rout, emerging markets seek turnaround signal
Rupture in the stock-bond relationship shows recession angst rising fast
Increasingly unanimous belief the Federal Reserve’s efforts to subdue inflation will cast the world into a recession Author of the article: People walk by the New York Stock Exchange (NYSE) on May 23 in New York City. Photo by Spencer Platt/Getty Images A sudden shift in the choreography between stocks and bonds is evidence investors… Continue reading Rupture in the stock-bond relationship shows recession angst rising fast
David Rosenberg: The crypto market is neither safe nor a haven — and now it’s hurting equities
Volatility in bitcoin prices now explains 14% of the volatility in the S&P 500 Eight per cent of the variation in the S&P 500’s daily returns can be explained by bitcoin. Photo by JACK GUEZJACK GUEZ/AFP/Getty Images By David Rosenberg and Vibhu Kapoor Advertisement 2 This advertisement has not loaded yet, but your article continues… Continue reading David Rosenberg: The crypto market is neither safe nor a haven — and now it’s hurting equities