Investment strategy
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ESG without returns is ‘simply not sustainable,’ says investor Lauren Taylor Wolfe
Lauren Taylor Wolfe, center, Roy Swan, left, and Shundrawn Thomas at CNBC’s Delivering Alpha, Sept. 8, 2022. Scott Mlyn |…
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Larry Summers blasts UK tax cuts as ‘utterly irresponsible’ and warns of possible contagion
Larry Summers Cameron Costa | CNBC LONDON — Former U.S. Treasury Secretary Larry Summers on Tuesday warned that the U.K.…
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Top Wall Street analysts name their best stock ideas to ride out the market turbulence
Jim Umpleby, CEO of Caterpillar Inc. Adam Jeffery | CNBC This year has already been a tough one, and 2023…
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Starboard snaps up a position in Wix, and building free cash flow may become a focal point
Marco Vdm | E+ | Getty Images Company: Wix.com (WIX) Business: Wix.com is an Israeli information technology company that develops…
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Lauren Taylor Wolfe says it’s just too risky for investors to ignore ESG amid recent pushback
(Click here to subscribe to the Delivering Alpha newsletter.) According to Deloitte, global ESG assets under professional management could be worth $80…
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Billionaire Lukas Walton’s family office accelerates impact-investing push
Builders Vision, the investing and philanthropy platform of billionaire Lukas Walton, has shifted its $1 billion endowment into what it…
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Wall Street’s top analysts bet on these stocks as economic uncertainty increases
Apple CEO Tim Cook presents the new iPhone 14 at an Apple event at their headquarters in Cupertino, California, U.S.…
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Ares Management CEO Michael Arougheti breaks down where to find yield in a world of uncertainty
(Click here to subscribe to the Delivering Alpha newsletter.) Inflation, a hawkish Fed, fears of a recession have all made 2022 a…
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The Fed is going to pivot in 3 stages, author Nomi Prins says
A trader works on the floor of the New York Stock Exchange (NYSE) as a screen shows Federal Reserve Board…
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Cathie Wood’s contrarian deflation call gets endorsements from Elon Musk, Jeffrey Gundlach
Cathie Wood, chief executive officer and chief investment officer, Ark Invest, gestures as she speaks during the Bitcoin 2022 Conference…
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How crypto billionaire Sam Bankman-Fried survived the market wreckage and still expanded his empire
FTX CEO Sam Bankman-Fried has been shopping for bargains amid the industry’s recent carnage and said he still has cash…
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Op-ed: Tune out the forecasters. Here’s how investors should approach this bear market
Traders work the floor of the New York Stock Exchange during morning trading on August 15, 2022 in New York…
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Voss Capital backs a strategic review at Griffon, and a new opportunity to create value may emerge
Artistgndphotography | E+ | Getty Images Company: Griffon (GFF) Business: Griffon operates through two segments. Consumer and Professional Products (“CPP”)…
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Goldman’s Apple Card business has a surprising subprime problem
The weakest American borrowers are starting to miss payments and default on their loans, and that is showing up at…
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Wall Street’s top analysts are bullish on these stocks amid an uncertain economy
Microsoft Corporation headquarters at Issy-les-Moulineaux, near Paris, France, April 18, 2016. Charles Platiau | Reuters Stocks broke a three-week losing…
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Wall Street’s top analysts pick these stocks as safe bets right now
A logo of the McDonald’s restaurant is seen in the window with a reflection of Kremlin’s tower in central Moscow,…
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Op-ed: Learn to tread water in these stormy markets. Where investors can turn in choppy times
Traders on the floor of the NYSE, Aug. 11, 2022. Source: NYSE As the market reacted in alarm to Federal…
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Wall Street’s top analysts say buy these stocks amid the market uncertainty
Intel Foundry Services will manufacture multiple chips for MediaTek for a range of smart edge devices, the two companies said…
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Wall Street’s top analysts say these are their favorite stocks right now
Uncertainty was a key theme in the past week as the summer rally seemed to run out of steam. As…
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How activist Politan Capital may find an opportunity to trim costs, build value at Masimo
Dobrila Vignjevic | E+ | Getty Images Company: Masimo (MASI) Business: Masimo is a global medical technology company that develops,…
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‘You’ve got to eat’: Energy bills are squeezing businesses and people as UK costs soar
A high street decorated with British Union Jack bunting in Penistone, UK. The End Fuel Poverty Coalition has warned “a…
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This $3.8 billion hedge fund is shaking up the industry with its pay-for-performance model
(Click here to subscribe to the Delivering Alpha newsletter.) When Peter Kraus founded Aperture Investors, he deviated from the traditional active management…
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Wall Street’s top analysts say these are their top picks right now
NVIDIA President and CEO Jen-Hsun Huang Robert Galbraith | Reuters This past week revealed several key economic updates for July,…
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Activist Meister eyes up another possible conglomerate break-up to unlock value
Keith Meister, founder and chief investment officer at Corvex Management LP. Brendan McDermid | Reuters Company: MDU Resources Group Inc.…
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Is the economy in a recession? ‘What you call it is less relevant,’ says one economist: Here’s ‘what really matters’
‘We should have an objective definition’ Officially, the NBER defines a recession as “a significant decline in economic activity that is…
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Here’s where the jobs are for July 2022 — in one chart
Zoom In IconArrows pointing outwards Bureau of Labor Statistics The U.S. economy added many more jobs than expected last month,…
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These stocks are best for the long term, top Wall Street analysts say
Matt Murphy, CEO, Marvell Technology Scott Mlyn | CNBC Investors seem to be welcoming the latest earnings season with fresh…
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Credit Suisse CEO to step down from embattled investment bank, WSJ says
Credit Suisse Chief Executive Thomas Gottstein addresses the Finanz und Wirtschaft Forum conference in Zurich, Switzerland, September 2, 2020. Arnd…
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PayPal veteran Jim Magats is named CEO of MX, the startup that connects banks and fintech players
Jim Magats, former PayPal executive who is being named CEO of the startup MX Photo: Tom Cook MX, the startup…
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Wall Street’s top analysts are bullish on these long-term stocks
Starbucks Irish Cream Cold Brew holiday drink. Source: Starbucks Between the Federal Reserve’s interest rate hike, fresh economic data and…
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Wall Street’s top analysts say these are their favorite stocks right now
The Airbnb logo is seen on a little mini pyramid under the glass Pyramid of the Louvre museum in Paris,…
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Berkshire Hathaway reports operating earnings surge, but posts big investment loss amid market rout
An Andy Warhol-like print of Berkshire Hathaway CEO Warren Buffett hangs outside a clothing stand during the first in-person annual…
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