10 Stocks the Best Fund Managers Have Been Buying in This Volatile Market
Plus: Ask the Analyst: Do Bonds Appreciate Over Time?
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Morning DigestSusan Dziubinski Here’s where top stock-pickers have been investing lately. 
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Editor's Picks 
Economists think the Fed could adopt a hawkish stance by the end of the year. Jillian Moore 
Bond prices can change in the short term, but they’re not the best way to generate long-term growth. Amy Arnott 
A flat-fee financial advisor and columnist discusses why less complicated portfolios are usually best, how he addresses inflation risk in client portfolios, and his biggest worry for new retirees. Christine Benz, Amy Arnott 
Also, his firm’s rare rating. Daniel Sotiroff, Ivanna Hampton Investing Insights Apple and Eli Lilly are among the stocks now rated as expensive. Bella Albrecht Tencent and Sea are now seen as significantly undervalued. Bella Albrecht Nvidia and Blackstone are among the stocks that fell into undervalued territory. Bella Albrecht With shares trading at a discount, here’s what we think of Home Depot stock. Jaime Katz We raise our fair value estimate for Spotify stock. Matthew Dolgin The deal can make sense as the convenience economy consolidates. Mark Giarelli New Stock Analyst Reports Zoom ZM reported first-quarter results with both revenue and non-GAAP operating margin topping the high end of guidance. Revenue was $1.239 billion, while non-GAAP operating margin was 41.1%. The firm’s second-quarter outlook was also ahead of our expectations. Zoom Phone grew by the midteens, well above peers, while Zoom Customer Experience accelerated with high-double-digit growth driven by paid AI in large deals. New Fund Analyst Reports Increased confidence in JPMorgan High Yield's (OHYAX) diligent credit research and robust risk controls earns a Process upgrade to Above Average. The consolidation of two internal high-yield teams in 2019 has proved beneficial for this strategy. After a bumpy start, the process has emerged as one that can consistently deliver solid results while limiting downside surprises. Strong fundamental credit research remains the backbone of this approach, enhanced by a high level of collaboration between the managers, sector-focused analysts, and traders. The Tools You Need to Invest Like an Analyst Stay connected:
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