10:25 a.m. Dec. 7, 2021
- By Abby Schultz
Future Returns: The ‘Democratization’ of Private EquityPartners Group says the future is on the blockchain, which will allow easy access to private markets
8:23 a.m. Dec. 4, 2021
- By Daron Acemoglu
Global supply chains may be efficient, but they also risk boosting inflation and inequalityWe know about the inflationary cost of broken supply chains, but we must also see how outsourcing helps businesses overpower both workers and the common good.
7:11 a.m. Dec. 1, 2021
OCIO Business Gains Steam for Wealth Managers
OCIO is one of the fastest growing areas within investment management and more RIAs are bolting on these services.
4:34 a.m. Dec. 1, 2021
GlobalFoundries Posts a 56% Jump in Revenue Amid Chip Shortage. The Stock Rises.
It was the first earnings report from GlobalFoundries, which went public in late October.
9:18 a.m. Nov. 24, 2021
How Disney, Intel, and Other Old Reliables Stand to Gain From the Metaverse
This coming new digital world will need things like content and data processing that a range of tech and media stalwarts can provide.
7:35 a.m. Nov. 24, 2021
Hiring, Prospecting, and Investing: Best of the Big Q
A roundup of top advisors weighing in on timely questions posed in our weekly column.
3:46 a.m. Nov. 22, 2021
GlobalFoundries, Ford's Semiconductor Partner, Is Wall Street's New Darling
A bevy of analysts launched coverage of GlobalFoundries, the semiconductor fabricator working with Ford. Almost everyone recommends buying the stock.
2:55 a.m. Nov. 22, 2021
China’s Transition Is Risky. How to Navigate the Changes.
As China emphasizes broader prosperity over rapid growth, the impact will be felt worldwide. Our international roundtable highlights the dangers and opportunities—and 13 investment picks.
4:43 p.m. Nov. 21, 2021
Want to Bet on Bitcoin Without Owning It? Try These Stocks.
Miners like Riot Blockchain and Marathon Digital offer potential profit growth and are a cheaper way to play the digital currency.
1:56 p.m. Nov. 16, 2021
Brainard Is an Inflation Skeptic Who Sees Poverty Reduction as Key
If President Biden decides not to reappoint current Fed Chair Jerome Powell, Brainard is a leading candidate to replace him.
3:44 a.m. Nov. 15, 2021
Syneos Denies Report of Merger With Labcorp Unit
Stock in Syneos, which provides services to biotech firms, fell Friday after Bloomberg reported that it and Labcorp were discussing a deal.
12:45 a.m. Nov. 11, 2021
Genpact Stock Is a Cheap Play on Businesses Wanting to Be Their Best
Causeway Capital's Brian Cho likes Genpact for its valuation and its growth prospects in helping businesses improve productivity, customer experiences, profitability, and more.
7:29 a.m. Nov. 10, 2021
AssetMark to Add More Outsourced Services for Advisors
CEO Natalie Wolfsen tells Barron’s Advisor that small advisory firms generally aren’t able to grow as fast as larger ones because administrative tasks eat up their time.
10:39 a.m. Nov. 4, 2021
The 60/40 Portfolio Is Dead. Here's How Advisors Are Replacing it.
Many are trying to find alternative, non-correlated asset classes that can generate bond-like returns without the interest-rate and credit risk.
8:12 a.m. Oct. 31, 2021
- By Charles Passy
Facebook didn't seek outside advice in renaming itself Meta. Branding experts say that may prove a mistake.'The best practice is to outsource,' says one marketing expert.
11:37 a.m. Oct. 26, 2021
- By Jeff Reeves
Five things investors learned about the semiconductor sector from the latest batch of earningsThere have been competing narratives for semiconductor companies. It's important for investors to know where their favored names fit in.
8:08 a.m. Oct. 23, 2021
- By Levi Sumagaysay
How the 'S' in ESG can and should help low-wage workers: NYU's Stern reportAs ESG funds evolve, a new report says investors need to pay more attention to the 'social' impact of their decisions — especially on low-wage workers.
3:44 a.m. Oct. 23, 2021
- By Jillian Berman
Companies have a new weapon in the hunt for talent: free college degrees. Why it's important to read the fine printThe benefit, which has been gaining traction over the past few years, saw a recent boost as companies vie for workers.
3:37 a.m. Oct. 21, 2021
- By Jon Swartz
HP CEO: PC shipments will be hampered by supply-chain issues into next year"We continue to see very strong demand, and expect to enter next year with a significant backlog," HP Chief Executive Enrique Lores told MarketWatch in a phone interview Wednesday before the company is to hold a meeting with investors and offer financial guidance for next year. It is HP's first investor day since 2019.
1:14 a.m. Oct. 21, 2021
IBM Posts Mixed Results for Last Quarter Before Spinoff of Kyndryl IT Services Unit
Revenue was $17.6 billion, up 0.3%, but a little below the Wall Street analyst consensus forecast of $17.8 billion.
10:56 a.m. Oct. 7, 2021
- By Daniel Newman
These chip companies will benefit most as the industrial age segues to semiconductorsSemiconductor companies used to undergo booms and busts. Now there are stable profits as demand booms from almost every sector of the global economy.
3:43 a.m. Sept. 30, 2021
Lordstown Motors Is Rising Because It Might Be About to Sell Its Only Factory
Lordstown might sell its one and only manufacturing facility to raise needed cash.
7:55 a.m. Sept. 24, 2021
Markets Will Bounce Back Big Time, Says Top Advisor Wes Moss
The managing partner of $3.8 billion Capital Investment Advisors says businesses will soar once the economy sheds its “Covid weight,” and reveals the secrets of his educational content empire.
1:58 a.m. Sept. 23, 2021
- By Tomi Kilgore
Accenture tops profit expectations and give upbeat outlook, but revenue comes up shyShares of Accenture PLC ticked up 0.1% in premarket trading Thursday, after the management consulting and outsourcing services company reported fiscal fourth-quarter profit that topped expectations while revenue came up a bit shy, but also provided an upbeat outlook. Net income for the quarter to Aug. 31 rose to $1.42 billion, or $2.20 a share, from $1.29 billion, or $1.99 a share, in the year-ago period. The FactSet consensus for earnings per share was $2.19. Revenue grew 23.8% to $13.419 billion, just below the FactSet consensus of $13.426 billion. New bookings increased 20% to $59.3 billion. Looking ahead, the company expects first-quarter revenue of $13.90 billion to $14.35 billion, above the FactSet consensus of $13.55 billion, and sees fiscal 2022 EPS of $9.90 to $10.18, compared with expectations of $9.87. The stock has run up 17.1% over the past three months through Wednesday, while the S&P 500 has gained 3.6%.
9:00 p.m. Sept. 12, 2021
Remote Workers Are on the Move. What It Means for the Housing Market.
A newly mobile labor force is choosing to live—and work—in smaller cities.
2:02 a.m. Sept. 8, 2021
- By Tomi Kilgore
Korn Ferry swings to big profit beat as fee revenue rises to a record, provides upbeat outlookKorn Ferry reported Wednesday fiscal first-quarter profit and sales that rose above expectations, as the executive search and consulting company experienced record fee revenue that increased in all lines of its business. The stock was still inactive in premarket trading. For the quarter to July 31, the company swung to net income of $74.8 million, or $1.37 a share, from a loss of $30.8 million, or 58 cents a share, in the year-ago period. Excluding nonrecurring items, adjusted earnings per share of $1.37 was well above the FactSet consensus of $1.07. Total revenue grew 69.5% to $588.1 million, beating the FactSet consensus of $540.5 million. Fee revenue increased 70.1% to $585.4 million, as executive search fee revenue rose 80.6% to $216.9 million and recruitment process outsourcing, professional search data fee revenue increased 102.8% to $139.3 million, consulting fee revenue grew 49.5% to $148.5 million and digital data fee revenue rose 44% to $80.7 million. For the second quarter, the company expects EPS of $1.30 to $1.44, above the FactSet consensus of 92 cents. The stock has rallied 67.8% year to date through Tuesday, while the S&P 500 has gained 20.3%.
9:22 a.m. Sept. 7, 2021
- By Abby Schultz
Future Returns: GEM’s Approach to Investing for EquityThe outsourced CIO set out to invest in more diverse managers who in turn were investing for diversity and equity
2:39 p.m. Sept. 3, 2021
Why Caterpillar Shares Are Likely to Keep Plowing Ahead
With costs cut, the heavy-equipment maker should thrive as infrastructure and mining cycles ramp up. Also, Wall Street opinions on AbbVie, Okta, Otter Tail, GXO Logistics, and Synaptics.
8:03 a.m. Aug. 28, 2021
- By Saqib Qureshi
The fatal mistake the U.S. made in Afghanistan still lurks at the heart of American foreign policyThe entire American war enterprise seems to have been an exercise in manufactured dependency on American private contractors.
10:04 a.m. Aug. 12, 2021
Broadridge Is Making Progress on Its 3-Year Plan. The Stock Is Still a Keeper.
Broadridge Financial Solutions has been the kind of stock you buy and then forget about. But its expectations for growth suggest more investors should be paying attention.
3:05 a.m. Aug. 11, 2021
- By Claudia Assis
Fisker is 'electric vehicle architect,' Morgan Stanley says, boosting stockFisker Inc. stock jumped nearly 20% on Tuesday after a boost from Morgan Stanley, which said the electric-car maker is the rare EV startup likely to launch its vehicles on time and that the stock has room to more than double in a year's time.
3:10 a.m. Aug. 2, 2021
Infrastructure Is on Its Way. Here’s a Cheap Way to Play It.
Atlas Technical Consultants is well positioned to benefit from a potential infrastructure spending bill.
12:48 a.m. July 26, 2021
Buy This Stock. It’s a Bet on Clean Water.
The water-treatment company has had its ups and down. But demand for clean water is rising, and there’s a scarcity of competitors. That combination should drive the stock.
2:31 a.m. July 20, 2021
As Bond Yields Plunge, the Case for Owning Individual Bonds Over Funds Grows
Rates on most bonds are so low that finding safe individual ones that yield a little extra that portfolios can hold until maturity makes sense, especially if rates kick back up again.
11:15 a.m. July 19, 2021
IBM's Revenues and Profits Beat Forecasts. Software and Services Were Key.
CFO Jim Kavanaugh said the environment for spending on information technology was encouraging, but cited challenges in some Asian markets.
5:31 a.m. July 17, 2021
- By Andrea Riquier
He runs the worst-funded public pension in the country. Here's his 'good news' storyDavid Eager, executive director of the Kentucky Public Pension Authority, wants people to understand how pensions work. He also outlines a three-pronged approach he's taken to steer the state's near $13 billion pensions in a healthier direction.
7:36 a.m. July 13, 2021
Bank of England Wants More Oversight Over Cloud Providers Like Amazon or Google
The U.K. central bank says outsourcing of banking operations to the cloud creates risk of financial instability.
5:52 a.m. June 24, 2021
Accenture Stock Rises on Strong Earnings. IT Spending Is Gaining Steam.
Accenture posted strong results for its latest quarter and offered guidance that outpaced Wall Street expectations.
1:57 a.m. June 24, 2021
- By Tomi Kilgore
Accenture's stock surges toward a record after profit and revenue beats, raised outlookShares of Accenture PLC rallied 3.6% toward record territory in premarket trading Thursday, after the management consulting company reported fiscal third-quarter profit and revenue that beat expectations, and raised its full-year outlook, citing demand for digital transformation. Net income for the quarter to May 31 rose to $1.55 billion, or $2.40 a share, from $1.23 billion, or $1.90 a share, in the year-ago period. The FactSet consensus for earnings per share was $2.40. Revenue grew 20.7% to $13.26 billion, above the FactSet consensus of $12.81 billion, with gross margin improving to 33.2% from 32.1%. New bookings jumped 39% to $15.4 billion, including 30% growth in consulting bookings and a 52% rise in outsourcing bookings. For fiscal 2021, the company raised its adjusted EPS guidance range to $8.71 to $8.80 from $8.32 to $8.50, and its outlook for operating cash flow to $8.65 billion to $9.15 billion from $7.65 billion to $8.15 billion. The stock, which is on track to open above the April 29 record close of $292.54, has gained 9.4% year to date through Wednesday, while the S&P 500 has advanced 12.9%.
4:25 a.m. June 18, 2021
Fisker Co-Founder See Tipping Point for EVs in 2025
General Motors, Ford Motor, and Volkswagen are going all-in on an electric vehicle future. Fisker co-founder Geeta Gupta-Fisker says that's good news.