Lendlease Group (LLESF) (FY 2026) Earnings Call Highlights: IDC Beats Guidance, CRU Losses and …
This article first appeared on GuruFocus. IDC Earnings per Security: $0.337 per security for FY26, at the top…
Morgan Stanley (MS) Q2 2026 Earnings Call Highlights: Record Revenues and Strategic Growth …
This article first appeared on GuruFocus. Revenue: $21.3 billion for the second quarter. Earnings Per Share (EPS): $3.46,…
What it really takes to serve ultra high net worth clients
Most firms think they are ready for the ultra high net worth market. Most are not. After more…
Trillions in US Retirement Dollars Flow Into Opaque Trusts That Rival ETFs
At the heart of the US retirement industry, underpinning the later-life plans of millions of Americans, is a…
SA’s asset management industry faces a maths brain drain
Alexforbes head of research Premal Ranchod has pulled no punches in dissecting the challenges the finance and asset…
Obesity, M&A, Biotech Resurgence: A 2026 Guide to Health Stocks
The health-care corner of the US equity market has traditionally been viewed as defensive, thanks to steady growth…
Big Shift in AI Stock Trade Drives Hunt for New Stars in Asia
The hunt is on for new Asian equity winners from the artificial intelligence trade, as a technological shift…
Rare Inflation Flip Gives Emerging Markets Edge on Rich Nations
A rare turn in global inflation trends is expected to inject fresh momentum into this year’s rally in…
Troubled Nations Mount Comeback to Debt Markets Amid Yield Hunt
Some of the world’s riskiest sovereign borrowers are returning to international debt markets, taking advantage of increasing appetite…
Big Tech Earnings Reveal Cracks in Case for Massive AI Spending
A week that saw the Federal Reserve cut interest rates and dozens of US companies report earnings nevertheless…
China AI Push Led by DeepSeek Threatens US Rally, Australian Pension Fund Warns
Cheaper artificial intelligence tools from China threaten to trigger a sudden sell-off in US tech giants betting on…
Norway Wealth Fund CEO Says AI Ends the Need for Climate Hires
Norway’s sovereign wealth fund, the world’s biggest, is giving artificial intelligence a key role in protecting its $2…