CNBC: Investing
JULY 25, 2025
This first of these two names was Microsoft , which reports its fiscal fourth-quarter earnings after next Wednesday's closing bell. " Azure, Microsoft's cloud computing platform, was "a disappointment" for the company three quarters in a row, he said. Shares have surged about 22% this year.
The TRADE
JANUARY 22, 2025
I spent a lot of time in my sell-side days working as a conduit between capital markets and the origination desk within investment banking as a bridge into the public side, covering hedge funds and multi strategy investment managers for anything equity-linked and credit with a cross-asset mindset. It’s been busy.
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CNBC: Investing
JULY 4, 2025
The S & P 500 was down 15% year-to-date on April 8, but is now up roughly 6.7% We've got policy uncertainty that's declined. rather than keep buying the 'Mag 7' stocks, there's so many other opportunities out there." "There's all this risk still out there, right.
CNBC: Investing
JULY 14, 2025
Let's do some high-level stats on the overall list and then we'll dive in. Throughout Q2, EPS estimates for the S & P 500 have declined 4.2% It's fair to assume most of a stock's earnings outcome is priced in, but more often than not, the market will have some type of response to earnings.
The TRADE
OCTOBER 9, 2024
The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. Markets are constantly challenging and that’s the key aspect to our role.” The London-based trading team at Ninety One has a very particular set of skills. Markets have been tricky.
FineMark
JULY 13, 2023
The stark differences in index performance, specifically the effects of mega-cap technology listings and their disproportionately large weights in the S&P 500, are also worth highlighting. Some of this weightiness can be seen in the performance disparity to date between the S&P 500 and the Dow Jones Industrial Average.
The TRADE
NOVEMBER 8, 2024
In another individual award recognition, Ed Wicks of Legal & General Investment Management, was honoured with the Buy-Side Market Structure Expert of the Year award.
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