XLE and XOP have shown their weakest correlation to oil prices since 2007, decoupling from short-term geopolitical risks.
Baron Asset Fund rose 18.98% in Q2 2026, outperforming its benchmark driven by strong stock selection in SpaceX. Read the ...
Mr. Kiesel is CIO Global Credit and a managing director in the Newport Beach office. He is a member of the Investment Committee, a generalist portfolio manager and the global head of corporate bond ...
The overall composition of the Magnificent Seven has shifted over the last decade. Nvidia is the biggest story, growing from less than 1% of the total Magnificent Seven market cap in 2015 to now being ...