Section
EAFE
8 posts
Trading Away From The U.S.?
by Vaibhav Tandon, Senior Economist, Northern Trust Global trade patterns are evolving. o anyone going through a breakup,…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Midyear insights: Opportunities amid globalization’s discontents
As US exceptionalism faces growing scrutiny, investors have increasingly sought portfolio diversification with international exposure. This recalibration raises the critical question of which economies and regions may be best positioned to thrive under our new tariff landscape. Franklin Templeton ETFs’ Dina Ting offers some insights for the second half of the year.
The View From The Far East
by Carl Tannenbaum, Chief Economist, Northern Trust Asian economies are in the crosshairs of U.S. trade policy. There…
2024 Elections: Big Bark, Little Bite
by Jeffrey Kleintop, Chief Global Market Strategist, Charles Schwab & Company Policy, more likely to be dictated by…
Expanding the Hunt for Attractively Valued Equities
by AllianceBernstein Global Equity Research When global equity markets tumbled in early August, investors got a glimpse of…
A Central Bank Trifecta
by Investment Solutions Group, MFS Investment Management As of noon on Friday, global equities were modestly firmer on…
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,…
119 Value Stocks are Back w/ Stephen Jenkins and Jackie Au, Sionna Investment Managers
Listen on The Move Every stock market correction is unique, with its own causes and consequences. There…
