Section
Global Investing
2550 posts
Hot And Sour
A period of slower growth and increased uncertainty lies ahead.
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...
Bayer's $11B Blunder May Be Turning Into a Breakout
by SIACharts.com Shares of Bayer have spent the past 9 years in a downtrend, falling from $28 to…
Top-Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap
Listen on The Move What do advisors do when markets feel like a giant game of Jenga—top-heavy,…
Are rising Japanese sovereign yields a canary in the coalmine?
Head of Global Short Duration and Liquidity Daniel Siluk explains the implications the doubling of Japanese government bond yields could have on other sovereign issuers and how recent election results could exacerbate the trend.
JP Morgan’s 2025 Mid-Year Outlook: A Changing Landscape Calls for Sharper Navigation
As we round the corner into the second half of 2025, the economic road may look smooth—but make…
What Will 2025 Really Be Remembered For?
Louis-Vincent Gave’s Big-Picture View, Simplified
What Today’s Investors Are Really Thinking—and Why Advisors Matter More Than Ever
After a couple of years of blockbuster returns and a stock market that seemed to do no wrong,…
Debt, Defense, and Denial: Why the U.S. Can’t Afford to Ignore the Fiscal Warning Signs
There’s no shortage of people warning about America’s debt problem. The real question is—why now? Why is this…
Midway Through 2025, WisdomTree Says It’s Time to Tune Out the Noise and Get Back to Basics
With so many headlines flying around—wars, tariffs, political drama—it’d be easy to lose track of what really matters.…
The World’s Shifting — Here's How Capital Group Thinks You Should Shift With It
“It feels a bit like the title of the Oscar-winning movie Everything Everywhere All at Once,” says Jody Jonsson, Vice Chair and Portfolio Manager at Capital Group
Five trends to watch as US stocks hit a new high
by Invesco Global Market Strategy Office Key takeaways US stocks - The S&P 500 Index closed last week…
Energy: Global Excess or Shortage of Power?
Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.
Global X Mid-Year Outlook: Strategies for a Shifting Market Landscape
Global X ETFs' Chris McHaney, Raghav Mehta, Brooke Thackray, Alex Smahtin, and Andrew Albrecht provide their perspectives in…
Europe Rockets, Asia Stumbles: The Global Market Plot Twist No One Saw Coming
by SIACharts.com Over the past six months, global equity markets have shown striking regional divergence, with Europe emerging…
Above the Noise: Putting pessimism in perspective
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Recession perceptions - High yield bond spreads indicate that…
