The ClearBridge Large Cap Growth ESG Strategy underperformed its benchmark in the third quarter of 2023. Click here to read the full fund letter...
Continue ReadingWarren Buffett and Charlie Munger have a considerable amount of exposure to artificial intelligence through Berkshire Hathaway...
Continue ReadingIf government regulators prevail against Google in the biggest U.S. antitrust trial in a quarter century, it's likely to unleash drastic changes that will undermine the dominance of a search engine that defines the internet for billions of people. As the 10-week trial probing Google's business practices nears its midway point, it's still too early to tell if U.S. District Judge Amit Mehta will side with the Justice Department and try to handcuff one of the world's most dominant tech companies. If Mehta rules that Google has been running an illegal monopoly in search, the punishment could open up new online avenues for consumers and businesses to explore in pursuit of information, entertainment and commerce...
Continue ReadingKey Insights Institutions' substantial holdings in Apple implies that they have significant influence over the.....
Continue ReadingWe have deliberately worked to reduce our exposure to higher-multiple names and increase our exposure to lower-priced, high-quality dividend growers...
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Continue ReadingWe believe 2023âs market increase is a rally in a multiyear bear market and that we need to retain a conservative tilt to our portfolio...
Continue ReadingA sharp rise in yields and weakness among several health care and consumer positions weighed on relative performance, offsetting strong stock selection in the technology sector...
Continue ReadingMicrosoft eyes extra $193 billion revenue by 2032 driven by AI, with analysts projecting 14.4% annual top-line growth. Find out why MSFT stock is a Hold...
Continue ReadingApple's market capitalization has reached $2.73 trillion, with 28% of this value added in 2022 alone. Find out why AAPL stock is a Sell...
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