Weekly Stock Bullfinder - Week of 6/27
The Ukraine/Russia war has been the significant geopolitical event this year that has dominated market headlines with the different twists and...
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U.S. Healthcare Sector: Ride Out Market Turmoil with High-Quality Large-Cap Ideas
Healthcare sector is expected to remain resilient to the inflation worry and outperform broader market in near-term. This insight highlights top...
272 Views
Novo Nordisk: Record Exposure, Moves to Largest Global Overweight
Exposure in Novo Nordisk A/S (NOVOB DC) hits all-time highs among active Global managers, overtakes Visa (V US) and Roche Holding Ag (ROG SE) as...
201 Views
U.S. Elections and ESG: Impacts on People, Planet… and Profit (North America)
In U.S. Elections and ESG: Impacts on People, Planet… and Profit, I discussed major universally-relevant implications of the 2020 U.S. elections...
342 Views
U.S. Equity Strategy & Sector Commentaries: Defensive Sectors Leading = Unhealthy Market
The “Big” rally has now faded less than a week from its start. While many point to a robust economy, strong GDP, and a strengthening U.S. dollar as...
398 Views