Israel-Hamas War brings geopolitical risks to the forefront
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Israel-Hamas War The Israel-Hamas War has shocked the…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Neither a Lender Nor a Stockholder Be
by William H. Gross | October 4, 2023 Professional stock investors know little about bonds and vice versa…
Japan Equities Are Compelling… But More Than 80% of Active Managers Are Underweight
by Drew Edwards and Rick Friedman, GMO LLC Investors have been chronically underweight Japan for the past three…
Doomberg: Separating Fact from Fiction
Listen on The Move The head of the Doomberg team, maestros at deciphering the complex symphony of the…
Higher for longer. What if it’s “higher forever”?
by Andrew Beer, Managing Member, DBi In case anyone is interested, here's are some observations about #inflation and…
Taking Stock: Q4 2023 Equity Market Outlook
by Antonio (Tony) DeSpirito, Managing Director, Global Chief Investment, Fundamental Equities, BlackRock Key takeaways Q4 for the win?…
Fed's Slow Rate-Cut Plan Faces Historical Hurdles
In a recent Wall Street Journal1 article, James Mackintosh delves into the Federal Reserve's ambitious plans for the…
Key Macro Charts to Watch: Global Rate Ripples: Analyzing Key Players
Alfonso Peccatiello1 critiques the European Central Bank's (ECB) decision to raise interest rates to 4%, terming it a…
Howard Marks: Fewer Losers, or More Winners?
by Howard Marks, Vice-Chairman, Oaktree Capital My memos got their start in October 1990, inspired by an interesting…
5 megatrends reshaping markets
by Fidelity Viewpoints Key takeaways Global markets and economies have been undergoing several concurrent major shifts, or regime…
Piece of Work: Dissecting Labor Market Trends
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. The August jobs…
Why Is There More Volatility in My Portfolio?
by Dr. Martin Emery, Portfolio Strategist, GMO Systematic Global Macro Team, GMO LLC We have observed increasing volatility…
The High-Stakes Gambling of Masayoshi Son
According to Doomberg1, In 2019, a staggering private market transaction made headlines as shares of OYO, an Indian…
Global Boiling? Really?!?
“The era of global warming has ended; the era of global boiling has arrived.” – Antonio Guterres Throughout…
Why Timing the Market is So Hard
Dorothy Neufeld of Visual Capitalist asserts1, "Timing the market seems simple enough: buy when prices are low and…
