Goldman Sachs suggests that two investment plays related to the senior housing boom could increase in value by over 20%, and these investments also offer dividend payments, making them attractive options for income-focused investors.
Jim Grant warns that the US stock market may be overheated, highlighting Warren Buffett's shift towards safer assets like Treasury bills, with Berkshire Hathaway holding over $234 billion in T-bills, suggesting caution for investors amid a bullish market. Grant emphasizes the importance of considering safer investment options such as high-yield savings accounts and platforms like Public for uninvested funds.
Bloomberg's Sam Potter summarizes Wall Street's 2026 market outlooks, highlighting key themes like AI dominance, gold and bond prospects, risk appetite, and notable analyst insights, as discussed on The Big Take podcast.
Bridgewater Associates' flagship Pure Alpha hedge fund surged 33% in 2025, marking its highest profit in 50 years, driven by strong U.S. stock market gains and strategic investments in AI-driven funds, outperforming major indices and reflecting successful diversification and leadership transition.
The ultra-wealthy focus on long-term investments in real businesses, diversify through index funds and REITs, and maintain discipline, principles that everyday investors can adopt using accessible tools and strategies for steady wealth growth.
Eight Wall Street experts discuss how to invest $10,000 amid fears of an AI bubble, with most advising diversification and highlighting opportunities in biotech, industrials, cyclical stocks, Japanese small caps, European value stocks, and international equities, while generally dismissing the idea of a market-wide AI bubble.
Bond ETFs are gaining popularity due to higher interest rates and a broader range of options, including core, multisector, and high-yield funds, offering investors new opportunities to manage risk and enhance returns in their portfolios by 2026.
Americans aged 55-64 have an average of $8,000 in savings, with many holding significant assets in retirement accounts and other investments. While their savings are growing with age, experts advise increasing contributions and strategic investments to ensure long-term retirement readiness, especially as retirement can last over 30 years.
Gold's dramatic 71% rise in 2025 is largely attributed to the introduction of gold ETFs and tokenized gold stablecoins, which have permanently increased gold prices. However, gold is not a reliable long-term hedge against inflation or a consistent outperformer compared to stocks, and its price can be highly volatile. Investment banks are expanding their gold trading and storage activities, indicating ongoing interest in the metal, but whether gold has peaked remains uncertain.
US stocks have had a strong year with over 37% gains since April, driven mainly by tech stocks, which contributed nearly 40% of the market's return. Despite recent sell-offs, valuations in tech remain attractive, though some strategists are reducing exposure to AI themes and shifting focus to small caps and Latin American stocks. The market is expected to be quiet in the upcoming week with limited trading around the holidays, and economic data remains mixed as investors await clearer signals in the new year.
In 2025, equity long/short hedge funds, especially those focused on healthcare, led the industry, but experts warn of ongoing correlations with broader markets, emphasizing the importance of diversification for investors.
U.S. electricity prices have surged by 43% since 2019 due to factors like AI-driven data centers, reshoring manufacturing, and increased renewable energy, prompting calls for investment in firm power sources such as nuclear and natural gas. Key stocks in the sector, including GE Vernova, Centrus Energy, Oklo, and BWX Technologies, have seen significant gains, with a focus on stabilizing and modernizing the grid to reduce costs and support economic growth.
Impax Asset Management is positioning itself to benefit from fears of an AI-driven bubble in Big Tech, which could lead to a shift in investment flows away from tech giants. The firm, focused on sustainable and defensive growth strategies, has been diversifying its portfolio and is optimistic about attracting new institutional clients amid market concerns and sector shifts.
The article discusses whether investing in gold is suitable depending on an individual's age, highlighting that the decision to invest in gold should consider personal financial circumstances and life stage.