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☆ Buy these 10 top tech stocks before the sector rises 20% this year by cutting costs and crushing low expectations, according to Wedbush
▼ + stars: | 2023-01-06 | by ( James Faris | ) www.businessinsider.com time to read: +3 min

Technology analyst Dan Ives of Wedbush Securities is still bullish on the tech sector in 2023. Here are Ives' favorite 10 tech stocks to own right now. But instead of unloading tech stocks, Ives believes that now is the time to pounce. Lower costs and resilient revenue will help tech companies top a relatively low bar for estimates, Ives wrote. 10 top tech stocks to buy in 2023While Ives is bullish on tech broadly, he sees some industries within the sector as especially enticing.

Source: NYSE(Click here to subscribe to the new Delivering Alpha newsletter.) Despite this year's market havoc, investors are feeling fairly optimistic going into 2023, according to a new CNBC Delivering Alpha investor survey. Notably, when asked about their biggest concern for the market, an overwhelming 73% of the participating money managers said it was Fed policy. Zoom In Icon Arrows pointing outwards CNBC Delivering Alpha investor surveyComing in second place was a Chinese invasion of Taiwan. Inflation and the investing environmentAbout four out of five participating money managers predict that inflation will continue to ease in the new year.

Once high-flying mega-cap technology stocks tumbled in 2022, but some investors are willing to bet on Amazon and Alphabet in 2023, a new Delivering Alpha investor survey suggests. Betting on energy Energy stocks rallied in 2022 as the world grappled with supply constraints fueled by the conflict in Ukraine, but some investors aren't giving up on it just yet. When asked which areas they plan to focus on at the beginning of 2023, 41% of respondents highlighted energy stocks. Fundstrat's Tom Lee told CNBC last month that energy stocks can more than double next year even if the market stays flat . As uncertainty lingers, survey respondents also said they plan to look beyond the U.S. in 2023 toward opportunities in emerging markets.

☆ 10 money managers who quietly control the vast fortunes of Jeff Bezos, Sergey Brin, the Waltons, and other big-name billionaires
▼ + stars: | 2022-12-27 | by ( Hayley Cuccinello | ) www.businessinsider.com time to read: +24 min

Many über-rich people don't outsource their wealth — they hire their own chief investment officers. He left SAC in 2005 for Dune Capital Management, but stayed in touch with Steve during his five-year term at the investment firm. Andrew oversees CPV's portfolio, which primarily comprises direct private investments such as Collectors Universe, a collectibles-authentication company, and the New York Mets. In 2011, Wildcat Capital Management was launched with Potter as president and chief investment officer. Since November 2021, Carland has also served as the interim chief investment officer for Builders Vision's asset arm.

☆ Meet the 20 private-credit power players shaping the $1.2 trillion asset class as it faces uncharted waters
▼ + stars: | 2022-12-16 | by ( Rebecca Ungarino | ) www.businessinsider.com time to read: +2 min

The expansion of private credit underscores the growing influence of the market's dealmakers. Insider has pinpointed influential private-credit executives and top dealmakers to watch. Private-credit markets, overall, have fared better than their public counterparts this year. Some of these top officials run investment vehicles known as business-development companies, which often invest in private companies' debt and have grown common across the credit-investing ecosystem. Insider has pinpointed influential private-credit executives and top dealmakers to watch.

☆ Meet the small hedge fund that thinks it can oust Larry Fink from BlackRock
▼ + stars: | 2022-12-08 | by ( Rebecca Ungarino | ) www.businessinsider.com time to read: +6 min

The fund has a tiny stake in BlackRock and is calling for the firm to replace Larry Fink as CEO. On one side stands a small, relatively unknown activist hedge fund with a tiny stake in a giant company. 1, the young hedge fund run by a longtime activist investor, and ExxonMobil. Joining a wave of heavy scrutiny of BlackRock and Fink over ESG, Bluebell accused BlackRock of a hypocritical posture toward sustainable investing, according to the letter, which was viewed by Insider. Bloomberg News ran the headline: "Tiny Activist Bluebell Quickly Becomes CEOs' Worst Nightmare."

☆ Meet the 11 execs leading Bridgewater into a new era after Ray Dalio relinquished control of the hedge fund
▼ + stars: | 2022-11-04 | by ( Alyson Velati | ) www.businessinsider.com time to read: +14 min

Bridgewater AssociatesAs cochief investment officer, Jensen oversees Bridgewater's investment strategies and research efforts as well as its investment talent. Karen Karniol-Tambour, cochief investment officer for sustainabilityKaren Karniol-Tambour, Bridgewater's cochief investment officer for sustainability. Rebecca Patterson, chief investment strategistBridgewater's chief investment strategist, Rebecca Patterson. In 2012, she joined as the chief investment officer of Bessemer Trust, managing $85 billion in client assets. The partnership elected three directors to Bridgewater's operating board of directors, which now has control over Bridgewater after Dalio relinquished control of the hedge fund.

☆ Ray Dalio on stepping away from Bridgewater: 'I love the investment game, so I'll keep playing it'
▼ + stars: | 2022-10-11 | by ( Rebecca Ungarino | Alyson Velati | ) www.businessinsider.com time to read: +4 min

Ray Dalio, founder of Bridgewater Associates, said he's not ready to stop investing just yet. "I love the investment game, so I'll keep playing it. Dalio said in a tweet last week that he would give up control of the $150 billion hedge fund. Bridgewater's investment strategy is being led by the co-chief investment officers Greg Jensen and Bob Prince. Murray claimed that Bridgewater withheld up to $100 million in deferred compensation after she told regulators about the gender-discrimination dispute.

☆ Bridgewater's Dalio warns of a 'perfect storm' for economy
▼ + stars: | 2022-10-11 | by ( Carolina Mandl | ) www.reuters.com time to read: +2 min

GREENWICH, Conn., Oct 11 (Reuters) - Ray Dalio, the billionaire investor who built Bridgewater Associates into one of the world's biggest hedge funds, said a "perfect storm" is forming that will spread economic pain as the U.S. Federal Reserve raises interest rates. Domestic tension in the U.S. population caused by "irreconcilable differences" and a yawning wealth gap, combined with international conflicts, are contributing to the perfect storm, he said. Register now for FREE unlimited access to Reuters.com Register"The Fed and the government together gave enormous amounts of debt and credit and created a lurch forward. So now we're going to create a giant lurch backward," Dalio said at the Greenwich Economic Forum. read moreThe 73-year-old investor will keep his seat on Bridgewater's operating board of director and will mentor the firm's chief investment officers.

☆ There's renewed hope in the possibility that global central banks are nearing the end of their rate hike cycle. Here's how that's driving markets.
▼ + stars: | 2022-10-05 | by ( Hallam Bullock | ) www.businessinsider.com time to read: +6 min

Central bank moves and softer economic data have investors hoping that the Fed and other central banks are almost done hiking interest rates. There's some renewed hope for a Fed pivot on the horizon. Australia's central bank surprised forecasters by raising interest rates by a less-than-expected 25 basis points, becoming the first central bank to abandon its path of jumbo rate hikes. Fewer job openings mean employers aren't compelled to offer more competitive wages. Number of job openings Chart: Andy Kiersz and Madison Hoff Source: Bureau of Labor Statistics via FRED10.

Traders work on the floor of the New York Stock Exchange (NYSE) in New York, September 26, 2022. (Click here to subscribe to the new Delivering Alpha newsletter.) The Federal Reserve's most aggressive pace of tightening since the 1980s is making the majority of Wall Street investors believe stocks will be underwater for longer, according to the new CNBC Delivering Alpha investor survey. We polled about 400 chief investment officers, equity strategists, portfolio managers and CNBC contributors who manage money, asking where they stood on the markets for the rest of 2022 and beyond. Fifty-eight percent of respondents said their biggest concern for the markets right now is the Fed being too aggressive.

With the market turmoil raging on, the majority of Wall Street investors are now favoring dividend-paying stocks and value names into the end of the year, according to the new CNBC Delivering Alpha investor survey. About a third of the respondents said they are most likely to buy stocks paying high dividends now. Unlike growth stocks, dividend stocks typically don't offer dramatic price appreciation, but they do provide investors with a stable source of income during times of uncertainty. The three most popular dividend exchange-traded funds are the Vanguard Dividend Appreciation ETF , the Vanguard High Dividend Yield ETF and the Schwab U.S. Dividend Equity ETF . The survey also showed that investors' biggest concern right now is the Fed being too aggressive.

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