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…
September 20, 2023
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…
September 13, 2023
5 megatrends reshaping markets
by Fidelity Viewpoints Key takeaways Global markets and economies have been undergoing several concurrent major shifts, or regime…
September 7, 2023
Piece of Work: Dissecting Labor Market Trends
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. The August jobs…
September 7, 2023
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…
September 1, 2023
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…
August 29, 2023
Global Boiling? Really?!?
“The era of global warming has ended; the era of global boiling has arrived.” – Antonio Guterres Throughout…
August 25, 2023
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…
August 16, 2023
The Butterfly Effect in Commerce: When Warehouses Meet Politics
“When trade stops, war comes.”– Jack Ma Drawing parallels from James Gleick's book Chaos: Making a New Science,…
August 10, 2023
The Rise and Democratization of Private Markets: An Exploration
Private markets have historically been the playground of institutional and ultra high net worth investors. However, a quiet…
August 9, 2023
AOH1996: Breakthrough Cancer-Killing Drug or Just Another Hype?
“The fact that hype exists doesn't prove that something is not important.” – Vilayanur Ramachandran This sentiment is the…
August 9, 2023
BofA Flow Show: Debt Stop Noise
by Michael Hartnett, Chief Investment Strategist, BofA Securities Copyright © BofA Securities
August 8, 2023
The Consumer and the Stock Market
by Shannon Saccocia, CFA, CIMA, Chief Investment Officer - Private Wealth, Neuberger Berman As the “wealth effect” is…
August 8, 2023
H2/23 Investor Playbook: Portfolio Positioning Heading into the Final Innings of this Cycle
by Nadeem Kassam, CFA, MBA, Investment Strategist, Kassam Advisory Solutions Please note: This is an independent research report…
August 2, 2023
Divergence: Rate Cuts, Pauses, and Hikes
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, and Michelle Gibley, Charles Schwab & Co., Inc.…
August 1, 2023