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Global Investing
2325 posts
Declaring Independence From the U.S.
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
April 25, 2024
Smead: Higher Natural Rates
by Cole Smead & William Smead, Smead Capital Management As we finish the first quarter of 2024 and…
April 16, 2024
How population decline could upend the global economy
by Jared Franz, Economist, Capital Group China recently joined the long list of countries that had more deaths…
April 11, 2024
Russell Investments: 2024 Strategic positioning update
by Russell Investments Strategic Asset Allocation Team Executive summary: The current macroeconomic backdrop mandates prudent portfolio management amid…
April 10, 2024
Earnings Season May Bring Changes
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
April 10, 2024
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada
Listen on The Move In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics…
April 9, 2024
Finding victories in a confusing first quarter for global markets
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways A confusing 1Q - Market swings punctuated the…
April 2, 2024
2024 Global Market Outlook – Q2 update: Pent-up exuberance
by Andrew Pease, Russell Investments Executive summary: We think it's more likely than not that the U.S. avoids…
March 31, 2024
Peccatiello: Expectations are Converging, Some Trades May Be "Crowded"
In his latest analysis, Alfonso Peccatiello, the Chief Strategist, at The Macro Compass explores the challenges that investors,…
March 29, 2024
What Could Turn China Around?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Charles Schwab & Co., Inc. Changes in China's…
March 26, 2024
Key takeaways from the latest central bank meetings
by Olga Bezrokov, Russell Investments Executive summary: The Bank of Japan delivered its first rate increase in 17…
March 24, 2024
Finding Pockets of Growth in Europe’s Overlooked Equity Market
by Thorsten Winkelmann, Chief Investment Officer—Europe and Global Growth, Marcus Morris-Eyton, Portfolio Manager—Europe and Global Growth, AllianceBernstein Attractive…
March 19, 2024
Where in the World Have Small Caps Performed Best?
by Jeremy Schwartz, CFA, Global Chief Investment Officer, Associate Director, Research, WisdomTree Many are drawn to large-cap stocks,…
March 18, 2024