Jonathan Kitchen By Nikhil Mohan, Economist, Franklin Fixed Income On a monthly basis, US headline and core Consumer Price Index (CPI) topped expectations-both rising 0.4%. The core measure has now risen at that pace for three successive months. While the pace of increase remained unchanged at 0.5% for core services (which is still more than…
tum3123/iStock via Getty Images Three things we are thinking about today: China-Signs of a rebound: Purchasing manager indexes in China rebounded in March, with the Caixin/S&P Global index reaching its highest level in over a year. Drivers of the rebound included rising raw material purchases and inventories. Chinese industrial companies may be restocking ahead of…
scyther5 CEFA: Welcome to CEF Insights, your source for closed-end fund information and education, brought to you by the Closed-End Fund Association. Today we are joined by Axel Merk, President and Chief Investment Officer for Merk Investments. Merk Investments is the investment advisor of ASA Gold and Precious Metals Ltd. (NYSE:ASA). We’re so glad you…
erdikocak CEFA: Welcome to CEF Insights, your source for closed-end fund information and education, brought to you by the Closed-End Fund Association. Today we are joined by Tony Huang, Portfolio Manager with Advent Capital Management. Advent manages the Advent Convertible and Income Fund (NYSE:AVK). We’re happy to have you with us today, Tony. Tony Huang:…
yusnizam As active managers, our sector analysts are constantly working behind the scenes evaluating companies, building shopping lists, and finding opportunities. So, what do they think could go right in their sector this year? They answered. Sector: Life Sciences/Healthcare Within healthcare, an area that has been negatively impacted the last couple of years is the…
monsitj CEF Insights Quarterly Review January 2024 Interview – Tom Roseen CEFA: Welcome to CEF Insights, your source for closed-end fund information and education, brought to you by the Closed-End Fund Association. Today, we are joined again by Tom Roseen, Head of Research Services with LSEG Lipper, and author of the Fund Market Insight Report,…
The 54th World Economic Forum in Davos gathers global leaders to discuss challenges ranging from geopolitical tensions to AI impact. Key themes include security, economic growth, AI ethics, and climate strategy. From January 15 to 19, 2024, the small Swiss alpine town of Davos will once again become the epicenter of global discussions with the…
tadamichi By Hamish Preston Many investors use the start of the year to make predictions for the upcoming year and to think about ways to express views on these themes. This undertaking is not guaranteed to add value: predicting the future is incredibly difficult, and success requires correctly predicting both the drivers of future performance…
JHVEPhoto Novo Nordisk (NVO) reported a strong set of Q3 results (November 2nd), beating analyst consensus on both top line and earnings. In addition to strong financials, the latest results on Novo’s SELECT CVOT study highlighted that Wegovy/ Ozempic treatment may cut the risk of death on cardiovascular disease by 18%, following a string of…
Charday Penn Company Website Blackstone Secured Lending Fund (NYSE:BXSL), managed by Blackstone Credit BDC Advisors LLC, stands as a key player in the Business Development Company (BDC) sector. This report delves into BXSL’s investment strategy, portfolio composition, financial performance based on the latest Q3 2023 Earnings Report, and comparative analysis with industry standards, notably Ares…
Bitcoin and Austrian Economics have been subjects of much interest and discussion in recent years. In this article, we will explore the basics of Bitcoin, delve into the principles of Austrian Economics, and examine the unique insights provided by Tuur Demeester, a renowned expert in both fields. The Role of Bitcoin in Today’s Economy Moreover,…
gorodenkoff/iStock via Getty Images Background In this article, I have consolidated the recent financial disclosures from lidar companies, reflecting on their Q3 results and giving readers an insight into their cash runway and overall progress within the sector. I have built on the groundwork in my previous article and revised the table format to offer…
tum3123 While China’s recovery will aid trade and benefit other emerging markets (EMs), at a sector level, local, consumption-driven growth will remain a core theme for many EM economies, according to Franklin Templeton Emerging Markets Equity. Three things we are thinking about today: Golden Week: The first week of October in China is known as…
In the world of finance, Bitcoin has emerged as a game-changer. This novel virtual form of money has the potential to revolutionize the global economy and transform the way the world conducts transactions. However, as with any disruptive innovation, the intersection of strategic competition and digital currencies raises crucial questions and challenges. To shed light…
Plug Power Inc. (NASDAQ:PLUG) Unveiling the Potential of Liquid Hydrogen: Innovative Solutions and Market Insights Conference Call September 27, 2023 12:00 PM ET Company Participants Chris Rial – Director Business Development Ian Richardson – Product Development, R&D Manager, Plug Power’s Hydrogen Liquefaction Program Operator So good morning, afternoon, evening everyone. Welcome to this month’s episode…
fmajor/E+ via Getty Images Introduction Marinus Pharmaceuticals (NASDAQ:MRNS), focusing on seizure disorders, got FDA approval in 2022 for Ztalmy (ganaxolone) to treat seizures in CDD patients over two. Ganaxolone, affecting GABAA receptors, shows anti-seizure effects. Marinus aims to expand its use and application methods. In my most recent analysis of Marinus, I highlighted their strategic…