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Politics And The Markets 05/03/26

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Geopolitical Shocks And Portfolio Construction

By Erik L. Knutzen, CFA, CAIA Investors should try to respond not to the events

UK wage growth edges down as labour market eases

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories

When Momentum Loses Momentum | Seeking Alpha

By Andrew Ang, PhD Originally published on September 29, 2023 When Momentum Loses Momentum There’s

Israel orders freeze on crypto accounts in bid to block funding for Hamas

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories

Characterization Of Cirrus Logic’s Fiscal Year 2024 And A Little Beyond (NASDAQ:CRUS)

Cirrus Logic (NASDAQ:CRUS), similar to other technology companies, continues its out-of-favor status. Several factors drive

Hamas-Israel war tests a US defence sector already strained by Ukraine

US arms manufacturers are preparing to surge weapons supplies to Israel at a time when

W. P. Carey Stock: A Buy, Following Its Office Spin-Off (NYSE:WPC)

W. P. Carey (NYSE:WPC) decision to exit from office seems to be a good move

China’s economy: five things to look for in the latest growth figures

China will on Wednesday release third-quarter economic growth data as Beijing chases a target of

FB Financial Stock: Struggling, But We See A Trough Ahead (NYSE:FBK)

We were just asked about FB Financial (NYSE:FBK) earnings. We have not checked in on

Binance stops accepting new UK customers after regulatory crackdown

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories

Sunnova Energy International: Potential Further Downside On Weak Fundamentals (NYSE:NOVA)

Investment Thesis Sunnova Energy International Inc. (NYSE:NOVA) has been on a downward trajectory since hitting

Weak Chinese EV demand drives down battery metal prices

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories

LivaNova Stock: Selloff Corroborated By Long-Term Economic Prospects (NASDAQ:LIVN)

Investment updates Investors continue to sell shares of LivaNova PLC (NASDAQ:LIVN) with the equity stock

Donald Trump says he will testify in London lawsuit over Russia dossier

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories

Thinking International: The Case For Currency Hedging

By Bradley Krom, Lonnie S. Jacobs and Brian Manby, CFA This blog post is the