Section
Japan
106 posts
Land of the rising sun still shining
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Market Ethos November 27, 2023. Have you ever noticed…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Bank of Japan: End of an Era?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Global market roundup: Manufacturing, earnings season, inflation, and more
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Manufacturing weakness Purchasing Managers’ Indexes painted a weaker…
Japan Equities Are Compelling… But More Than 80% of Active Managers Are Underweight
by Drew Edwards and Rick Friedman, GMO LLC Investors have been chronically underweight Japan for the past three…
The Market Thinks the BoJ is In Play
by Stephen Vanelli, CFA, Knowledge Leaders Capital The Bank of Japan met last night to cap off a…
Doomberg: Separating Fact from Fiction
Listen on The Move The head of the Doomberg team, maestros at deciphering the complex symphony of the…
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…
Buy Japan, Hold U.S., Sell Europe
by Jeffrey Buchbinder, CFA, Chief Equity Strategist & Jeffrey Roach, PhD, Chief Economist, LPL Financial Buy Japan, Hold…
Japan: Has the Sleeping Giant Awakened?
by Akira Fuse, Equity Institutional Portfolio Manager, Carl Ang, Fixed Income Research Analyst, Ross Cartwright, Lead Strategist Investment…
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…
July 2023 Equity Market Outlook: Positive sentiment emerges as inflation slows
by Gabriel Sauma, Russell Investments Executive summary: Q2 2023 was a more favorable environment for Emerging Markets, Europe,…
A Central Bank Trifecta
by Investment Solutions Group, MFS Investment Management As of noon on Friday, global equities were modestly firmer on…
Japan: Reclaiming Lost Decades
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, and Michelle Gibley, Charles Schwab & Co., Inc.…
BofA Investor Sentiment: Risk-Love – Neither panic, nor euphoria
by Ritesh Samadhiya, CFA, Equity Strategist, Merrill Lynch, BofA Global Research Copyright © BofA Global Research
Debt Problem More Than Just a Ceiling
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Charles Schwab & Co., Inc. Although few nations…
