How forex volatility is quietly rewriting global portfolio strategies

As global investing expands, currency swings are increasingly shaping portfolio outcomes. From Indian investors in US assets ...

Intuit (INTU) fell as guidance fell short of expectations

Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan Global Fund”. A copy of the letter can be downloaded here. The fund focuses ...

Chipotle Mexican Grill (CMG) Slid on Broad-Based Decline in Consumer Spending

Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan ...

HEDGE FLOW Hedge funds ditched tech stocks in Japan and Hong Kong last week, says Goldman

Hedge funds sold Hong Kong and Japanese stocks last week, Goldman Sachs said in a note, just before the tech-heavy Hang Seng ...

Wild currency swings put emerging markets in the spotlight

Trading in the Hungarian forint, long a niche emerging market currency, has more than doubled since U.S. President Donald ...