Jen Redding
Sr. Analyst, Equity Research at Wedbush Securities
Latest: We see progress to 2023 targets as encouraging and see levers for continued growth including innovation, financial/channel flexibility, and continued strong cash flow, but remain Neutral given our ...
Marguerita Cheng
Chief Executive Officer at Blue Ocean Global Wealth
Latest: If you have some extra capital, you have a long-time horizon and it’s consistent with your investment objective, this may be something that you may want to consider.
Kristina Hooper
Chief Global Market Strategist at
Latest: Since the beginning, I haven’t found any compelling reason why China would want to make major concessions to the U.S.,. I always expected that either the U.S. would accept minor concessions around ...
Helima Croft
Managing Director at RBC Investor & Treasury Services
Latest: Trump has sanctioned two OPEC countries and is calling on OPEC now to dig him out of the hole he helped dig.
Kim Forrest
Vice President, Partner & Senior Portfolio Manager at Fort Pitt Capital Group
Latest: Happiness is a low bar. The Street would just like to see America and China continue to talk because the problems that separate the two sides are so profound, but we think as long as they’re talkin...
Katie Schoen
Manager of Private Wealth Management Equity and Fixed Income Research at Robert W. Baird & Co
Latest: It’s never a bad thing when you have a takeover offer at a price higher than your current per-share price.
Emmy L. Bernard
Senior Managing Director, Client Development at Foreside
Latest: Foreside is committed to delivering innovative services that not only meet current requirements, but also anticipate emerging regulatory and marketplace developments.
Mindy Diamond
President and CEO at Diamond Consultants
Latest: Despite the negative messages that circulate the industry, it is indeed a seller’s market. Advisors with high-quality, growing businesses still hold all the cards.
Jane Nowak
Senior Financial Advisor at Wealth and Pension Services Group
Latest: We're in an increasing–interest-rate environment, so that calls for active management. If you're in [passive] bond ETFs, you might want to consider moving to an actively managed strategy.
Mariana Bush
Head of CEF/ETF Research at Wells Fargo Investment Institute
Latest: Choose only ETFs with $100 million in assets or more; anything smaller may struggle to ride out a rough patch.
Stephanie Link
Managing Director, Head of Global Equities Research and US Portfolio Manager at TIAA Investments
Latest: It trades at ten multiple and okay fine if you think those numbers have to come down. It's still at a really reasonable valuation and you've got this leadership that is actually putting a game plan...