Monday, August 6, 2018

WSJ: What Are Catalysts?

By SIMON CONSTABLE

You may hear Wall Street analysts opining about “catalysts.” Usually, they are referring to events or revelations that could spark a significant movement in the price of a security.

Consider two recent reports: “Top Picks—25 Stocks with Catalysts,” from Swiss banking firm UBS , UBS 0.25% and “Market Moving Catalysts,” from the Bullseye Brief investment newsletter. What can you expect when reading such reports? Read more here.

Photo by Chris Liverani on Unsplash

WSJ: What's My Active Share?

By SIMON CONSTABLE

Investors recently gained access to more information about how their actively managed mutual funds are managed. Now they need to figure out how to use it. Read more here.

Photo by Robb Miller on Unsplash

Friday, August 3, 2018

Barron's: El Nino Modoki Could Jolt Coffee Market

By SIMON CONSTABLE

It’s time to drop a shot or two of espresso into your portfolio.
After years of sliding, coffee prices look set to jump due to a dry weather system that could stunt next year's crop. Read more here.

Wednesday, August 1, 2018

Korn Ferry: Responding to Europe's Record Heat Wave

The headlines tell it all: Europe's getting baked. July’s unprecedented wildfires in Sweden’s far north have forced town evacuations. Similarly, on the beaches near Athens, Greece, infernos have killed dozens. Britain, the land where rain rarely stops, is afflicted by drought. One utility has even instituted a hosepipe ban.
From the edge of the Arctic tundra down to the shores of the Mediterranean, extreme dry heat is threatening Europe with temperatures at or near the highest on record. The unusual spate of natural disasters has government responders and planners overloaded, but equally challenging are private sector's readiness, and the leadership required there as well. Read more here.

Friday, July 27, 2018

Forbes: Brexit May Slow Britain's Innovation

By SIMON CONSTABLE 

Britain's exit from the European Union may risk the U.K. losing that most valuable of all things: Innovation. At least that's according to one scholar.
It could be a blow to the country's three leading exports, which are defense/aerospace, pharmaceuticals, and financial services. Read more here.

Forbes: Why A Surging Dollar Will Crush Emerging Markets

By SIMON CONSTABLE

The surge in the dollar isn't over yet, and that means bad news for investors in emerging markets.
Beginning in late January the dollar index against major currencies has so far added more than 7% in value, according to government data. The move has come as the U.S. economy has accelerated while growth much of the developed world has remained sluggish. Read more here.

Barron's: Gold Could Be in a Prolonged Tailspin

By SIMON CONSTABLE


Don’t expect gold prices to recover anytime soon, because the strength of the U.S. dollar will keep a lid on any rally at the very least and could push prices for the metal down further. Read more here.