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[ad_1] The clean energy transition is gaining momentum, and hydrogen is emerging as a critical pillar of the global decarbonization strategy. According to the International Energy Agency (IEA), hydrogen demand is projected to grow significantly by 2030, driven by applications in transportation, industry, and power generation. Government incentives, such as the U.S. Inflation Reduction Act (IRA) and Europe’s Green Hydrogen Alliance, are fueling this rapid expansion. At the center of this transformation is Plug Power Inc. (PLUG), a leader in hydrogen fuel cell technology. The company is building a vertically integrated green hydrogen ecosystem, encompassing production, storage, and distribution. As…

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[ad_1] A person walks past the New York Stock Exchange at Wall Street in New York on Feb. 3, 2025.Angela Weiss | AFP | Getty ImagesA “torrid two-year stretch” prompted the S&P 500 to gain around 70%, but that momentum is stalling, Morgan Stanley Wealth Management said in its investment strategy research this week.Consequently, the days of the “set-it-and-forget-it” approach, where individual investors reaped large gains just by parking their stocks in an S&P 500 index fund buoyed by the Magnificent Seven, may be over.”The ‘set it, forget it’ is done,” said Lisa Shalett, chief investment officer at Morgan Stanley…

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[ad_1] IBM has been the best-performing stock in the blue-chip Dow Jones Industrial Average over the past three months, climbing 27%, but according to Scott Nations, president and chief investment officer of Nations Indexes, the original tech stock has more to prove in artificial intelligence. Nations appeared on CNBC’s “Power Lunch” on Wednesday to share his views on three stocks on the move lately. He said he’s taking a wait-and-see approach to IBM after a strong run. Here were his quick takes during “Three-Stock Lunch.” IBM IBM last week reported fourth-quarter results whose earnings and revenue topped Wall Street estimates.…

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[ad_1] What’s most surprising about aggregated private market performance calculations? The widespread “tolerance” of mathematical errors, gross inaccuracy, and representativeness among private market investors, advisers, enthusiasts, detractors, and even academics. In the traditional asset classes, investment professionals are laser-focused on every “micron” of performance difference in their attribution analyses. With private market assets, however, excessive approximation is the order of the day. The Troubled Waters of Private Equity Performance Attribution The variability of cash flows makes performance attribution of private market assets much more challenging: Returns aren’t generated by a stable underlying asset base, so there is no possibility of…

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[ad_1] (Bloomberg) — Bond traders can’t predict what US President Donald Trump will do next, but that uncertainty can be exploited to generate strong returns, according to Pacific Investment Management Co.’s chief investment officer. Most Read from Bloomberg “A little bit of volatility, a little bit of fear in markets, for us would likely be a good thing,” Daniel Ivascyn told Bloomberg News in an interview. “Volatility usually means opportunity for active managers.” The Newport Beach, California-based asset manager is betting on five- to 10-year bonds, as they generate solid income, and are prepared to buy more if yields rise…

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