This content is from: Portfolio The Discounted Stocks BlackRock Likes? Automobile and Healthcare Companies. Multiples in the auto industry are “deeply depressed,” according to Tony DeSpirito, global chief investment officer of Fundamental Equities at BlackRock. By Michael Thrasher May 24, 2023
This content is from: Portfolio Despite Turmoil in Commercial Real Estate, Several Subsectors Are Still Attractive In the commercial property market, the fundamentals for multifamily housing and industrials remain robust. By Hannah Zhang May 15, 2023
Sponsored U.S. Autos: Is the Recession Over? The sector already had its recession, argues Morningstar, and key tailwinds should sustain growth through even a sharp economic downturn. Sponsored by PitchBook May 10, 2023
This content is from: Portfolio Family Offices That ‘Learned The Hard Way’ Are Halting Direct Deals Some are realizing they don’t have the capabilities to make quality investments directly in companies. By Michael Thrasher April 19, 2023
This content is from: Culture Eli Lilly’s Susan Ridlen to Receive Lifetime Achievement Award Institutional Investor will honor the longtime CIO at its annual Hedge Fund Industry Awards in May. By Alicia McElhaney March 22, 2023
This content is from: Culture In an Industry Plagued by Short-Termism, Susan Ridlen Is Playing the Long Game The 2023 Lifetime Achievement Award recipient built a resilient portfolio at Eli Lilly by staying humble and sticking with her investment philosophy. By Alicia McElhaney May 09, 2023
