investment strategy

The fund manager reveals two ways to beat market volatility and two global stocks to profit from

Last week’s drop of more than 4% in the S&P 500 was not unusual. In the current quarter alone, the index of large companies has moved by a similar amount on seven occasions. How do professional investors trade amid this volatility, and what are they buying? Hedging Bets Speaking to CNBC’s Pro Talks, investment director …

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JPMorgan’s Erdoes Mistakes: In this turbulent market, opportunities are everywhere

In this turbulent market, opportunities abound, according to Mary Callahan Erdos of JPMorgan. Stocks have been trading in a bear market this year as investors navigate inflation, the Federal Reserve raising interest rates and talk of a possible recession. On Wednesday, the S&P 500 rebounded after hitting a new year low in the previous session. …

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Larry Summers has criticized UK tax cuts as ‘totally irresponsible’ and warns of possible transmission

Larry Summers Cameron Costa | CNBC LONDON – Former US Treasury Secretary Larry Summers warned on Tuesday that the United Kingdom had lost its sovereign credibility after the new government’s fiscal policy deteriorated markets. The British pound hit an all-time low against the dollar in the early hours of Monday morning, before recovering slightly on …

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Here are Tuesday’s biggest analyst calls: FedEx, McDonald’s, Lucid, and more

Here are Tuesday’s biggest calls on Wall Street. Goldman Sachs downgraded Keurig Dr Pepper to neutral from a Goldman purchase and said it sees increased risks to Keurig’s margins amid rising coffee prices. “We now see more balanced risk/return and therefore downgrade the stock to a neutral rating from a buy given our expectation that …

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The Fed’s rate hike has made some corporate bonds very attractive. How do you benefit from it?

With stocks falling and interest rates rising, investors are getting more excited about corporate bonds than they have been in a generation. One side effect of the Fed’s tightening policy is that it has made interest rates rise everywhere – including in the corporate bond market. But as the professionals point out, investors need to …

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Signs traders are watching to indicate that the stock market has bottomed

Are we anywhere near the bottom? The market is seriously oversold. We know what the market needs in order to stabilize itself: 1) price stability, 2) inflation stability (the next CPI will be released on October 13), and 3) earnings suspension that does not force wholesale revision of earnings estimates (earnings season begins in about …

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Ether has fallen nearly 20% since the merger. Here’s what happens

It’s been just over a week since Ethereum completed its major technology transition to Proof of Stake – an event hailed as one of the greatest technological breakthroughs in crypto history and celebrated by the crypto community all week long – and yet the price of ether continues to drop. The cryptocurrency has lost 19.3% …

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Here’s our plan for Monday after another painful week to own stock

Stocks took a hit this week as the Federal Reserve raised interest rates by another 75 basis points, the third consecutive increase of that size. It wasn’t price action – which the market had expected – but Fed Chairman Jerome Powell’s hawkish comments on Wednesday that hurt stocks. It is now targeting a 4.4% rate …

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Is it time to buy Treasurys? Here’s how to customize your wallet, according to the professionals

The final threat to stocks now isn’t any macro risk — it’s rising two-year Treasury yields, according to some fund managers and strategists. Treasury bonds and relatively risk-free short-term funds are back in the spotlight as the two-year Treasury yield continues to rise. On Wednesday it reached 4.1% – the highest level since 2007. As …

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