U.S. equity benchmarks remain richly valued, and a growing chorus of strategists is reminding retail investors that single-country exposure has historically been a portfolio risk.
The Big Four firm will embed Claude on a platform that will house the majority of its nonaudit services.
S&P Global is rated Buy after a 30% price drop, with AI disruption risks overstated. Market Intelligence faces moderate risk from AI, but SPGI's proprietary data protect Capital IQ Pro and high switching costs and clients' regulatory and compliance risks protect software products. Ratings and Indices face much lower AI risk. These wonderful businesses gush cash with minimal reinvestment required, and contribute the lion's share of operating income.
VG's Q1 earnings beat estimates as higher Plaquemines LNG sales volumes drive export growth and boost adjusted EBITDA guidance.
ReNew Energy Global NASDAQ: RNW reported what executives described as its strongest fiscal year to date, citing record profitability, expanded operating capacity, lower leverage and growth in its manufacturing and commercial and industrial businesses.
Zeta Global stock price jumped by over 4% on Friday in a high-volume environment after the company joined the Open Semantic Exchange (OSI), an initiative by Snowflake. ZETA jumped to $17.6, its highest point since May 7 as focus shifts to the upcoming JPM Global Technology, Media, and Communications Conference.
U.S. Global Investors (NASDAQ:GROW) CEO Frank Holmes talked with Proactive about the resilience of the global travel industry and why he believes volatility in airline and tourism stocks may represent a buying opportunity for investors.
Oil stockpiles cushioned the blow from the Middle East supply disruption, but inventories are falling at a record clip as the Strait of Hormuz stays closed. UBS expects inventories to approach all-time lows by the end of May.
Emerging Market debt (measured by JPMorgan EMBI Global Core Index) declined in a volatile first quarter of 2026. EMBD returned -1.53% in 1Q26 versus -1.93% for its benchmark, resulting in 40 basis points of relative outperformance. We believe the outlook for EM debt has become more challenging, with risks tilted to the downside as the path to resolving the Middle East conflict appears difficult and a return to pre-war conditions in the Strait of Hormuz remains uncertain.
MBRF Global Foods Company S.A. (MBRFY) Q1 2026 Earnings Call Transcript
Bond ETFs are drawing record inflows as geopolitical tensions and high rates push investors toward fixed income.
Past performance has surely shown that global infrastructure stocks have offered plenty of upside for portfolios thus far. However, given that new macroeconomic challenges are emerging this year, it's important to evaluate how well global infrastructure strategies are positioned to meet the moment.