Section
Global Investing
2559 posts
The silent majority: How 90% of ETF assets are proactively managed
The global exchange-traded funds (ETFs) market has rarely been more dynamic. Active strategies may be commanding the headlines, but index-based ETFs remain the bedrock of portfolios worldwide. And yet, misconceptions linger. Many still assume “passive” means automatic and effortless. But is tracking an index really as effortless as it may seem? Dina Ting, Head of Global Index Portfolio Management, explains.
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...
Will a Weak Dollar Enhance International Returns?
International stocks have outperformed the broad U.S. stock market so far this year. If the U.S. dollar continues to weaken, it could boost international returns even more.
Support for stocks builds despite mixed data
by Invesco Global Market Strategy Office Key takeaways Federal Reserve (Fed) — Will Fed Chair Jerome Powell signal…
Why security could be a durable investment theme
by Kent Chan, Equity Investment Director, & Noriko Chen, Equity Portfolio Manager, Capital Group Against a backdrop of…
Midyear Outlook in 5 charts
by Chris Buchbinder, Martin Jacobs, Samir Parekh, Chitrang Purani, Capital Group Who would have thought that after multiple…
India’s Headlines Got Worse. The Investment Case Got Better.
by Christopher Gannatti, CFA, Global Head of Research, & Ayush Babel, Director, Quantitative Research, WisdomTree Key Takeaways Despite…
Allocation Views: Can too much resiliency lead to fragility?
As global trade uncertainty recedes and macroeconomic conditions improve, investors face a complex landscape. This month's Allocation Views examines sustained equity-market momentum, driven by stronger economic activity and earnings, while cautioning against elevated valuations and unresolved tariff risks.
Europe's Economic Future: A Bright Spot?
While growth may slow in the near term, Europe's longer-term outlook appears to be improving.
Climbing the Market’s High-Wire Act
Or, how investors became thrill-seekers in a world of wobbly fundamentals
Hot And Sour
A period of slower growth and increased uncertainty lies ahead.
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
