Matt Maley of Miller Tabak & Co talks about how the current reporting period could pan out for some widely-held tech stocks that he says have yet to outperform.
Following Coinbase's market debut on the Nasdaq, Axel Merk of Merk Investments talks about the pros and cons of the various ways companies can go public. He singles out direct listings as a good method for those that can take that route, saying they push firms to take on more responsibility.
Michael Fredericks of BlackRock says there's not a lot of available yield out there, but income investors can still find upside thanks to the U.S. economic momentum strong fiscal support.
Charles Bobrinskoy of Ariel Investments thinks investors can take advantage of the low-rate environment with value stocks, saying they're making money now until such time that interest rates climb back up to normal levels.
Pictet Wealth Management's David Gaud says it's too early to re-enter the long end of the Treasury curve, given the current volatility in the bond market.
Jessie Liu, CFO at Tuya, says the U.S. capital market has smart, mature investors who have a deep understanding of innovative tech companies.
Blackrock's Thomas Taw discusses the recent pull-back in global tech stocks and shares his long term market views.
Min Chen of Somerset Capital Management says the HSI overhaul will help prevent overconcentration of risk and help passive investors.
Morgan Stanley Investment Management's Andrew Harmstone discusses the risk levels for equity markets in relation to U.S Treasury yields.
Albion Financial Group's Jason Ware believes the current secular bull market still has more room to run. He outlines what could halt the rally.
UBS' Wendy Liu discusses China markets and favored sectors ahead of the China Two Sessions this week.
Despite the strength of the British pound against the USD, Deutsche Bank's Sameer Goel doesn't expect a big break out in the currency by summer time.
Steve Chiavarone of Federated Hermes says the expected activity uptick in value cyclicals opens an opportunity for investors.
UBS' Thomas Fang discusses the vast ESG opportunities across China's energy and transport sectors.
Peter Andersen of Andersen Capital Management lays out a bearish case for electric vehicle stocks, bitcoin, and special purpose acquisitions companies, but says cybersecurity stocks are likely to increase in value.
Jurrien Timmer of Fidelity Investments says it is likely that there will be some inflation in the U.S. but he is not concerned about this becoming a structural issue.
Shane Oliver from AMP Capital believes it is still a long way before "good news for the economy becomes bad news for markets", with no easing of monetary policy just yet.
Kingsley Jones from Jevons Global provides some of his stock picks for long-term investment, highlighting oil majors and other service-driven oil companies in the energy space.
In the event of a market sell-off, stocks that most people have come to "know and love" will continue to attract investors who may be looking for a lower buy-in, says JJ Kinahan of TD Ameritrade.
Nupur Gupta of Eastspring Investments shares her asset allocation strategy for Asia, and explains why she sees prospects in Southeast Asia.