Quality and value underperformed in the third quarter. But there’s more to the market than Nvidia and AI.
4 minute read
The chief investment officer at Pence Wealth Management expects that strong earnings and lower interest rates will lift the S&P 500 next year and particularly benefit smaller stocks.
4 minute read
The company is transforming itself into a growth stock but not being treated as one by the market.
Long Read
The fundamentals don’t support valuations—yet.
4 minute read
Many of the structural forces that turbocharged American market performance are at turning points, leading to greater uncertainty in markets.
Long Read
Prepare your portfolio for the unexpected.
3 minute read
Our annual Healthcare Roundtable sizes up the risks and opportunities as public policy shifts. 16 stocks to buy now.
Long Read
A recent pullback from all-time highs presents a buying opportunity.
Long Read
Prior bubbles show the current hype trade should have room to run higher in both price and valuation.
3 minute read
With this investing approach, investors identify industry groups and companies that are likely to benefit from multiyear structural or technological changes.
Long Read
Some family offices are picking direct investments that will drive returns, according to a survey. Even within private-equity funds, families tend to prefer riskier categories.
Long Read
Here’s our roundup of the most-read articles at Barron’s Advisor.
2 minute read
Sara Naison-Tarajano wears numerous hats at Goldman Sachs, where she works with many of the richest families in the world.
Long Read
A new report by Goldman Sachs shows that wealthy families are constant when it comes to channeling their assets—including in public stocks and private equity.
Long Read
Twilio is set up for sustained growth through further international expansion and a near-term increase in R&D spending.
Long Read
The company previously warned that revenue would to be ‘lumpy’ ahead of broader commercialization.
3 minute read
Capital Group Dividend Value’s portfolio resembles what many might expect to find in a growth fund, with Microsoft, Nvidia, and Broadcom as the top three holdings.
4 minute read
Soaring stock valuations have accompanied the AI boom.
4 minute read
Here’s our weekly roundup of the most-read articles at Barron’s Advisor.
2 minute read
Gold could retest its all-time high of $3,500 and perhaps reach $4,000, particularly if investors shed the risk-on approach they have favored in recent months.
4 minute read
The iShares Infrastructure Active ETF (BILT) is a new addition to BlackRock’s $183 billion infrastructure investing business.
2 minute read
Academic research shows that only a tiny fraction of stocks beat the returns of a broad index over time.
Long Read
ARKK is up 34% year to date, powered by stocks like Coinbase, Robinhood and Roku.
2 minute read
ARK Invest bought Tesla stock on Tuesday, about a week before the electric-vehicle maker reports second-quarter earnings.
2 minute read
Tariffs may have clouded the economic outlook, but that’s not stopping investment advisors from making new bets.
Long Read