Market Dispersion

Search documents
How the Fed rate cut creates a bigger gap in returns
Yahoo Finance· 2025-09-18 05:23
Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. Markets are in an era of growing dispersion. Is your portfolio ready? In this episode of Stocks in Translation, BlackRock head of model portfolio solutions Michael Gates joins host Jared Blikre and Senior Reporter Allie Canal to look at dispersion in today’s markets. Gates provides insight on how to navigate it amid current market dynamics, focusing on economic growth and investment strategi ...
AI trade is showing more discernment in who does well, says Schwab's Liz Ann Sonders
CNBC Television· 2025-07-17 18:54
For more, let's bring in Lisanne Saunders. She's the chief investment strategist at Charles Schwab. You know, things are changing, Lisanne, when you start to see the new monikers uh to try to group, you know, group things together for the new Nothing seems to be getting in front of this AI trade, though.Yeah. No, but but I think there's there's more discernment in terms of what does well. And you're right, the moniker do change now.I've been hearing more of the MAG 3 earlier this year instead of the MAG 7. ...