Marathon Asset Management LP is staying away from software for now as its chairman Bruce Richards predicts default rates of ...

He said the Middle East headlines are playing into well-established trends in favor of industrials and military contractors. His strategy started flagging those companies when Russia invaded Ukraine ...

Fresh allocations to spot bitcoin ETFs suggest investors are growing more comfortable despite the asset still being down 16% ...

A major market fear is crushing valuations in one of the market's most powerful dividend growth sectors. Read the full ...

Rebecca Teltscher says Middle East tensions signal a geopolitical shift reshaping energy investing, commodity markets and global liquidity risks.

UBS now warns private credit defaults could hit 15% under a severe AI disruption scenario. Software-heavy lending portfolios ...

Investors are dumping publicly traded private credit funds as they take losses on bad loans and concerns intensify that AI will wreak havoc on the software companies they have financed.

Executive summaryThree-way collaboration unites "operations and decision-grade portfolio strategy": aedifion, Green Fusion and Optiml connect building-level EMS/BMS optimization with portfolio ...

Morgan Stanley Technology, Media & Telecom Conference 2026 March 4, 2026 11:30 AM ESTCompany ParticipantsDennis Woodside - ...

Goldman Sachs chief executive David Solomon said he was surprised about a muted reaction to the wave of strikes, but investor fears have started to grow.

Michael Burry, who bet against Nvidia and Palantir with put options worth $1.1bn, has reportedly taken a long position in Adobe, sending shares up nearly 4% on Tuesday.

Major stock indexes closed lower Tuesday as the conflict in the Middle East escalated, but pared steep declines after ...