Heineken: Higher Prices Drive up Sales Heineken’s full year net revenues rose 21.2% to €28.7bn on an organic basis, which excludes exchange rates. #stocks #investing
Barclays: Expensive Trading Mistakes and Weaker Than Expected Performance Overall performance was worse than the market was expecting, led by the Corporate and Investment Banking division. #stocks
Inflation Here to Stay: Where Should You Invest? Inflation is cooling gradually but remains stubbornly high in most major developed economies despite the efforts of central banks.
The Multiple Advantages of Direct Lending We would argue that Direct Lending strategies in particular currently benefit from three significant tailwinds and two distinct advantages. #strategy
The Case for Short Duration High Yield in Five Charts Lord Abbett investment professionals have identified some intriguing opportunities across the yield curve and within credit. #strategy
Are You Ready for a Global Financial Disruption? How to best position & prepare yourself, your firm, and your clients to best deal with the multitude of prevailing headwinds we’re all facing.
US CPI: Investors Look Through Near-Term Squalls, Focus on Earnings Month-on-month inflation reports and the Federal Reserve’s responses won’t fixate investors. #investing #finance #wealthmanagement
The Year of the Bull? What China’s Reopening Might Mean for Emerging Markets in 2023 China is such a dominating presence on the emerging markets landscape that if it outperforms, then emerging markets outperform.
Go for Gold This Valentine’s Day Gold is often associated with luxury, wealth and romance, which makes it a popular gift choice for Valentine’s Day. #gold #investing
Nearly 1 in 3 Americans Say Their Financial Situation Worsened Over the Last Year Allianz Life study finds inflation and financial worries weigh down American optimism for the year ahead. #finance #investing #inflation
Markets Don’t Wait for Official Announcements Worried stocks may drop after a recession announcement? History shows markets incorporate expectations ahead of economic reports. #markets
Mastering the Art of Taking Pictures Here is how you can master the art of taking pictures, whether you’re a beginner photographer or just someone looking to enhance their skills. #photo
A Projected Benign Default Rate? Not So Fast. S&P reports that global defaults increased 15% in 2022 with distressed exchanges accounting for nearly half of all defaults. #markets
What Does Adani Group Crisis in India Mean for Global Investors? Global investors should remain open to India’s enormous potential, despite the heightening crisis engulfing the Adani Group. #investing
Fed Chair Powell ‘Disinflationary Process’ Comment Launches ‘Year of Opportunity’ Comments made Tuesday by the Federal Reserve’s Chair are likely to kick start a year of important opportunities for global investors.
The Top and Bottom Ten Side Hustles Obsessed States People are now focused on working less, not because they are lazy, but to spend that time doing things they love. #hack #job #finance
Is the Chinese Rabbit Ready to Hop Again? The turnaround has been quicker than most would have expected, early reporting has shown an uptick in consumer enthusiasm. #china
The Digital Pound Strengthens Case for Bitcoin and Crypto The UK’s plans for a digital pound to be launched later this decade underscore that digital currencies are the future of finance. #cryptocurrency
The FTX Collapse Should Create a Reckoning for Private Market Due Diligence How did the due diligence carried out by FTX’s large institutional investors miss the red flags? #FTX #investors #advisors
2022 Sees Record Outflows for Funds It is no surprise to see investors turned off markets in 2022, a year of extreme economic and political turmoil. #markets #investing
Meta: Shares Rebound on Revenue Beat and Cost-Base Rethink Meta’s shares have seen a jet-fuelled rebound on news of a cost-base rethink. #investing $META #stocks
Tech Stocks Are Back: Rotation to Growth To Provide Strong Returns Tech stocks are back. Rotation into the right growth stocks will provide strong returns. #investing #technology #advisors
Is the Fed Winning the Inflation War? We saw another indicator today that the Federal Reserve has been successful in stemming the tide of inflation. #inflation #markets
5 Key Questions To Ask Before Making a Private Market Investment New financial technology platforms are making it possible for high-net-worth investors to access private market investments. #markets #investments
Putting Yields to Work: Short-Duration, High Yield Bonds Income is back in fixed income. The front end of the curve may offer a way to earn that income while avoiding some of the risk.
UK Regulation Plans Show Crypto Is Mainstream, Digital Is Future of Finance The UK’s plans to “robustly” regulate the cryptocurrency industry must be championed and highlight that digital is the future of finance.
Healthy Outlook for Therapeutics Big Pharma relatively well-capitalized and in a deal-making mood, we see the potential for a rebound for small- and mid-cap stocks. #stock
Fed Pivots & Equity Market Bottoms S&P 500’s P/E’s typically bottoms after a Fed pivot; there is historical precedent of multiple expansion following a Fed pivot.
Don’t Bet Against Big Tech Long-Term Amid Earning Reports Fears Don’t bet against big tech, despite the current sell-off ahead of a big week of earnings reports from tech heavyweights. #investing
LVMH: Rebound in International Travel Helps LVMH Dazzle at the Full Year LVMH bears will point out the group demands a relatively hefty valuation, which of course increases risk. #stocks $LVMH
82% Of Millionaires Seek Advice on Crypto as Bitcoin Soars Eight out of 10 high net worth (HNW) individuals have asked their financial advisers about including cryptocurrencies, such as Bitcoin.
Why Private Markets Allocation Should Be Higher Traditional investor portfolios in 2022 generally experienced one of their worst years in decades, with investors now facing recession risk.
Investors Urged To Seize Markets’ Bullish Sentiment These effects are causing a bullish sentiment as investors believe that many of 2022’s headwinds are now in the rear-view mirror.
Toyota: Well-Oiled Wheels of Succession but Still Faces a Tough Road Ahead With Toyoda becoming chairman hopes are high for a smooth transition with the share price dropping only slightly following the announcement.
Tesla: Record Quarter as Macro Questions Mount Tesla’s average selling price (ASP) increased compared to last year, reflecting a more lucrative mix of cars being sold.
MSFT: Cloud Beat Helps Microsoft Extend Rally Microsoft’s enjoying the benefits of the US market rally. The market has rewarded the tech giant for its beat on Cloud revenues.
Global Food Inflation Headaches Market Report: Global food inflation headaches, UK producer costs fall and Wetherspoons shows resilience. #markets #food
Are Home Buyers Back in the Game? With mortgage rates down, mortgage applications for purchase surged last week, indicating some renewed enthusiasm from potential home buyers.
The Case for Real Estate in 2023 We think 2023 could offer compelling opportunities for long-term real estate investors to provide timely liquidity in a challenging market.
Investors Buy Income Funds as Confidence in Global Markets Dips The S&P 500 in particular experiencing choppy waters thanks to market-unfriendly forward guidance on the Fed’s interest rate policy.
A Macro Regime Shift Requires a Portfolio Allocation Shift We believe the off to the races start thus far in January provides opportunity for reallocation toward sectors that can go the distance.
65% Jump in Fintech Use, With Boomers the Fastest-Growing Cohort The use of finance apps jumped by almost two-thirds in 2022 – with boomers the fastest growing demographic. #fintech #investing
Investor Confidence Surges Into the Lunar New Year Investor confidence has surged into the Lunar New Year after China lifted its drastic Covid restrictions. #investing #china #success
UK and US Active vs Passive Funds - Who Won 2022? In terms of performance of equity fund managers, most active managers underperformed their passive equivalents over 2022. #investing
Netflix Shrugs off Wall St Slump With Show Stopping End to the Year Netflix has had a showstopping end to the year, in a performance even its worst critics can’t argue with. #stocks #investing
How Using SEO Strategies Can Improve Your Company’s Sales To get the most out of SEO, you need to utilize it properly. Here are four SEO tips that should boost your company’s sales. #seo
Low Returns and High Volatility? Time To Consider Covered Calls? 2022 was a very challenging year for the equity markets with a max drawdown of 25% for the S&P 500, pushing the benchmark into bear market territory.
What’s the Plan? Figuring Out How To Help Your Declining Loved One Depending on the family dynamics, the necessary conversations often start with the immediate family, including both a spouse and adult children. #aging
An Alternative(s) Take on the New Year Benefit of alternative asset classes or strategies that supply less-correlated returns to stocks and bonds has never been more obvious. #alternatives