The best investing stories of June: Interviews with accurate analysts — real estate wizardry — world class stock-pickers
Hello everyone! Welcome to this weekly roundup of Investing stories from deputy editor Joe Ciolli. Please subscribe here to get this newsletter in your inbox every Tuesday.
Dear Readers,
When June drew to a close, the confetti flew on the stock market's best quarter in decades. The Dow's 18% surge was its biggest since 1987, while the S&P 500's 20% return was the best since 1998.
But to many market observers, it didn't feel like there was a whole lot to celebrate. Looking just at the month of June, both indexes had ticked less than 2% higher — a far cry from the torrid rally traders enjoyed in April and into May.
It was a situation where the modest gains masked the conflicting crosscurrents lurking under the market's placid surface. Investors found themselves simultaneously grappling with negative reports of spiking coronavirus cases and overwhelmingly positive economic data, which has started to reflect reopening efforts.
It's created quite the catch-22 for investors: Should they react favorably to the economic rebound? Or should they brace for a possible second wave of business lockdowns, brought about by the very reopening plans that have revitalized the economy?
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Add simmering trade tensions with China and mounting uncertainty around the 2020 presidential election, and you have quite the confusing situation for investors to digest. That's where the Investing team at Business Insider comes in. We're here to unpack the ever-changing market landscape, and let you know how to tackle it.
See below for our best stories of June, including a wide array of recommendations, strategies, and tips for navigating uncertainty. Thanks for reading!
-- Joe
Join Business Insider on July 8 at 12 p.m. ET for "Planning for the Future in Uncertain Times," a free digital event and part of the Master Your Money series. Presented by Fidelity, it will explore components of a strong financial plan and how to adjust it given recent events.
Top stock analysts from all 11 sectors spill their secrets
Business Insider spent weeks talking to stock analysts across Wall Street — and not just in popular sectors like tech and retail. The team canvassed all 11 main S&P 500 industries and ultimately secured recommendations and forward outlooks from the highest-ranked analysts in each.
Read the full stories here:
Aspirational real-estate-investing success stories
The four successful real-estate investors Business Insider profiled in June have one main attribute in common: a distaste for the common 9-to-5 job. But their origin stories differ.
One of them jumped right in, while two other entrants started small, with just a handful of properties. The fourth individual made a costly mistake on his first deal that could've derailed his entire career. Instead, he learned from it and fine-tuned a winning approach.
Their respective strategies are outlined in the stories below.
Read the full stories here:
Exclusive interview with the world's best stock-pickers
If you've followed the best stock-pickers on Wall Street for any length of time, chances are you've heard of Dennis Lynch. The Morgan Stanley Investment Management superstar has absolutely demolished his peers for years, overseeing portfolios of growth stocks that are constantly changing but always dominating.
And then there's Kristian Heugh, who runs an international fund at MSIM, and is the No. 1-ranked fund manager on a global basis. In a set of exclusive interviews, they shared their tricks of the trade, as well as some investments you can make right now.
Read the full stories here:
Stock pick central
Seeking experts who are willing to name names? Look no further:
- Renowned strategist Tom Lee nailed the market's 40% surge from its worst-ever crash. Here are 17 clobbered stocks he recommends for superior returns as the recovery gains steam.
- We spoke to 3 financial experts, who broke down why you should buy these 13 ETFs to maximize stock-market returns right now
- GOLDMAN SACHS: Buy these 13 stocks that are poised to crush the market within the next 2 weeks as earnings season gets underway
- MORGAN STANLEY: Buy these 11 stocks right now to reap the strongest possible market-beating returns over the next 3 months
- Jefferies says buy these 14 cheap stocks that are financially strong and positioned for market-beating returns
- BANK OF AMERICA: Buy these 13 cheap stocks that have unexpectedly strong finances, making them great bets for the next phase of the rally
- Morgan Stanley handpicks 10 stocks to buy now for the richest profits as travel and outdoor activities transform in the post-pandemic world
- Buy these 25 beaten-down stocks all poised to jump more than 18% from current levels, Goldman says