Portfolio Watch: Don’t turn away from value stocks just yet, says UBS
• UBS writes that despite the recent rally in the S&P 500, it may not be time to shift away from a value orientation in picking equities. In a weekly update it tells investors that while “growth stocks have rallied sharply” from mid-June lows, “lingering uncertainty around inflation” and Fed moves “point toward further outperformance Read More →
Portfolio Watch: Time for a European vacation?
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Portfolio Watch: A soft landing ahead?
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Portfolio Watch: Energy market upended by war in Ukraine
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Opinion: How to respond calmly as an investor to chaos and fear
By Arthur Swalley Last Wednesday, Feb. 23, I wrote the following in a news release: “A Russian invasion of Ukraine appears more likely with each passing day, especially now that the Olympics have ended. U.S. intelligence has 24/7 surveillance of Russian troop movements and communications. Because Putin knows this, he is making no effort to Read More →
Portfolio Watch: All eyes on the Fed
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