Section
Global Investing
2558 posts
Debt, Defense, and Denial: Why the U.S. Canât Afford to Ignore the Fiscal Warning Signs
Thereâs no shortage of people warning about Americaâs debt problem. The real question isâwhy now? Why is this…
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...
Midway Through 2025, WisdomTree Says Itâs Time to Tune Out the Noise and Get Back to Basics
With so many headlines flying aroundâwars, tariffs, political dramaâitâd be easy to lose track of what really matters.…
The Worldâs Shifting â Here's How Capital Group Thinks You Should Shift With It
âIt feels a bit like the title of the Oscar-winning movie Everything Everywhere All at Once,â says Jody Jonsson, Vice Chair and Portfolio Manager at Capital Group
Five trends to watch as US stocks hit a new high
by Invesco Global Market Strategy Office Key takeaways US stocks - The S&P 500 Index closed last week…
Energy: Global Excess or Shortage of Power?
Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.
Global X Mid-Year Outlook: Strategies for a Shifting Market Landscape
Global X ETFs' Chris McHaney, Raghav Mehta, Brooke Thackray, Alex Smahtin, and Andrew Albrecht provide their perspectives in…
Europe Rockets, Asia Stumbles: The Global Market Plot Twist No One Saw Coming
by SIACharts.com Over the past six months, global equity markets have shown striking regional divergence, with Europe emerging…
Above the Noise: Putting pessimism in perspective
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Recession perceptions - High yield bond spreads indicate that…
Navigating the Disconnect: How David Way Is Positioning for What Might Come Next
Fidelityâs long/short portfolio manager, David Way, sees structural breaks, tactical opportunity, and the return of market discipline.
Flying Cars, AI Storylines, and the Future of Investing: TDAMâs Big and Bold Outlook for 2035
Letâs be honestâpredicting where investing is headed ten years from now feels a bit like guessing what the…
What's Going OnâŚWith Inflation?
Inflation's trend has been favorable this year, but a growing conflict in Iranâcombined with already-imposed tariffsâmight put upward pressure in prices later this year.
Oil moves on Middle East tensions, but other markets stay the course
by Invesco Global Market Strategy Office Key takeaways Middle East -Â Tensions remain high, but a sustained rise in…
Mirror-Image Quarters and Iran
by Brian S. Wesbury â Chief Economist & Robert Stein, CFA â Deputy Chief Economist, First Trust Portolios…
Resilient Markets, Resource Rethinks, and the New Relevance of Canada
AGF's Mike Archibald, Portfolio Manager, John Christofilos, Chief Trading Officer, Pulkit Sabharwal, Research Analyst, and David Pett, Producer, weigh in on oil, commodities, geopolitics, and Canada's evolving role in global capital flows.
"Surreal" Market Signals and the Road Ahead: Gundlach's Mid-Year Macro Dissection
Jeffrey Gundlach, the ever-skeptical maestro of macro at DoubleLine Capital, titled his June 10, 2025 webcast1 "Surreal"âa fitting…
