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Global Investing
2248 posts
Key Macro Charts to Watch: Global Rate Ripples: Analyzing Key Players
Alfonso Peccatiello1 critiques the European Central Bank's (ECB) decision to raise interest rates to 4%, terming it a…
September 20, 2023
Equities May Stumble over Rising U.S. Earnings Expectations
by Christopher Shipley, Chief Investment Strategist – North America, Northern Trust Increasing market expectations for U.S. earnings growth…
September 20, 2023
Schwab Market Perspective: Tension
by Liz Ann Sonders, Chief Investment Strategist, Jeffrey Kleintop, Kathy Jones and Kevin Gordon, Charles Schwab & Company…
September 17, 2023
Japan: Has the Sleeping Giant Awakened?
by Akira Fuse, Equity Institutional Portfolio Manager, Carl Ang, Fixed Income Research Analyst, Ross Cartwright, Lead Strategist Investment…
September 13, 2023
Little trouble in big China matters
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Market Ethos - Richardson Wealth September 11, 2023 China’s…
September 12, 2023
The sun may finally be rising on Japanese stocks
by Bill Kennedy, Portfolio Manager, Fidelity Investments Several key factors, ranging from equity valuations to energy and currency…
September 7, 2023
Inflation Expectations
by William Smead, CIO, Smead Capital Management Dear fellow investors, As the chart below shows, investors are demanding…
September 6, 2023
EMs begin to cut rates as inflation trends lower
by Kirstie Spence & Harry Phinney, Fixed Income Portfolio Managers, Capital Group Brazil’s central bank kicked off a…
September 4, 2023
Reshoring is Real
by Vaibhav Tandon, Senior Economist, Northern Trust Supply chains are realigning, to China's dismay. “Digging to China” is…
August 25, 2023
Late-Summer Debates
by Timothy F. Creedon, CFA, Director of Global Equity Research, Neuberger Berman A few key issues could disrupt…
August 22, 2023
Triumph of the Optimists?
by Katie Nixon, CFA, CPWA®, CIMA®, Chief Investment Officer, Northern Trust Wealth Management Despite being the height of…
August 20, 2023