Stock-picking fund managers double down on economic growth
UPDATE: Stock-picking fund managers double down on economic growth
CMO Today: Feds Move to Roll Back Digital Privacy Protections
Discovery Touts Content for Snapchat and Amazon
Domestic stocks have proved resilient in a tumultuous 2016.
Widening investment-grade credit spreads and rising interest rates lead to losses.
Content ownership and international expansion secure a wide moat for Discovery, but we're still waiting for a better entry point.
These three funds have boosted their exposure to heavily indebted companies over the last year.
We're placing Discovery Holding Company DISCA under review as we revisit our modeling assumptions.
Some equity funds' heavy allocations to pricier areas of the market could spell trouble for shareholders.