2026 Equities Portfolio 
CNBC: Investing
JULY 8, 2025
The stocks are all rated buy at Goldman and have a 2% or higher dividend yield estimated for the fiscal year, which runs from July 2025 to June 2026. They also have at least a 5% compound annual growth rate (CAGR) in dividend-per-share estimated from 2024 through 2026, as well as solid growth in free-cash flow or earnings per share.
CNBC: Investing
JUNE 11, 2025
In fact, income generation is one of the firm's top five portfolio ideas for the rest of 2025. "Cash coming into a portfolio can be very important to income investors in particular, but it provides all investors with optionality," she said during a panel discussion Tuesday on the bank's investment outlook.
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CNBC: Investing
JULY 17, 2025
For instance, Empower announced in May that it would provide exposure to private equity, private credit and private real estate through collective investment trusts – that is, pooled funds that are available to individual investors only through retirement plans. Asset managers have already started making inroads into the space.
CNBC: Investing
JULY 20, 2025
equities," the bank wrote. "We upgrade to Buy as we believe the pricing premium is undervalued and there could be further upside to earnings driven by MI400 series launch in 2026," Lee wrote. But although energy companies might take a hit, the firm believes stocks in some other sectors could actually win big.
CNBC: Investing
JUNE 13, 2025
"Irrespective of valuation, GEV remains one of the most compelling equity stories in our coverage, with the broadest array of exposures to electrification investment, including the ongoing AI/DC build out and the emerging renaissance of nuclear power generation across the globe," he wrote.
CNBC: Investing
JUNE 26, 2025
We were surprised to find out it was the iShares Core MSCI Emerging Markets ETF , more commonly known as IEMG (Disclosure: we own this for client accounts at Ritholtz Wealth Management): Up until recently, the emerging markets equity asset class has been fast asleep, but now, as you can see, it's waking up.
CNBC: Investing
JUNE 9, 2025
Looking ahead, analysts project revenue growth of 24–33% through 2025–2026, supported by improving EPS and an expected annual revenue of $2.9 In Q1 2025, revenue surged by over 28% year-over-year to approximately $594 million, driven largely by the strength of the TTR franchise.
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