Investors should disregard macroeconomic headwinds and focus on individual company fundamentals, according to Bryn Talkington ...
In the first episode of FTSE Russell Convenes, Season 4, Michael Brandt, Professor of Finance, Duke University at The Fuqua School of Business, discusses the importance of market structure and time ...
Forbes contributors publish independent expert analyses and insights. The consolidated reporting charts are for informational purposes only and should not replace the official reporting made available ...
This paper studies the critical but underexplored role of subcontracting in shaping the spatial and firm-level effects of federal government spending. Using newly available data on defense subcontract ...
We remain pro-risk and see the AI theme still the main driver of U.S. equities. Identifying the winners as AI revenues spread is an active investment story. U.S. stocks rose. PCE inflation data ...
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