Topic Intelligence: strategist

Market Watch • 20h ago

Populism lost in Hungary but still may win the war, one strategist argues

A strategist argues Viktor Orban’s defeat was against the prevailing trend, but the Iran war will cement a new global regime of deglobalization, sta...

Bullish 64.8

Market Watch • 21h ago

Keep calm and carry on buying the dip, says JPMorgan

Any investor who has a time horizon of at least three months should use any weakness in stocks to buy, says a new research note from JPMorgan strategi...

Pessimistic -43.0

CNBC Finance • 1d ago

Morgan Stanley predicts these beaten-down Chinese stocks can rebound on easing Middle East tensions

The strategists looked at Chinese companies with significant revenue exposure to the region.

Bullish 64.1

Market Watch • 3d ago

Global chaos is now a permanent guest in your portfolio. Why big tech and emerging markets are essential, says this strategist

The Strait of Hormuz crisis is not an aberration from the new geopolitical order — it is an expression of it and investors need to adjust to this fa...

Bearish -55.0

Market Watch • 6d ago

The market, the Fed and the economy are ignoring war risks, says this strategist

The Fed will eventually have to lift interest rates, no matter the official denials, argues a strategist.

Bearish -55.0

Market Watch • 6d ago

A generational buying opportunity has opened up for U.S. tech stocks, says Goldman Sachs

Investors are now faced with the best opportunity in decades to buy beaten-down tech stocks, say Goldman Sachs strategists.

Neutral 2.4