Positive catalysts are in place in all three countries, and across emerging markets valuations and earnings expectations make for a potential rebound in 2019. Such scary emerging market ...Read more 0
by Urban Carmel, The Fat Pitch Summary: Although US equities are up about 2% in 2018, Europe is down 10% and emerging markets are down more than 15%. ...Read more Comments Off on The US, usually regarded as the safest haven, should underperform. Europe, the most hated region, is likely to outperform.
by Jeffrey Kleintop, Senior Vice President and Chief Global Investment Strategist, Charles Schwab & Co., Inc. Key Points Economic growth for many of the world’s biggest economies is ...Read more Comments Off on Should You Invest In The Only Country Planning Stimulus In 2019?
by Kent Hargis, Chris Marx, Sammy Suzuki, AllianceBernstein Recent volatility reminds us that new risks are testing standard defensive equity strategies. Portfolios that offer downside protection need to ...Read more Comments Off on Market Sell-Off Shows Risk Is a Moving Target
In recent years, US market strength has lifted markets globally, despite recent bouts of market volatility. According to Templeton Global Equity Group, that US market strength has led ...Read more Comments Off on Finding Value among Stretched US Valuations, Market Dislocations
World markets have remained volatile over the last week as we have moved into the heart of quarterly earnings season. North American stocks have been all over the ...Read more Comments Off on Trends Shifting: International equities under pressure, Soft commodities turning around
Do you want to potentially decimate your long-term returns? Cambridge Associates new research report finds that getting out of the market too soon could cost you a dear ...Read more Comments Off on Cambridge Associates: Trying to time the market can decimate your long-term returns
by Andrew Pease, Chief Global Investment Strategist, Russell Investments Synopsis Trade wars, the U.S. Federal Reserve (the Fed), China stimulus and the direction of the U.S. dollar dominate ...Read more Comments Off on 2018 Global Market Outlook – Q4 update: "Maximum pressure"
by Urban Carmel, The Fat Pitch Summary: Fund managers came into 2018 very bullish, with cash levels at 4-year lows and allocations to global equities at 3-year highs. ...Read more Comments Off on By All Indications, US Equities Should Underperform, EM Now Contrarian Long