matejmo/iStock via Getty Images The following segment was excerpted from the Fiduciary Management Q1 2026 Investment Strategy Outlook. The following stock examples capture a few pockets of the market where we are finding attractive investments. Both Huron Consulting Group Inc. ( HURN ) and Booking Holdings Inc. ( BKNG ) have sold off on artificial intelligence ( AI ) concerns, which we think are o...
matejmo/iStock via Getty Images The following segment was excerpted from the Fiduciary Management Q1 2026 Investment Strategy Outlook. The following stock examples capture a few pockets of the market where we are finding attractive investments. Both Huron Consulting Group Inc. ( HURN ) and Booking Holdings Inc. ( BKNG ) have sold off on artificial intelligence ( AI ) concerns, which we think are overblown and misunderstood. IMCD is facing cyclical fundamental pressures which we expect to abate over our investment time horizon: Huron Consulting Group Inc. ( HURN ) – Common Stock Huron is a leading consulting firm serving hospitals, health systems, and higher education institutions. Decades of successful engagements have earned the company deeply entrenched relationships within its core end markets. While these industries are not typically associated with rapid growth, Huron's value proposition is squarely aimed at helping organizations navigate an unrelenting stream of business model, regulatory, and technology challenges – pressures that have only intensified. Because these institutions tend to operate with lean internal resources, they consistently rely on outside expertise to work through complex issues, creating a durable and recurring source of demand for Huron's services. Management sees a substantial opportunity to deepen penetration within the existing customer base over the coming years, and the company's strategy of broadening its capabilities – both organically and through tuck-in acquisitions – should drive further wallet share gains. In aggregate, we believe Huron can grow its top line in the low double digits annually, comprised of mid-to-upper single-digit organic growth supplemented by a modest contribution from M&A. Combined with a commitment to margin expansion and a consistent track record of share repurchases, we see a credible path to low-to-mid teens earnings per share growth on an annualized basis. Concerns about AI disrupting the consulting mo...
Unreasonably low prices offered by some mainland Chinese tourist groups visiting Hong Kong are a major factor behind coerced shopping, industry leaders have said, urging authorities to step up random inspections during the coming Labour Day “golden week” holiday. The Travel Industry Authority announced on Monday that it had previously revoked the licence of Star Link Travel over four suspected cas...
Unreasonably low prices offered by some mainland Chinese tourist groups visiting Hong Kong are a major factor behind coerced shopping, industry leaders have said, urging authorities to step up random inspections during the coming Labour Day “golden week” holiday. The Travel Industry Authority announced on Monday that it had previously revoked the licence of Star Link Travel over four suspected cases of coercing inbound mainland tourists to shop. Sara Leung Fong-yuen, a consultant with the...
China’s drive to turn the yuan into an international reserve currency is creating an opening and the next step should be matching regulatory requirements with international standards, said Euroclear Chief Executive Officer Valerie Urbain . Increased market volatility, exacerbated by the war in Iran, is driving investors to diversify away from the dollar, creating demand from Asian and European ass...
China’s drive to turn the yuan into an international reserve currency is creating an opening and the next step should be matching regulatory requirements with international standards, said Euroclear Chief Executive Officer Valerie Urbain . Increased market volatility, exacerbated by the war in Iran, is driving investors to diversify away from the dollar, creating demand from Asian and European assets, Urbain said in an interview with Bloomberg TV during the HSBC Global Investment Summit in Hong Kong on Tuesday. “Diversification is something that’s really coming into play in capital markets,” she said. “There is an opening in trying to see how we can bridge the needs and the regulatory requirements of China with the international standards that global investors are looking for.” China practices capital controls on the mainland for both institutions and individual citizens. The rule means that Hong Kong, the only place in the sovereign with free capital flow, is a testing ground for expanding the yuan’s use in global trade and finance with offshore bonds and other assets. The slight spread between onshore and offshore yuan, often guided by the People’s Bank of China and via major Chinese-owned banks, is a common gauge of the currency policy. Euroclear, a Belgium-based clearing house, is seeking to “play a role, to translate the needs of both sides,” during that process, said Urbain, who said she met market authorities and market participants during a recent trip to Beijing. Still, turning the yuan into an international reserve currency will take time, she cautioned. “I have been told that the Chinese tend to be very ambitious but also cautious,” she said. “China wants to make sure they do the right thing at the right moment.” Read More: Investors Move Assets to Europe From US, Euroclear Chief Says
Getty Images By Elior Manier Energy markets started the week with a violent whipsaw, reminding traders that the geopolitical risk premium is still the ultimate driver of price action. The weekly session kicked off with a massive spike in anxiety after the initial failure of US-Iran talks around the weekend. WTI Crude gapped aggressively higher at the Globex open, flashing up to the $105 handle as ...
Getty Images By Elior Manier Energy markets started the week with a violent whipsaw, reminding traders that the geopolitical risk premium is still the ultimate driver of price action. The weekly session kicked off with a massive spike in anxiety after the initial failure of US-Iran talks around the weekend. WTI Crude gapped aggressively higher at the Globex open, flashing up to the $105 handle as geopolitical uncertainty quickly set back. This came particularly prominently from the fact that the Strait of Hormuz did not see any form of improvement in its flows since the truce came into effect last Tuesday. Strait of Hormuz Sea Traffic since February 22 – Source: NYT However, that panic was short-lived. Sentiment shifted violently on the news that the high stakes US-Iran diplomatic talks are officially set to resume this Thursday after fears of a potential early end to the two-week ceasefire. The prospect of renewed negotiations triggered a massive wave of profit-taking and short-selling, dragging the commodity in a significant correction straight back down to the $98 level. Since that brutal retracement, however, the market has hit a wall of indecision, with prices now stuck between $96 and $104 since last Thursday. Traders are currently sitting on their hands, desperately looking for a clear sense of direction as they await Thursday's closed-door developments. The fundamental picture is entirely hostage to the headlines, meaning the charts are more important than ever for mapping out risk. With volatility now stalling, let's explore a few key charts and scenarios for WTI (US) oil to prepare for potential breakout levels. US oil intraday time-frame analysis WTI Daily Chart WTI Oil Daily Chart – April 13, 2026. Source: TradingView Recent daily candles haven't shown anything but a cloudy picture, with numbers of daily up and down gaps, and hesitation inside candles in between (implying dead momentum). The RSI is now back right at the 50.00 neutral level, which also co...
Amazon.com ( AMZN ) is in advanced talks to acquire satellite operator Globalstar ( GSAT ) in a deal that would boost the tech giant’s efforts to build its own satellite operation, people familiar with the matter told Bloomberg. A transaction could be announced as soon as Tuesday. A final agreement hasn’t been reached and talks might still end without one, or the timing could change, the report sa...
Amazon.com ( AMZN ) is in advanced talks to acquire satellite operator Globalstar ( GSAT ) in a deal that would boost the tech giant’s efforts to build its own satellite operation, people familiar with the matter told Bloomberg. A transaction could be announced as soon as Tuesday. A final agreement hasn’t been reached and talks might still end without one, or the timing could change, the report said. Globalstar’s ( GSAT ) shares have almost quadrupled in the past year, giving the company a market value of about $9.4B. The deal would strengthen Amazon’s ( AMZN ) low-Earth orbit satellite ambitions, “Project Kuiper” or branded “Leo,” and help it compete with SpaceX ’s ( SPACE ) Starlink network. More on Amazon, Starlink, etc. The Market May Be Misreading Amazon's AI Position Why Amazon Is Not The AI Chip Provider Broadcom Is Amazon: End Of Fear, The AI Trade Comes Back (Rating Upgrade) Amazon expands its auto business by adding mainstream brands Trump labor board pushes to settle major Amazon contractor case: report
Malaysian Prime Minister Anwar Ibrahim has called for an end to allegations of diesel being supplied to the Philippines, stating that the claim is untrue. Anwar said the recent shipment of diesel was not from national oil company Petronas but from a foreign commodity company, Vitol. “They [Vitol] have an agreement to transport oil and sell it to the Philippines. It is not us [Petronas] supplying i...
Malaysian Prime Minister Anwar Ibrahim has called for an end to allegations of diesel being supplied to the Philippines, stating that the claim is untrue. Anwar said the recent shipment of diesel was not from national oil company Petronas but from a foreign commodity company, Vitol. “They [Vitol] have an agreement to transport oil and sell it to the Philippines. It is not us [Petronas] supplying it to the Philippines,” he said. “But we are not stopping it. We are giving passage. The oil belongs...
Leung Ka-fai. A Hong Kong district councilor failed to declare about HK$6 million ($766,000) in income earned over four years from a listed company now embroiled in a cross-border fraud investigation, raising questions over his ties to the case. Leung Ka-fai, a Sha Tin District Council member, served as a non-executive director of Ding Yi Feng Holdings Group International Ltd. from 2016 to 2024, b...
Leung Ka-fai. A Hong Kong district councilor failed to declare about HK$6 million ($766,000) in income earned over four years from a listed company now embroiled in a cross-border fraud investigation, raising questions over his ties to the case. Leung Ka-fai, a Sha Tin District Council member, served as a non-executive director of Ding Yi Feng Holdings Group International Ltd. from 2016 to 2024, but did not report the role or related remuneration during 2016-2019, when he was subject to disclosure requirements.