You Searched For "investment themes" and got 15 results
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2 mins read
Disney CFO says Epic Universe's opening could boost attendance at Disney's Florida theme parks
Epic Universe's arrival in Orlando could benefit its competitor, Walt Disney World, the company's C…
Lauren Edmonds
3 mins read
The 3 biggest themes investors are watching for as earnings season kicks off
"We'll need to see EPS expectations exceeded by high single digits in the aggregate to keep the str…
Matthew Fox
3 mins read
Waaree Energies Limited opens for subscription today. Should you invest?
The company, which operates 4 manufacturing facilities in Gujarat, India, commenced operations in 2…
3 mins read
The newest fad in mutual fund multiverse: Sectoral Funds. Here's why you should not over-invest in them
Between April and June 2024, equity mutual funds saw a total inflow of Rs 94,222.27 crore, out of w…
2 mins read
US reindustrialization will be the top investment theme of coming decades, RBA says
RBA says energy and utility infrastructure, transportation, and real estate are top sectors within …
Yuheng Zhan
2 mins read
World Tourism Day 2024: All about the theme, host country, and tourism-boosting initiatives
World Tourism Day is celebrated on September 27 every year. This year, Georgia will be the host cou…
2 mins read
The AI theme is 'overcooked' and investors should take shelter in quality defensive stocks, Morgan Stanley's CIO says
With the AI rally fading, investors should pivot to defensive shares as they wait for a new theme t…
Kelly Cloonan
2 mins read
Billionaire 'Bond King' Bill Gross recommends 4 defensive investments for a bull market he sees losing steam
Bill Gross says investors should focus on defensive and high-yielding stocks.
Filip De Mott
2 mins read
Special Situation Investing: Turning challenges into profitable opportunities
As the world grapples with uncertainty, given the scale of global conflicts, economies under duress…
3 mins read
A portfolio manager at a $21 billion firm warns the odds of a recession have risen to 40% from 20% as inflation and geopolitical concerns surge — and shares where he's investing
As Goldman decreases its recession odds, portfolio manager Zehrid Osmani is increasing his from 20%…
Christine Ji
3 mins read
The strategic way to play the gold & oil theme
For instance, on the year-to-date basis, cyclical like banks and defensive like FMCG are among t…
2 mins read
DeSantis tourism board approves $17 billion development deal with Disney that could pave the way for a 5th theme park
The development deal is a détente between Disney and Florida's Ron DeSantis, who have battled for c…
Lauren Edmonds,Erin Snodgrass
1 min read
US inflation will soar if America doesn't undergo reindustrialization, investment manager says
The US has a "massive" trade deficit at a time when world trade is becoming fragmented, Richard Ber…
Jennifer Sor
2 mins read
Risky commercial real estate investments are getting squeezed as the market collapses
CLO distress rates skyrocketed over 440% in the 12 months ahead of January, according to a CRED iQ …
Filip De Mott
2 mins read
Here are 3 AI themes investors should watch for as the tech craze broadens out to the rest of the market
AI is the economy's "next big productivity driver," Morgan Stanley's chief equity strategist Mike W…