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 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
The big theme running through world markets this week is the continued divergence of US markets and the North American economy from the rest of the world. China ...Read more Comments Off on SIA Weekly: Door Slammed Shut on Emerging Markets, Trade War Escalation
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors click to enlarge It was the best of times, it was the worst of times. A ...Read more Comments Off on China's Belt and Road Initiative Opens Up Unprecedented Opportunities
Trading in world markets over the last week has been dominated by two major themes. First, the impact of President Trump’s ongoing trade war threats are increasing international ...Read more Comments Off on SIA Weekly: Potential Disruptions to Trade and the Trend Higher in Crude Oil
Jeffrey Gundlach from DoubleLine Capital presented at the Strategic Investment Conference this past week. He started off his talk by saying we’re at a “moment of truth” that ...Read more Comments Off on Doubleline's Gundlach Makes Call for Higher Inflation, a Rally in EM Equities, and a Lower Dollar
by Gerald Hwang, Jirisan Capital Do you believe that taking riskier equity exposures should reward you with higher returns? Most finance education is founded on the positive correlation ...Read more Comments Off on What If Higher Risk Leads To Lower Returns?
by SIACharts.com This week in the SIA Equity Leaders Weekly, we are going take a look at the S&P 500 index (SPX.I) as it U.S. Equity markets have ...Read more Comments Off on SIA Weekly: A Look at the Trend in S&P500 and MSCI China ETF