Leslie P. Norton

Plus: Blockbuster Q1 S&P 500 earnings, and five years after Engine No. 1 vs. Exxon.

Causeway’s Sarah Ketterer on how AI will ultimately benefit software stocks. Plus, a positive outlook for international cyclical stocks, and active management vs. activism.

Plus: a guide to Big Tech earnings, what Vanguard investors did during the war, and the case for recycled plastics.

Among the trends, expect higher oil prices for longer, reshoring, energy saving, and a better outlook for gold.

Analysts credit robust earnings, decent valuations, and continued hopes of a resolution as helping the market overcome the war and other concerns.

While a rate increase is still seen as unlikely, here are the areas to watch should it happen.

Plus: The fertilizer supply shock.

Analysts say the US currency’s long-term prospects still appear weak, owing to rising debt burdens and policy uncertainty.

The Takaichi government’s growth plans and foreign investor interest could lift TOPIX.

Only one of the five classic moat pillars has predictive power today, says Westwood’s Adrian Helfert.

Neuberger Quality Equity’s manager sees Elon Musk’s space exploration firm as “a classic disruptive, innovative business.”

Tax cuts, dropping interest rates, and falling oil prices should lift median US earnings.

Sigel explains the leverage-driven selloff and his view of the long-term bull case for crypto.

‘This is actually worse than dot-com,’ Jain says.

Ten stocks and ETFs for forestry and carbon capture plays.

Chung followed internet stocks before their collapse. Here’s why he doesn’t think this is a repeat.

The rise of BRICS will rearrange how investors allocate wealth, according to Pictet’s Vassalou.

As China’s market hits multi-year highs, a look at some moaty, undervalued stocks.

Meltdowns follow melt-ups, and one could spring from Trump’s attacks on Fed independence, the veteran strategist says.

Vert Asset Management’s Adams on why he likes Mid America Apartments, Digital Realty, and British Land.

Morningstar launches coverage of five Japanese trading house stocks.

8 takeaways from a panel about materiality. Financial relevance matters for values-based investors, too.

The charms of cheap stocks and rock-bottom borrowing rates despite a trade war.

The firm’s content moderation approach raises concerns about regulation and advertisers.

Artificial intelligence, child safety, DEI, and charitable giving are on Apple’s proxy-voting ballot.