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Global Investing
2180 posts
A sea change in international markets
by Matthew Poterba, CFA, Senior Analyst, Richard Bernstein Advisors With the volatility in global equity markets this year,…
2023 Global Market Outlook – Q2 update: Long and variable lags
by Andrew Pease, Russell Investments Executive summary: In our view, a U.S. recession is likely within the next…
A multi-asset perspective on recent bank turmoil: Don’t lose sight of the macro story
by Wylie Tollette, Ian Westley, Melissa Mayorga, Miles Sampson of Franklin Templeton Franklin Templeton Investment Solutions explores the…
MFS' Nicholas Paul: The Case for Global Small- and Mid-Cap Stocks
Nicolas J. Paul, CFA, Equity Portfolio Manager & Institutional Portfolio Manager at MFS Investment, highlights the compelling case…
Schwab Market Perspective: Ups and Downs
by Liz Ann Sonders, Jeffey Kleintop, Kathy Jones, and Kevin Gordon, Charles Schwab & Company Ltd. Lately it's…
Quick Thoughts: Banks and the butterfly effect—the global ramifications
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Financial market…
What The Collapse of Two U.S. Banks Could Mean for Markets
by Kevin McCreadie, MBA, CFA®, CEO, and Chief Investment Officer, AGF Investments Inc. This doesn’t appear to be…
Canadian and global portfolio perspectives – Fidelity's Joe Overdevest
March 2023 marks one year since the Bank of Canada raised its key benchmark interest rate for the…
Niels Clemens Jensen: One Year On
by Niels Clemens Jensen, CIO, Absolute Return Partners We forgot that war is history’s favourite driver of inflation.…
Dimensions & Insights: The US$1.7 trillion economic bloc that many miss
by Regina Curry, Chief Diversity Officer, Franklin Templeton Filling consumers’ needs can bridge communities with entrepreneurs and companies,…
Are You Focusing on the Wrong Central Bank?
by Jeffey Kleintop, Chief Global Strategist, Charles Schwab & Company Ltd. While investor attention is on the Fed,…
Relief for Global Investors as USD's Peak Marks End of World's Most Painful Trade
Top investors are betting that the worst of the dollar's rampage is over, and the currency is now…
Winter Resilience
by Carl R. Tannenbaum, Ryan James Boyle, Vaibhav Tandon, Northern Trust Positive economic developments, ranging from lower European…
The Polyurethane Economy: Flexible and Adaptable
by Rick Rieder, CIO, Global Fixed Income, and Russell Brownback, Head of Global Macro, Fixed Income, Blackrock Key…
China: What could drive its markets in 2023
by Victor Kohn, Steve Watson, and Kent Chan, Capital Group As nearly three years of lockdowns come to…
