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Pimco, Fidelity Stick With UK Gilt Bets After Market Turmoil
  • January 10, 2025

Pimco, Fidelity Stick With UK Gilt Bets After Market Turmoil

(Bloomberg) -- Pacific Investment Management Co., Franklin Templeton and Fidelity International are among investors sticking to their bets on UK government bonds after this week’s slump, with some looking to buy more. Most Read from BloombergWhat Robotaxis Brought San FranciscoNYC Condo Owners May Bear Costs of Landmark Green Building LawAmbitious High-Speed Rail Plans Advance in the Baltic RegionNYC’s Subway Violence Deters Drive to Bring Workers Back to OfficeDutch Central Bank Restores Amster

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Cboe Global Markets initiated with a Market Perform at William Blair
  • January 10, 2025

Cboe Global Markets initiated with a Market Perform at William Blair

William Blair initiated coverage of Cboe Global Markets (CBOE) with a Market Perform rating and no price target The firm does not expect multiple expansion for the shares as zero days to expiration options mature and the company’s derivatives revenue growth normalizes. Cboe’s strategic initiatives should support margin stability, higher capital return, and organic growth, however, and this should drive earnings growth in the mid- to high-single digits in 2025 and 2026, the analyst tells investor

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Citi expects rally in global stocks to extend into 2025, sees 10% EPS growth
  • January 10, 2025

Citi expects rally in global stocks to extend into 2025, sees 10% EPS growth

The Wall Street brokerage forecast the MSCI All Country World Index Local, a benchmark performance gauge of world stocks, to hit 1,140 points by the end of this year, implying a 10% upside to its last close of 1,035.46. Citi estimated a 10% earnings-per-share(EPS) growth for global equities, slightly below analyst consensus of 13%, adding that U.S. and emerging market regions could see the strongest EPS growth of about 15%. Maintaining its "overweight" stance on U.S. equities, Citi said President-elect Donald Trump's policies are "a key source of uncertainty, as tariffs, tax cuts and deregulation will bring a complicated mix of favorable and adverse economic effects."

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Trader confidence in sterling takes a dive on bond market turmoil
  • January 10, 2025

Trader confidence in sterling takes a dive on bond market turmoil

Traders' confidence in the pound has taken its biggest dive this week since the 2022 UK budget crisis, according to the options market, as a global bond selloff added to growing unease over Britain's finances and sent bond yields to 16-year highs. The options market shows traders are positioned more bearishly against the pound than at any time since early 2023, as the market was emerging from the wild swings unleashed by then-Prime Minister Liz Truss' mini-budget in September 2022. This week, 10-year gilt yields have risen by a quarter point to a high of 4.925%, the most since 2008, echoing a sell-off in U.S. Treasuries that has rippled through global bond markets, punishing UK debt harder than most.

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JMP Expects a ‘Value-Creating Year’ for These 2 High-Yield Dividend Stocks
  • January 10, 2025

JMP Expects a ‘Value-Creating Year’ for These 2 High-Yield Dividend Stocks

Every investor is in the markets to find a return, and there are as many investing strategies as there are investors. Some prefer to play defense, looking for stocks that will offer slow and steady returns no matter what happens, while others prefer a more aggressive stance, finding higher-risk stocks that generate larger returns in the short run. And some investors prefer a balanced strategy, combining both low- and high-risk shares. Dividend stocks form a key part of any stock strategy, as eit

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