Part 1 of 2
Owning stocks over bonds and cyclicals over defensive is top-ranked strategist Savita Subramanian’s call, contrary to the vast majority of institutional investors’ positions.
KEELEY: A GOLDEN RULE FOR FINANCE
After the global financial crisis, Terrence Keeley, then a top executive at UBS, did some soul-searching. What role, if any, had he played in the credit bubble and collapse that followed? It led him to make a personal commitment and create a new movement, the financial equivalent of medicine’s Hippocratic Oath, “First do no harm.”
WHY ESG INVESTING DOESN’T WORK. FORMER TOP BLACKROCK EXECUTIVE TERRENCE KEELEY EXPLAINS WHY AND WHAT DOES
ESG investing – pursuing environmental, societal and governance goals in addition to profits has become a huge global business. But former top BlackRock executive Terrence Keeley says it doesn’t work. He explains why and what does.
YARDENI: PH.D. ENTERTAINMENT
Ed Yardeni’s voluminous, data-driven, daily research has always been geared to institutional investors, but recently he introduced “Quick Takes” for individuals.
DOES “DON’T FIGHT THE FED” STILL WORK AS AN INVESTMENT STRATEGY? STRATEGIST ED YARDENI RESPONDS
Part 2 of 2
The Fed’s monetary policy swings from historic easing to near-historic tightening have roiled the financial markets calling into question the soundness of the classic “Don’t fight the Fed” investment strategy. Veteran Fed watcher/strategist Ed Yardeni weighs in.
WILBY: CHIPS ARE THE NEW OIL
Great Investor Bill Wilby calls semiconductor chips “the new oil,” fueling the power of the world’s economies. He recommends a new book that tells the story.
