Growth-style investing works best when you allow your biggest winners to run: They compound their returns over time and overcompensate for the losses from the laggards. But it also requires identifying the right companies at the right time and having a lot of patience. The process To help identify those big future winners, here are three qualities I always look for in...
Four times a year, JP Morgan's Multi-Asset Solutions team holds a two-day-long Strategy Summit where senior portfolio managers and strategists discuss the economic and market outlook. After spirited debate and a rigorous examination of a wide range of quantitative and qualitative measures, the team establishes key themes and determines its current views on asset allocation. Those views will be reflected...
There's a fire sale in the bond market, and the November jobs report could make it burn even hotter. The wild move came amid speculation that Friday's employment report could be better-than-expected and drive interest rates even higher. Interest rates surged Thursday, with the 10-year yield spiking as much as 12 basis points — or 0.12 percentage points — at its peak,...
As the U.S. dollar accelerates upwards, investors interested in profiting from the greenback's rise have several useful strategies they can employ. They can invest in U.S. companies that are major importers, foreign companies that are major exporters or a variety of funds that track the dollar. Caution, however, should guide any investment. Currencies can fluctuate dramatically and can ruin the best...
So when considering a passive approach, whether in a 401(k) plan or individual portfolio, consider these three things: 1. Low yields mean a riskier market After the 2008 financial crisis, the Federal Reserve cut interest rates to near zero and began a series of quantitative easing programs aimed at stimulating the U.S. economy. Central banks around the world followed suit with the same...
For a company of its size -- both in terms of revenue and users -- the growth rates being delivered by Facebook remain nothing short of staggering. And while the company is suggesting one of the levers that has fueled much of its recent growth won't be as powerful going forward, there are others that still haven't been pressed. For the third...
We are on the verge of the largest all-cash deal, with Monsanto Company MON expected to collaborate with Bayer AG BAYRY. However, skeptics still question whether the $130 per share deal will overcome regulatory hurdles. Slew of Bids, But Mostly in Vain The German chemical behemoth, Bayer, had offered $122 per share for the buyout in May 2016. The proposal was rejected...
Donald Trump on Tuesday outlined three child care proposals to alleviate the financial burden on parents. His campaign offered more details on a child care tax deduction he'd proposed in August, and introduced two new ideas that he now backs: partially paid maternity leave and the creation of a tax-advantaged, dependent care savings account. Advocates for paid family leave have welcomed all...
The recent drop in Wells Fargo's share price means that it no longer has a larger market capitalization than JPMorgan Chase. For the past four years, Wells Fargo (NYSE:WFC) was the most valuable bank in the United States. But that's no longer the case. Thanks to fallout from an unfolding scandal, Wells Fargo's market capitalization has now been eclipsed by JPMorgan...
Here's a technical look at how to trade some of the most active stocks on the market right now. Put down the 10-K filings and the stock screeners. It's time to take a break from the traditional methods of generating investment ideas. Instead, let the crowd do it for you. From hedge funds to individual investors, scores of market participants are turning to...
