Buy side Monthly archive

May 26, 2020
Advisory intelligence: Why investors sold large-cap technology stocks
Sponsored content During the first quarter of 2020, as the reality of the Covid-19 pandemic dawned on investors, outflows in the technology sector spiked significantly, compared with all other sectors. The healthcare sector was the only industry to experience inflows, unsurprisingly, but the technology sector saw outflows of more than $25 bn – more than any other sector in the S&P 500 – according to analysis of sector fund flows for the first...
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May 22, 2020
Buy, sell or do nothing? Timing is everything
The first requirement of great comedy is timing: with great timing, an average gag becomes a rib-tickler; get the timing wrong and the best joke elicits only yawns. Good timing transforms the average into the extraordinary. So it is with investing and M&A. And in the current crisis, we are beginning to see some large transactions that will make sense only if the timing proves to be right. But we will not know until the future, perhaps some years out, whether the...
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May 21, 2020
Global fund managers remain bearish
Stocks may have surged from March lows, but investors remain wary of the recovery and are keeping plenty of cash on hand, according to the latest fund manager survey from Bank of America Merrill Lynch (BofAML).  The study, which polled 223 respondents managing around $650 bn, finds a broadly pessimistic mood: only 10 percent predict a V-shaped economic recovery and 68 percent think we are in a bear market rally. Underlining investor concerns, average cash le...
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May 19, 2020
Advisory intelligence: Nasdaq tracks investor inflows and outflows during Covid-19
Sponsored content The analysis paints a picture of how investors reacted to the spread of Covid-19, which caused stock markets to fall around the world and central banks to step in with unprecedented support. As Covid-19 fears spread through the market in early March, every sector took a tumble. But among the worst affected were energy and financials, explains Prab Sagoo, a Toronto-based senior analyst at ...
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May 14, 2020
Advisory intelligence: Investor preferences toward capital allocation
Sponsored content While the 2010s witnessed a boom in shareholder buybacks, investor preferences have shifted in recent years to favoring dividends, according to new research from the Strategic Capital Intelligence team at Nasdaq IR Intelligence. The analysis offers insight into investor views on capital allocation at a time when many companies are faced with difficult decisions around dividends and buybacks as they manage the impact of Covid-19....
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