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Schroder's Bob Armstrong - 1 Bob Armstrong - 1 Armstrong - 1 — Armstrong - 1
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Search resuls for: "— Armstrong"


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☆ An investment strategist at a $939 billion firm shares the 4 asset classes investors should buy for big gains as the market shifts to a new normal — and why last market's losers will become the bigges
  + stars: | 2023-06-04 | by ( Lisa Kailai Han | ) www.businessinsider.com   time to read: +6 min
And the implications don't just stop there — Armstrong believes that "virtually all assets" will feel the pain. Opportunities also exist within fixed income and commoditiesWith equities taking the spotlight in the prior regime, fixed income may have slipped under the radar for many investors. But now, Armstrong believes that the way in which investors think about fixed income needs to change. "So history would tell you that now is a decent time to be allocating to high-quality fixed income." In an environment with sticky inflation, commodities would serve investors well as a good inflation hedge and portfolio diversifier.
Persons: Schroder's Bob Armstrong, Bob Armstrong, Armstrong, — Armstrong Organizations: US, outperformance, Commodities
☆ Logistics Deal Making Falters as Freight Demand Slows
  + stars: | 2022-10-12 | by ( Paul Berger | Armstrong | Associates | ) www.wsj.com   time to read: +5 min
A once-bustling logistics mergers-and-acquisitions market is quieting down as slipping freight demand and higher borrowing costs dampen deal making in the sector. Company valuations are moderating in a softening freight market and rising borrowing costs are making deals tougher to complete. The market for freight and logistics companies surged during the pandemic as retailers sought to rush goods to consumers, fueling strong growth in shipping demand, higher freight rates and record profits for companies ranging from regional truck operators to international freight forwarders. Foreign-based ocean carriers and freight forwarders have also shown great interest in the U.S. logistics market as they seek to expand their end-to-end supply-chain services. But logistics companies looking to expand their reach and private-equity firms looking to expand existing logistics portfolios are still hunting deals.
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