Macro trading strategies utilized for decades by hedge funds have swung back into favor in the last year and look to be here to stay, given the change in central bank policies that are likely to ...
Madison Investments, an investment advisor, released its “Madison Large Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund decreased 2.2% in the third ...
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Macro tailwinds, currency concerns and sector rotation: Ashish Gupta maps out the road ahead
India's markets navigate optimism and caution amidst a shifting global macro environment, with a potential trade deal and Fed rate cut injecting liquidity. While GDP growth supports earnings, currency ...
Wall Street analysts rerated Autodesk, Inc (NASDAQ:ADSK) after the company reported first-quarter results after Thursday’s closing bell. Autodesk reported quarterly earnings of $2.29 per share, which ...
PIMCO Municipal Income Fund II is evaluated as an investment option at its current market price. The fund's income metrics are poor, and an income cut is likely. The discount to NAV looks tempting, ...
I downgrade CCS from buy to hold due to a changing macro environment and the stock reaching my target price. Century Communities reported strong 3Q24 earnings with $1.137 billion in revenue and $2.59 ...
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