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MiB: Savita Subramanian, US Equity & Quantitative Strategy, Bank of America

The Big Picture

Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco. He also serves as the lead portfolio manager for multi-sector & derivative-based strategies. She also leads the firm’s environmental, social and governance research. His podcast is “ The Sherman Show.”

Banking 170
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How to Protect Your Portfolio

The Irrelevant Investor

If there was a way to protect your portfolio from periodic blowups like the one earlier this year, would you want it? These strategies are neither good nor bad and like everything else, it depends how you use them in concert with the rest of your portfolio, how much they cost, and what you're trying to accomplish.

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: Invenergy marks largest acquisition yet with $1.5 bln deal for AEP unregulated renewable portfolio

MarketWatch

Invenergy LLC said Thursday it’s taking part in its largest acquisition since the private wind, solar and natural gas developer was founded in 2001 with a deal to buy a 1,365-megawatt (MW) unregulated, contracted renewables portfolio from American Electric Power AEP for $1.5 billion in enterprise value including debt.

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Top Indian Stocks held by Government of Singapore – Portfolio Analysis

Trade Brains

Shareholdings and portfolio as of June 30, 2023, for the GOVERNMENT OF SINGAPORE. The residential, commercial, retail, property management, and hospitality sectors are all included in The Prestige Group’s property portfolio. The government of Singapore owns 49 stocks with a net worth of more than Rs. Stock P/E (TTM) 74.75

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At the Money: Forecasting Recessions

The Big Picture

To help us unpack all of this and what it means for your portfolio, let’s bring in Claudia Sahm. 2001, the bursting of the dot com bubble. Where did the 2001 recession show up in the data? Claudia Sahm : In 2001, we saw the unemployment rate rise, not as much as in 2008 or in 2020. Claudia Sahm : It varies.

Economy 296
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10 Monday AM Reads

The Big Picture

Survival Lessons From Past Tech Downturns : The current tech downturn could be much worse than it appears now, say those who lived through the 2001 and 2008 crashes—but those who make it have the chance to fuel the next bubble. No, but everyone is enjoying the charade. Economist ). Wall Street Journal ). • Gen Z came to ‘slay.’

Math 304
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Don’t Get Fooled Again By the Nasdaq

Validea

so far in 2023—its best January performance since 2001, according to Dow Jones Market Data. While historically that would be cause for celebration, looking back to 2001 might make some investors more cautious, contends an article in MarketWatch. last year, and has rallied 10.7% It then plunged 30.2%