A UBS survey of billionaire clients indicates a shift in investment preferences from US assets to Western Europe and China for the next year. Notably, 40% see opportunities in Western Europe, with concerns over tariffs and geopolitical risks impacting decisions. Private equity remains favored, while interest in North America declines.
monday.com Ltd. (MNDY) has seen a significant decline of over 40% in the past year, despite strong growth in revenue and customer retention. The company demonstrated impressive Q3 2025 results, achieving $317 million in revenue and significant EPS growth. Analysts suggest it’s undervalued, recommending a “Buy” with a $186 price target, indicating potential upside.
Siemens Energy is rated a Strong Buy due to significant margin expansion, a robust €138 billion order backlog, and advantageous valuation. With growing revenues and management guidance indicating doubled profit margins by 2028, the company is poised to capitalize on global energy transition demands, despite risks in its wind division.
In 2025, active ETFs saw nearly $400 billion in net inflows, marking a significant shift in investor habits toward professional money management. Transparent active ETFs have gained traction, particularly in fixed income. Thematic ETFs and gold strategies also rebounded, with thematic inflows reaching $41 billion, indicating evolving asset allocation strategies.
Analysts remain bullish on Nike and Nvidia, maintaining buy ratings ahead of significant earnings reports. Nike’s recent price pullback is viewed as an opportunity, while Nvidia’s broadened engagement in healthcare and AI positions it strongly, despite a recent stock dip due to SoftBank’s stake sale. Instacart has also received upgrades following earnings beat.
The research paper “Time to Go Big on Commodities?” suggests a potential shift towards commodities outperforming equities, as seen historically after periods of extreme undervaluation. Key similarities across past inflection points include significant commodity price drops, exuberant equity markets, and changes in monetary policy, implying a possible mean-reversion in wealth-to-GDP.
Warren Buffett’s journey to wealth speaks volumes about life lessons, especially for those in their 40s. His wisdom emphasizes legacy, realistic investments, and prioritizing solutions over problems. By focusing on what truly matters, individuals can set attainable goals, develop a financial strategy, and create lasting impacts for future generations.
Investors seek exposure to Emerging and Frontier Markets, favoring India for its favorable demographics, “friendshoring,” and market-friendly government. EM ex-China is supported by AI/semiconductor/EV demand, while Argentina transitions to market-friendly reforms. Greece presents a value opportunity, and Brazil benefits from lower U.S. Treasury yields and weaker U.S. dollar. (Word count: 50)
Vanguard offers popular ETFs like Total Stock Market and S&P 500, but lesser-known options also deserve attention. Vanguard Small-Cap Value ETF (VBR) outperformed peers by 2% annually over a decade. Vanguard Total International Bond ETF (BNDX) offers diverse foreign bonds with low risk and fees. Vanguard Total World Stock ETF (VT) provides broad global stock market exposure.
The “2024 Trends in Investing” report revealed that 89% of financial planners recommend investing in exchange-traded funds (ETFs). With over 3,000 options available in the U.S., new investors can find suitable ETFs. Five top ETFs include SPY, VOO, JEPI, XLE, and QQQM, offering diverse features and benefits for different investment preferences.
Equity growth investing has been rewarding in 2024, but concerns about concentration, valuations, and economic uncertainties have arisen. ETFs like QQQ, SPYG, and QGRO offer different approaches to growth, with varying sector allocations and risk management strategies. GARP strategies and moat investing also provide alternative paths to capture growth while managing risk.
U.S. investors grapple with uncertainty over potential interest rate cuts in 2024, altering fixed income strategies. Panelists discuss inflation, predicting only one rate cut and highlighting appealing fixed income areas. T. Rowe Price’s Ultra Short-Term Bond ETF and PIMCO’s Multisector Bond Active ETF offer attractive options in navigating this landscape.
Victor Haghani, author and founder of Elm Wealth, discusses the importance of investment sizing and the Merton Share in his book “The Missing Billionaires.” He emphasizes the need to consider one’s own risk aversion and expected return when making investment decisions, rather than focusing solely on maximizing expected wealth.
The article proposes a trade idea: short junk bonds with put options and a hedging strategy to reduce costs. The trade is based on narrowing high-yield spreads and cheap put options on HYG. The author anticipates spreading widening and suggests potential hedges in Treasury notes, puts, or housing-related stocks. They also highlight the risks and reasons for credit spread widening.
