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Mar 10
1 h

Hennion & Walsh's Mahn: Headline risks i...

CHUCK JAFFE
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Yesterday
BlackRock's Jacobs: Current events aren't disrupting long-term investing themes
Jay Jacobs, U.S. head of equity ETFs at BlackRock, says that the artificial-intelligence revolution has delivered massive spending, but not at levels that have been spent relative to gross domestic product, during other generational shifts like the introduction of the automobile. ... Show More
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Mar 11
Value manager Smead: 'This is one of the most overvalued markets in U.S. history'
Bill Smead, manager of the Smead Value fund, says that by nearly every indicator, the stock market is at valuation levels seldom seen in American history, with the Standard & Poor's 500 trading "at more than 220% of GDP, the most dangerous number, virtually, we have ever seen." T ... Show More
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Mar 9
Research Affiliates' Masturzo on inflation: '3% is the new 2%'
Jim Masturzo, chief investment officer at Research Affiliates, says that "Volatility is just a reaction to something new, and something that has changed," which is why investors can expect a volatile market as it works through the start of the war in Iran. That said, he is not ex ... Show More
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