News 

Nestle confirms outlook as volume growth picks up

“Food group Nestle confirmed its full-year guidance after organic sales growth accelerated to 2.8 percent in the first quarter of 2018, helped by improving volumes” writes Jason Adlen for cnbc.com. Volume growth picked up to 2.6 percent, from 1.2 percent in the final quarter of 2017, but prices rose by only 0.2 percent, Nestle said in a statement.The maker of KitKat chocolate bars and Maggi soups confirmed on Thursday its target to grow organic sales by 2-4 percent this year and improve its trading operating margin. Growth in the Americas…

Read More
News 

‘We have a very strong outlook on China,’ says Eastspring portfolio manager

“But the long-term view on China remains positive, Sarah Lien, client portfolio manager at Eastspring Investments, told CNBC’s”Capital Connection.”” writes Yen Nee Lee for cnbc.com. The U.S. may have lashed out against China in recent weeks, but at least one portfolio manager remains “very” optimistic about the prospects of the world’s second-largest economy. Source: cnbc.com Share This:

Read More
News Stocks 

Fidelity Investments: Valuations, Quality and Dividends Will Drive Stocks

“When it comes to value stocks, while valuations are elevated, Matthew Friedman, portfolio manager for the Fidelity Value Strategies Fund, said there are still some good, high-quality value stocks to invest in” writes Donna Fuscaldo for investopedia.com. With volatility back with a vengeance and concerns mounting that growth stocks are overvalued, Fidelity Investments fund managers are focusing more on choosing stocks that are high quality, properly valued and paying out dividends.The fund manager pointed to Apple Inc. (AAPL) as another example of a company with a big moat.The fund manager pointed…

Read More
Markets News Stocks 

Cramer Remix: Ignoring Washington negatives could benefit your portfolio

“For CNBC’s Jim Cramer, there’s always a better time to get out of stocks than during a major marketwide sell-off” writes unknown author for cnbc.com. “We got too negative Friday, and if you really wanted out, the market always gives you a better time to sell.”. Cramer pointed to Sunday night, when investors and market-watchers alike anxiously awaited news about Chinese retaliation to Trump’s $100 billion tariff proposal. Source: cnbc.com Share This:

Read More
News Stocks 

Investors need to lower their expectations

“According to Timmer, stocks won’t necessarily suffer a major decline, thanks to strong earnings growth, but investors should lower their expectations” writes Kara Chin for businessinsider.com. Fidelity director of global macro Jurrien Timmer says its time for investors to lower their expectations.Things have been too good to be true for investors for the past few years.He said the thing he is most worried about investors getting wrong is having an overallocation to equities as that part of their portfolio has grown.The good news, according to Timmer, is that “over the…

Read More
News 

This unique mutual fund charges less than an index fund if it underperforms

“Index funds tend to have superior track records against actively managed mutual funds, in part, because of low fees” writes Investing Columnist for marketwatch.com. The company’s new AB FlexFee Large-Cap Growth Portfolio FFLYX, +1.06%  follows the same strategy as the $6.5 billion AB Large-Cap Growth Fund APGYX, +1.07% which has outperformed its benchmark index over the long term.Keep in mind that the new fund is following precisely the same strategy as the AB Large-Cap Growth Fund, which Caruso has been in charge of since 2012. Source: marketwatch.com Share This:

Read More
News 

China holding Treasuries, keeps ‘nuclear option’ in trade war…

“But officials signaled no interest for now in bringing their vast holdings of U.S. Treasuries to the fight” writes Trevor Hunnicutt for reuters.com. Even if the likelihood of a change in Chinese policy regarding its Treasuries portfolio remains low, investors are sensitive to the risk any big shift would pose to world financial markets, where Treasuries are a global benchmark asset. Source: reuters.com Share This:

Read More
Markets News 

This asset manager tells you how to prepare for a market correction

“The best way to prepare for a market correction is by putting money on companies that can deliver growth, one asset manager told CNBC, as talk of a potential stock market crash grows” writes unknown author for cnbc.com. In this scenario, investment strategy should focus on the quality of the companies, Eric Ervin, chief executive officer of Reality Shares — an investment platform — told CNBC Wednesday morning.”Trim the junk out of your portfolio and hold on to that high-quality growth component of the portfolio,” he said.”These are the companies…

Read More
Markets News Stocks 

FANG stocks’ bite has U.S. fund managers looking for alternatives

“On Tuesday, an index which tracks the FANG stocks along with six other mega-cap technology stocks tumbled 6.3 percent, the biggest decline since September 2014” reports businessinsider.com. Fund managers say that the high valuation of FANG stocks and the likelihood of regulation are pushing them into traditional value stocks like energy and defense companies.Even after the selloff, FANG stocks continue to trade at higher valuations than the broad market. Source: businessinsider.com Share This:

Read More