Section
Global Investing
2507 posts
Global equities: The case for Europe
by Stephen Dover, CFA, Head of Franklin Templeton Institute A funny thing has happened thus far in 2025.…
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...
India's AI Gambit: The Tech-tonic Shift That Could Reshape Asia's Digital Order
Can the World's Third Most Digitalized Nation Leap from DPI Dominance to AI Leadership? India stands at an…
Why Does Volatility Often Lead to Strong Emerging Equity Returns?
by Sammy Suzuki, CFA, Head—Emerging Markets Equities, AllianceBernstein Emerging-market (EM) stocks might not seem an obvious choice for…
Central banks are treading carefully
by Invesco Global Market Strategy Office Key takeaways US-China tariffs - Markets are taking a significant de-escalation of…
Bond Voyage! Rethinking Traditional Diversifiers in the Modern ETF Era
In the most recent episode of "Raise Your Average,”1 co-hosts Pierre Daillie and Mike Philbrick welcome back Tony…
Calibrating Chaos: Hugo Lavallée on Staying the Course, Spotting Opportunity, and Ignoring the Noise
In a market where volatility often masquerades as chaos, Hugo Lavallée, Portfolio Manager at Fidelity Investments, sees calibration.…
Hitachi’s Digital Reinvention: From Hardware Giant to AI Powerhouse
by SIACharts.com Shares of Hitachi recently entered the favored zone of the newly created SIA International CDR Report,…
International Exceptionalism?
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments On a handful of occasions over the…
The Return of Value: Bargain Hunting and Global Opportunity in a Volatile Market
As the market continues to adjust to a regime of higher-for-longer interest rates and heightened geopolitical friction, Mackenzie…
Buffett Steps Back, His Insights Remain
by Jeremy Schwartz, CFA, Global Chief Investment Officer, WisdomTree™ Key Takeaways At his 60th Berkshire Hathaway annual meeting,…
The India Stack: The Case for Investing in India's Booming Tech Sector with Kevin Carter
Listen on The Move The most important tech story of the decade isn’t in Silicon Valley—it’s unfolding…
Tariffs: Q1 Impacts and Q2 Negotiations
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Capital Group's Carl Kawaja on Policy Risk, Flexibility, Focus, and Finding Tomorrow’s Gold
In a rapidly shifting global landscape, investors are faced with an unrelenting challenge: how to distinguish true opportunity…
Orange Crush: The French Telecom Giant Just Broke a 24-Year Barrier
by SIACharts.com Orange S.A. (ORANY), a $39 billion corporation, is a major French telecommunications company operating in over…
Early Impacts of the Trade War
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
