While the prospect of higher interest rates may be affecting the stock prices of publicly traded REITs, Brixmor CFO Mike Pappagallo asserts the sector is strong.
Franklin Mutual Series Chief Peter Langerman believes there is still room to rise in European stocks and is watching stateside telecoms and banks.
Concerns about higher interest rates ahead may be weighing on publicly traded REIT shares, but from an operating perspective REITs are breaking out.
European stocks have enjoyed healthy gains so far in 2015 and Franklin Mutual Series CEO Peter Langerman believes there is still room to run.
Retailers Nordstrom and Five Below are doing very well, while Abercrombie & Fitch and Finish Line face serious challenges, says a top retail analyst.
Not only did Nordstrom nail their apparel offerings this year, but they also added sales events to the calendar without slamming margins, says Dan Hess, chief analyst at Merchant Forecast.
Jim Whitehurst, CEO of software maker Red Hat, says open organizations are superior to those with traditional corporate structure because innovation comes first.
There is a bright side to the coming washout in junk bonds. Still, investors must be prepared for a wave of defaults to hit high-yield bonds.
Monetary policy divergence among central banks is breeding greater uncertainty in the global economy, but that is no reason to give up on European or U.S. stocks, he says.
The open organization trumps the traditional corporate structure because it is about putting innovation first.