ＳＢＩグローバルアセットマネジメント
【東証プライム:4765】「サービス業」
へ投稿
配信情報
The Best ETFs to Deal with Market Volatility
2025年04月28日 22時07分
In times of market turmoil, strategic-beta ETFs geared toward risk reduction can provide a safety net for investors.
Germany Battles Recession and Tariffs: What This Means for … 2025年04月25日 23時42分
Despite slow economic growth in 2025, Germany's stock market has performed well compared with European peers.
Alphabet Earnings: AI Monetization Continues to Improve 2025年04月25日 18時40分
We continue to view the stock as materially undervalued.
UK Risks Missing £200 Billion AI Boost, Google Warns 2025年04月25日 18時13分
'The challenge has been particularly pronounced in the UK, where a gap between innovation and implementation has repeatedly undermined economic potential.'
Vanguard's New CEO: The Story Everyone Is Missing 2025年04月25日 18時07分
Why we think worries about Vanguard's decision to bring in an outsider as CEO are misplaced.
What New SEC Leadership Could Mean for Crypto, Private Mark… 2025年04月25日 17時54分
Three areas for investors to watch as Paul Atkins takes over as chair of the Securities and Exchange Commission.
Air Liquide Earnings: Well-Positioned to Navigate Tariff Tu… 2025年04月25日 03時35分
Air Liquide faces minimal direct impact from tariffs.
Unilever: Sales Growth Beats Consensus, Volume Growth Lags 2025年04月25日 01時39分
At current levels, shares are fairly valued.
Nestlé: Sales Beat Consensus Forecasts, but Volume Recovery… 2025年04月25日 01時20分
At current levels, we see a modest upside for the shares.
Stellantis: Downward Revision on US Import Tariffs and Larg… 2025年04月25日 00時47分
We've lowered our fair value estimate of Stellantis and raised its Uncertainty Rating.
Volkswagen: Cutting Fair Value on US Tariffs and Permanentl… 2025年04月24日 23時34分
Automaker continues to trade at a deep discount, which is likely to continue.
Kering Earnings: Weak Revenue Trends Continue, Shares Cheap… 2025年04月24日 22時15分
Lowering fair value estimate for Gucci owner Kering.
As Global Markets Recover, Which UK Stocks Have Benefited? 2025年04月24日 20時34分
Investor sentiment has swung to the positive, helping tariff-exposed stocks.
Trade Deal Won't Prevent UK Tariff Pain, Bank of England Ch… 2025年04月24日 18時14分
'Fragmenting the world economy will be bad for growth,' Bailey told a forum in Washington.
As Markets Lurched, Sustainable Stock Indexes Outperformed 2025年04月24日 18時13分
In the long term, US and global sustainable indexes have beaten their conventional counterparts.
As Trump Snipes at the Federal Reserve, Can the Bank of Eng… 2025年04月24日 18時11分
The UK central bank prides itself on its political neutrality, but policymakers across the world are under pressure in the era of tariff turmoil.
Best Sustainable Companies to Own: 2025 Edition 2025年04月24日 17時53分
We believe these companies' strong ESG management practices give them a long-term advantage.
Going Into Earnings, Is Microsoft Stock a Buy, a Sell, or F… 2025年04月24日 17時36分
Looking at tariff impacts, capex trends, and Azure capacity, here's what we think of Microsoft stock.
Are US Bonds Broken as Diversifiers for Stocks? 2025年04月24日 17時25分
The case for fixed income as equity ballast remains largely intact, but investors should check their exposures.
Just Eat Takeaway: Sales Flat Ahead of Prosus Deal 2025年04月24日 02時25分
Food delivery firm is set to be acquired by Dutch tech group Prosus this year.
- 検索
- 業種別業績ランキング
