Section
Global Investing
2579 posts
Golden Cross and Breakout: Why Alibaba’s Chart Just Flashed Bullish
by SIACharts.com Shares of BABA have once again moved back into the favored zone of the SIA International…
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...
Navigating Paradigm C: Darius Dale on Fiscal Dominance, Fed Policy, and the Future of Investing
A sweeping, data-driven diagnosis of the U.S. economy, policy regime shifts, and the investment strategies retail and institutional investors alike should be considering, according to 42 Macro's Darius Dale.
The Metal That Won’t Bend: Copper’s Inflation Warning—and the Stock Riding It Higher
by SIACharts.com Despite ongoing weakness in employment data suggesting broader economic softness, copper prices have remained notably resilient.…
Global Macro Insights: August 2025
Will the US dollar continue to weaken? Templeton Global Macro explores the global market and investment implications if the dollar’s decline continues.
Rising Tensions in Europe Spark Volatility Amid Political and Bond Market Uncertainty
by SIACharts.com After a subdued summer, volatility returned last week, sparked by a sharp selloff in European bonds…
The silent majority: How 90% of ETF assets are proactively managed
The global exchange-traded funds (ETFs) market has rarely been more dynamic. Active strategies may be commanding the headlines, but index-based ETFs remain the bedrock of portfolios worldwide. And yet, misconceptions linger. Many still assume “passive” means automatic and effortless. But is tracking an index really as effortless as it may seem? Dina Ting, Head of Global Index Portfolio Management, explains.
Will a Weak Dollar Enhance International Returns?
International stocks have outperformed the broad U.S. stock market so far this year. If the U.S. dollar continues to weaken, it could boost international returns even more.
Support for stocks builds despite mixed data
by Invesco Global Market Strategy Office Key takeaways Federal Reserve (Fed) — Will Fed Chair Jerome Powell signal…
Why security could be a durable investment theme
by Kent Chan, Equity Investment Director, & Noriko Chen, Equity Portfolio Manager, Capital Group Against a backdrop of…
Midyear Outlook in 5 charts
by Chris Buchbinder, Martin Jacobs, Samir Parekh, Chitrang Purani, Capital Group Who would have thought that after multiple…
India’s Headlines Got Worse. The Investment Case Got Better.
by Christopher Gannatti, CFA, Global Head of Research, & Ayush Babel, Director, Quantitative Research, WisdomTree Key Takeaways Despite…
Allocation Views: Can too much resiliency lead to fragility?
As global trade uncertainty recedes and macroeconomic conditions improve, investors face a complex landscape. This month's Allocation Views examines sustained equity-market momentum, driven by stronger economic activity and earnings, while cautioning against elevated valuations and unresolved tariff risks.
Europe's Economic Future: A Bright Spot?
While growth may slow in the near term, Europe's longer-term outlook appears to be improving.
Climbing the Market’s High-Wire Act
Or, how investors became thrill-seekers in a world of wobbly fundamentals
Hot And Sour
A period of slower growth and increased uncertainty lies ahead.
