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Global Investing
2248 posts
Is India the new China?
by Adam Turnquist, CMT, Chief Technical Strategist, LPL Research India has emerged as a compelling economic growth story…
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…
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…
Buy Japan, Hold U.S., Sell Europe
by Jeffrey Buchbinder, CFA, Chief Equity Strategist & Jeffrey Roach, PhD, Chief Economist, LPL Financial Buy Japan, Hold…
Schwab Market Perspective: Tension
by Liz Ann Sonders, Chief Investment Strategist, Jeffrey Kleintop, Kathy Jones and Kevin Gordon, Charles Schwab & Company…
Japan: Has the Sleeping Giant Awakened?
by Akira Fuse, Equity Institutional Portfolio Manager, Carl Ang, Fixed Income Research Analyst, Ross Cartwright, Lead Strategist Investment…
Little trouble in big China matters
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Market Ethos - Richardson Wealth September 11, 2023 China’s…
The Growing List—and Politicization—of BRICS and Friends
by Quincy Krosby, PhD, Chief Global Strategist, LPL Financial The BRIC acronym, without the “S,” was introduced in…
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…
Inflation Expectations
by William Smead, CIO, Smead Capital Management Dear fellow investors, As the chart below shows, investors are demanding…
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…
Reshoring is Real
by Vaibhav Tandon, Senior Economist, Northern Trust Supply chains are realigning, to China's dismay. “Digging to China” is…
Rising Yields, China’s Woes Undermine Stocks
by Investment Solutions Group, MFS Investment Management A review of the week’s top global economic and capital markets…
Late-Summer Debates
by Timothy F. Creedon, CFA, Director of Global Equity Research, Neuberger Berman A few key issues could disrupt…
Triumph of the Optimists?
by Katie Nixon, CFA, CPWA®, CIMA®, Chief Investment Officer, Northern Trust Wealth Management Despite being the height of…
