Criteo (CRTO) remains at the forefront of the programmatic buying space, with strong technology and scale advantages, but the key issue here is that its core retargeting business looks to be in decline. In response, Criteo has implemented a new business transformation plan, with a new CEO at the helm.Read More →
© Reuters. Global Entrepreneurship Summit 2019 (GES 2019) By David Shepardson WASHINGTON (Reuters) – The economic impact of Boeing Co’s (N:) planned halt of 737 MAX production will not be considered by U.S. regulators in their ongoing review of when to end the grounding of a plane involved in twoRead More →
Getty Images/iStockphoto What’s factor investing? You’ve read about the stock of the day and the ETF of the week. You’ve got a pile of newspaper clippings about the strategy of the month. You bookmarked an article somewhere about the newest rotation to read later. But, despite it all, you haveRead More →
This was quite a week for US markets, although you wouldn’t necessarily know it if all you were looking at was the relatively pedestrian ~1% gain the S&P had logged through 3:00 PM Friday. There’s a lot to digest in the following chart, and that’s on purpose. I want toRead More →
By Ping Zhou, Chief Investment Officer – Quantitative Investments, China China’s A-share market reminds us of developed markets 20 years ago, in the heyday of quant investing. We on the Quantitative and Multi-Asset Class team at Neuberger Berman have two fundamental beliefs about the onshore-listed, China A-share market: (i) itRead More →
© Reuters. FILE PHOTO: Ceremony marking 1st delivery of Boeing 737 Max airplane to Air China in Zhoushan LE BOURGET, France (Reuters) – Boeing (NYSE:) said on Monday engine issues were the key factor to be resolved in the development of its new 777X aircraft, but that the plane wasRead More →
The escalating trade battle between the US and China shows no sign of easing, which raises questions about the outlook for US equities. Based on year-to-date results, however, across-the-board gains continue to prevail for the major US equity factors, based on a set of exchange-traded funds. The strongest performers –Read More →
Investment Thesis JetBlue Airways’ (NASDAQ:JBLU) business position is an attractive long-term growth investment opportunity; however, the company hasn’t been effective in controlling their costs with earnings coming in lower than last year’s earnings. With the stock trading at a premium compared to competitors and no plan to reverse course, I’mRead More →
Amid investor uncertainty about the state of China’s economy and the effect of trade tensions, Alibaba Group Holding Ltd. will provide its take about consumer spending in the country Wednesday. The Chinese e-commerce giant is due to report fiscal third-quarter results before the market opens Wednesday. The company’s holiday-period resultsRead More →
Oil futures rose Friday for a second straight session, supported by supply concerns tied to Venezuela, but a hefty weekly rise in U.S. crude supplies helped to keep prices lower for the week. Market attention remained fixed on Venezuela, with all eyes on next steps for popular opposition leader JuanRead More →
