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ClearBridge Appreciation ESG Strategy Q1 2024 Portfolio Manager Commentary [Seeking Alpha]
Last tesla, inc. earnings: 4/29 04:11 pm
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US:NASDAQ Investor Relations: ir.tesla.com
Although we remain concerned a QT-driven liquidity drain is a matter of when and not if, we expect the Fed to ensure ample liquidity exists through the presidential election. ClearBridge is closely watching sustainability-related opportunities presented by artificial intelligence as well as its energy intensity and social dimensions as the phenomenon plays out in our companies across sectors. By Scott Glasser, Michael Kagan, & Stephen Rigo, CFA Top-Heavy Market Not Expected to Last - Market Overview The soft landing rally that took hold in November 2023 continued in 2024's first quarter. The S&P 500 Index ( SP500 SPX ) advanced in each month of the quarter, bringing the benchmark's winning streak to five consecutive months and a 27% cumulative return. The S&P 500's 10.56% quarterly advance was the 11th best start to a year since 1950, with the index making a record high in nearly 40% of the period's trading days. Although technology and AI remain a dominant part of the mark
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- Tesla's top HR executive has left the company, sources say [Fortune][Fortune]
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- Dr. Elon And Mr. Musk: Tesla's Chaotic Robotaxi Pivot [Forbes][Forbes]
- Fed to Slow the Pace of Balance-Sheet Runoff Starting in June [Yahoo! Finance][Yahoo! Finance]
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