Stocks

Some hedge funds thought AI would help them beat the market. Then things got real

The Eurekahedge AI Hedge Fund Index has lagged the S&P 500, proving that the machines aren’t learning from their investing mistakes

3 min read

Bankman-Fried’s crypto empire FTX could be worth $20bn in an IPO

Based on estimates from the company’s leaked financial results, the Bahamas-based crypto exchange could be worth billions in a public stock offering

5 min read

Demographic trends could play into investors' hands

Why healthcare is currently the market’s best sector

Stocks present a rare combination of both growth and defensive characteristics

6 min read

Netflix is an example of a "broken" Faang stock according to Stephen Yiu, who manages the £1bn Blue Whale Growth fund

Faang stocks are ‘broken’ — here are the companies to watch

Investors should look for companies that can survive and thrive in a high inflation environment

3 min read

Crypto bull Mike Novogratz sees further declines for stocks

While `you've already taken your pain in crypto,' there could still be a little more, he says

4 min read

Terry Smith used his annual missive to criticise consumer goods group Unilever, in which he is a top 10 top shareholder

Terry Smith reassures fund investors he is not selling out of UK market

The renowned stock picker dismisses concerns after selling three holdings in British companies last year

3 min read

Elon Musk says he’s ‘sold enough’ Tesla stock, complains about taxes

But the electric vehicle pioneer actually increased his stake in the company after exercising stock options

2 min read

Bank of America analysts have said that calls for investors to boost defensive stocks in their portfolios at the expense of cyclical stocks were misguided

Ignore the new lockdowns — these stocks have further to go, says Bank of America

Improved European vaccine supplies should lead to a sharp rebound in growth by the third quarter

2 min read

The Pfizer-BioNTech Covid-19 vaccine

Vaccine recovery means investors should focus on these stocks, says Bank of America

Value stocks set to outperform growth stocks on vaccine recovery

2 min read

The GameStop market mania has ignited a debate about the role of short-selling in capital markets

EU signals short-selling crackdown amid GameStop mania — raising ire among market bears

Short-sellers may be faced with increased disclosure requirements when targeting stocks in Europe

The EU really wants London's lucrative clearing market, but it might not yet be able to handle the sheer volume of trades

Why the Brexit battle over London’s derivatives dominance may drag on for years

The 18-month temporary equivalence deal for UK clearing houses may be extended by the EU

Amid a GameStop retail army that has piled in to stocks with high short interest, there have been some bright spots for short sellers

These short-sellers are making a killing in defiance of GameStop’s retail army

Some short-focused managers are experiencing a strong start to the year

Brexit has triggered a shift in liquidity in not only stock trading but also in the trading of euro derivatives

Forget stocks. Brace instead for Brexit battle over trillions of dollars in derivatives

The Brexit impact on market share in the global over-the-counter derivatives market may only just be getting started

Xavier Rolet

Xavier Rolet calls London stock trading loss a ‘sideshow’ — the true Brexit barometer is swaps

The interest rate swaps market is a far more important yardstick to measure Brexit's true costs, says the former London Stock Exchange CEO

4 min read

Goldman Sachs and Morgan Stanley are among US stock bulls, saying the GameStop mania is

GameStop becomes blip as Goldman, Morgan Stanley see stock rally raging on

Goldman Sachs said that while the surge in retail trading may continue, earnings, valuation and economics support S&P 500 rising 16% to 4300 this year

2 min read

Allianz’s chief economic adviser Mohamed El-Erian has tweeted about speculation on whether silver may be the next target of the Reddit investors

El Erian: Silver’s rally may be bullish sign for stocks

El-Erian said the focus on silver could lessen volatility in the equities market

2 min read

BlackRock, the world's largest provider of exchange traded funds, was one of the big winners from GameStop's surging share price

BlackRock’s $3bn gain shows how GameStop could rally to ‘become like Tesla’

Passive investors are playing a big part in helping to fuel GameStop's rally and prevent declines in the stock

3 min read