This week’s round-up of Market, Inflation, the Economy.
The headline statistics are hard to ignore. In 2024, global corporate AI investment reached $252.4 billion, a 25.5% increase from 2023, and is now 13× higher than 2014 levels which has provided the foundation for concerns around bubble formation. During the dot-com bubble when the internet was first emerging, capital was allocated irrationally to unprofitable
The short answer is no. Since the pandemic, headlines have touted the gap between the haves and have-nots (high vs low income consumers). The popular narrative has been that prices (as measured by inflation) have risen markedly since the pandemic and as a result, lower income consumers have been forced to be more restrained as
International Equities: Prior to 2023, international equities have underperformed the S&P 500, driven by poor relative growth and a strengthening U.S. Dollar, for over a decade. However, for the first time in 15 years, international markets are currently experiencing three conditions that have historically led to strong outperformance: a weakening U.S. Dollar over the past
Introduction The unprecedented negative performance in both bonds and equities in 2022 has led investors and financial advisors to seek alternative investment strategies to diversify their portfolios and manage risk more effectively. Hedged equity strategies have garnered increasing popularity within the broader alternatives space in recent years, primarily due to their ability to function as
International Equities: International equities have underperformed the S&P 500, driven by poor relative growth and a strengthening U.S. Dollar, for over a decade. However, for the first time in 15 years, international markets are currently experiencing three conditions that have historically led to strong outperformance: a weakening U.S. Dollar, low valuations, and strong forward growth
This week’s round-up of Market, Inflation, and Economy. Read more
A collection of weekly round-up reports on economic releases and market insights.
This week’s round-up of economic releases and market insights. Read more
This week’s round-up of economic releases and market insights. Read more
This week’s round-up of economic releases and market insights. Read more
This week’s round-up of economic releases and market insights. Read more
This week’s round-up of economic releases and market insights. Read more
This week’s round-up of economic releases and market insights. Read more
About this episode: “Main Management Kim Arthur surveys the continued market rotation into “asset-heavy” sectors like materials, industrials, and energy. However, these sectors have less weighting in the S&P 500, possibly creating a more “muted” move. He thinks the S&P can end up between 6,500 – 7,500 for the full year. After the U.S./Iran conflict
About this episode: “Main Management CEO Kim Arthur tells CNBC’s Dominic Chu on ‘Halftime Report’ what he’s seeing in his sector rotation fund, and whether the volatility is exacerbating that trend – or reversing it.”
Understanding Endowments: How They Work and the Power of Strategic Partnerships Endowments are vital for organizations that strive for long-term financial stability and lasting impact. They provide a sustainable and consistent source of income to support mission-critical initiatives such as artistic and educational programming, scholarships, and operating expenses. But how do endowments work, and what
About this episode: “Kim Arthur, CEO of Main Management, joins ‘Halftime Report’ to discuss Buy-Write ETF strategies, international ETFs underperforming this year, and investing in ETFs according to market performance.”