GINN News and Press, Goldman Sachs Innovate Equity From 07/29/23

2023-07-29 08:30:00 ET Heading into the 2023 trading year, investors were bracing for a potential recession and a prolonged battle with inflation. Rising interest rates and geopolitical tensions also fueled concerns, as Wall Street came off a serious correction in 2022. Instead of a fur...

2023-07-29 01:54:00 ET Summary While tech companies continue to grind higher on a surge of enthusiasm for all things related to artificial intelligence, relative performance has shifted. A Bloomberg consensus of 2023 U.S. gross domestic product forecasts has growth at 1.3%, a sign...

2023-07-28 05:00:00 ET Summary The Technology industry has surged in 2023, led by the dominant tech giants known as the "Magnificent Seven," increasing concentration risks for cap-weighted indexes. Regulated Investment Companies (RICs) are subject to security concentration limits,...

2023-07-28 00:00:00 ET Summary The current environment looks favorable for equity market neutral, global macro and insurance-linked securities, according to K2 Advisors. Single stock correlations are low on a historical basis, suggesting a favorable environment for equity market-n...

2023-07-26 11:50:00 ET Summary While Q1 2023 ended with the banking instability threatening to erase market gains, U.S. equity markets recovered, and the Syntax US 500 Large Cap Index rose 8.9 % in Q2, driven predominantly by an AI-induced rally. Cooling inflation numbers and expe...

2023-07-25 01:30:00 ET Summary Why the stock market gains we're seeing may not be telling the whole story. Investors may have been too focused on market capitalization in the first half. Finding opportunities in the healthcare sector. The strong market performance ...

2023-07-24 09:36:58 ET Assessing the artificial intelligence sector in the wake of a rally seen earlier this year, Citi said Monday that investors should focus on free cash flow as they review potential AI investments. “We reiterate our positive medium-term outlook on the ar...

2023-07-22 01:15:00 ET Summary We noted in one of our recent commentaries that the very narrow leadership of a small number of mega cap tech stocks seemed to be broadening out to other corners of the market. It’s a good time to revisit this idea, partly because earnings rep...

2023-07-20 08:55:24 ET BlackRock said Wednesday that it remains bullish on artificial intelligence but also warned that market participants need to become selective when it comes to choosing individual names. “We see room to run for the AI theme but are focused on taking a more s...

2023-07-19 10:45:20 ET Global X said Wednesday that it remains bullish about specific market opportunities in the second half of the year, specifically pointing to artificial intelligence as a key source of potential growth. “We believe investors have reasons for optimism in the ...