As a stock, Apple continues to be under-appreciated and under-owned by asset managers and individuals. It’s not a hyper growth stock that typical growth investors love to buy and it’s not a classic value stock that a deep value manager gets intrigued by.
Stocks marched higher during the past three months, marking the fifth consecutive quarterly advance since the pandemic-induced crash last year. Value stocks continued their upward momentum but did give up some of their gains relative to growth stocks in June.
Debates continue to run rampant during the last six months of the London Interbank Offered Rate (LIBOR) benchmark. Some think the Secured Overnight Financing Rate (SOFR) benchmark is the perfect unitary solution. Meanwhile, others believe that a multi-benchmark environment is best. As a result, uncertainty, confusion, and opinions have started to muddle the path of “Life after the LIBOR”.
Debates continue to run rampant during the last six months of the London Interbank Offered Rate (LIBOR) benchmark. Some think the Secured Overnight Financing Rate (SOFR) benchmark is the perfect unitary solution. Meanwhile, others believe that a multi-benchmark environment is best. As a result, uncertainty, confusion, and opinions have started to muddle the path of “Life after the LIBOR”.
There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.
Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.
In October, Goldman Sachs strategists cautioned investors to be prepared for stock market returns during the next decade that are toward the lower end of their typical performance distribution.
Catalyst Funds
Rational Funds
Strategy Shares