Yelin Lapidot

Found 3 recent publications

Aug 17, 2026
05:53Globes
Two investment houses surprised with a weak month in provident funds: "The market is not cheap, but it is not in a bubble"
Markets

Two investment houses surprised with a weak month in provident funds: "The market is not cheap, but it is not in a bubble"

Despite negative returns in July following sell-offs in semiconductor stocks, the performance of local entities since the beginning of the year remains strong. Foreign currency exposure pushed Yelin Lapidot and Altshuler Shaham to the top in July. Clal and Harel are at the bottom. The forecast: "Volatility is high, and the ping-pong will continue."

Aug 16, 2026
13:29Globes
The investment house that surprised for the better after two difficult years: what did your training fund do in July?
Markets

The investment house that surprised for the better after two difficult years: what did your training fund do in July?

July was positive in the local market, but the strengthening of the shekel boosted foreign-oriented bodies and S&P 500 trackers. After difficult years, Altshuler Shaham and Yelin Lapidot had another good month, outperforming their competitors despite negative returns.

Aug 15, 2026
20:20ICE
Money Market Fund Rankings: The entity dominating the sector and is it worth choosing?
Markets

Money Market Fund Rankings: The entity dominating the sector and is it worth choosing?

Four of the five leading funds in terms of year-to-date yield belong to one investment house. However, is the market leader always the best choice, or should investors look closer at management fees? We analyze how to select a money market fund.

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