Section
Global Investing
2795 posts
Europe's Electricity Price Premium: A Structural Risk and a Multi-Year Investment Theme
Europe's electricity challenge has moved well beyond the realm of cyclical energy market disruption. In their August 2026…
Higher Rates, Smarter Plays: Three Lessons the Market Has Forced Investors to Learn
BlackRock Investment Institute's Weekly Commentary dated August 31, 20261 arrives at a moment of genuine reckoning. Authored by…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Emerging Markets: JPM’s New Strategic Investment Case
For fifteen years, the case for emerging markets was a story told with conviction and rewarded with mediocrity.…
Potential Was Never the Problem: Europe's Investment Cycle Has Arrived
Allianz Global Investors' Andrew Koch, Grant Cheng and Carola Dorn make the case that Europe's long-promised investment cycle is no longer a forecast — it is a construction site.
David Wong: Anything Can Happen — 3 Decades of Market Crises Shaped This $400B CIO's Playbook
Listen on The Move What do electricity, a forgotten 1920s financier, and Bobby Orr have to do…
China's Gold Chase: Strategy, Not Speculation
When Chinese President Xi Jinping tells Spanish Prime Minister Pedro Sánchez that "the international order is crumbling into…
The great inversion: Investment opportunities amid a new paradigm
For two decades, the United States consumed and China built. That division of labor has not merely evolved — it has inverted. The investment map drawn for the early 2000s no longer describes the next decade.
Warning Lights On
The global economy is moving forward with warning lights flashing.
Where Returns Have Come From
by Derek Benedet, Portfolio Manager, Purpose Investments Developed markets have crushed it over the past three years. Sentiment…
Terumo Jumps 84 Spots—Is a Bigger Breakout Taking Shape?
by SIACharts.com Terumo Corp ADR (TRUMY) is demonstrating improving relative strength within the Favored Green Zone in the…
The Next Phase of Broadening: HSBC AM Says the Equity Cycle Is Widening, but the Bar Is Rising
Equity markets have spent much of 2026 leaning on a single sturdy crutch: profits. In its August 2026…
Global Markets Navigate Conflict and Euphoria as the Bull Market Matures
Fisher Investments Institutional Group's Q2 2026 Market Perspectives Review and Outlook1 finds a bull market entering its late…
Why developed international equity ETFs deserve consideration
by Warner Wen, Capital Group For investors seeking a smoother ride when investing internationally, the answer may lie…
China's Long Game: Doomberg on the Energy Chess Match the West Doesn't Know It's Playing
There is an old joke about the person who loses a chess match in twelve moves and spends…
The Cartographer Returns: Reading MUFG's Atlas of 2026
Maps that matter for markets in 2026