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These stocks could rally in 'second phase' of bull market, Morgan Stanley Investment Management says

CNBC: Investing

Slimmon advised investors to lean more cyclical, pointing out that the best-performing sectors in March were energy, materials and industrials.

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These dividend stocks top Thornburg's list — and they are trading at a discount

CNBC: Investing

Investors searching for income can find some bargains in dividend stocks, according to Ben Kirby, co-head of investments at Thornburg Investment Management.

Stock 103
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Buy these three stocks in the face of earnings growth, F.L.Putnam strategist says

CNBC: Investing

Some stocks could see gains on earnings growth, which could provide an opportunity for investors, according to Ellen Hazen of F.L.Putnam Investment Management.

Stock 71
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Re-risking your portfolio: Investor John Davi's picks for the second half of 2025

CNBC: Investing

" The stock market has made a sharp turnaround from its early April lows, when fears over tariffs and their effect on inflation and the econony were at their highest. Like many investors, Davi — whose firm manages $2.5 stocks compared to the beginning of 2025. We have renewed optimism over AI," Davi told CNBC.

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Clearwater Analytics picks up SaaS business Enfusion in $1.5 billion deal

The TRADE

Clearwater Analytics is set to acquire Enfusion a software-as-a-service (SaaS) solutions provider for the hedge fund and investment management industry for $1.5 Sandeep Sahai The definitive merger agreement confirms that the purchase price will be delivered in an approximately equal mix of cash and stocks.

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Inception Growth Acquisition Limited Announces Extension of Business Combination Period

Global Newswire by Notified: M&A

The purpose of the extension is to provide additional time for the Company to complete a business combination.

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Move over 'Magnificent 7,' the 'Fantastic 5' may offer higher earnings and return potential

CNBC: Investing

Thornburg Investment Management touted a group of European stocks, dubbed the 'Fantastic Five,' boasting potential earnings growth greater than the 'Mag 7.'