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.
Venture Global NYSE: VG raised its 2026 earnings outlook after reporting higher first-quarter revenue and profit, citing increased LNG sales volumes, progress on major construction projects and stronger commercial contracting activity.
International exposure continues to pique investor interest as market volatility ensues. That said, the Fidelity International High Dividend ETF (FIDI) is designed to provide investors with a strategic core for international equities — specifically, dividend-paying companies in developed markets.
GPN is gaining momentum from the Worldpay deal, rising POS demand, and growing transaction volumes, but higher costs, rising debt, and fintech competition loom.
Global Medical Response Solutions' IPO debuted 40% below its initial range, reflecting investor caution amid high leverage and sector challenges. Global Medical trades at a $7.1 billion enterprise value, with adjusted EBITDA multiples near 6x and high single-digit pro forma earnings, following a $1 drop post-IPO. Despite declining patient encounters, Global Medical has improved margins and transportation revenue per patient, showing operational momentum.
Prenetics Global NASDAQ: PRE said its first-quarter results reflected the company's shift away from diagnostics and genome testing toward a subscription-driven consumer health model anchored by its IM8 supplement brand.
BSX expands global reach with strong APAC growth, FARAPULSE momentum and new approvals driving gains across Europe and China.