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Global Investing
2508 posts
Early Impacts of the Trade War
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
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...
When Policy is The Problem: Uncertainty as Macroeconomic Shock Doctrine
In a sweeping new report, Goldman Sachs’ US Economics Research team—led by Jan Hatzius, Jessica Rindels, Manuel Abecasis…
Doomberg: Policy Uncertainty is the New Systemic Risk
Listen on The Move What happens when political ambition trumps economic reality? Doomberg lays it bare. In…
ERJ's Sky-High Run Ends—Here’s What the Charts Say Now
by SIACharts.com Today in our Daily Stock Report we are going to look at Embraer S.A. ADR. This…
The Trump Put Reloaded: When One Word Wags the Market
It took just one word. “Pause.” Not “rescind,” not “repeal,” not “reverse.” Just a fleeting, monosyllabic lull in…
Neuberger Berman: Q2 2025 Equity Market Outlook
by Neuberger Berman While surging tariffs and a hard sell-off have sown uncertainty, we expect negotiations to bring…
Thank You Jamie Dimon & Bill Ackman for the Volte-Face
by Hubert Marleau, Market Economist, Palos Management April 5, 2025. Last week, I wrote: “A reader reminded me…
Recalibrating for Higher Risk Without Overcorrecting
by Anwiti Bahuguna, Ph.D., Portfolio Manager, Northern Trust We’re adjusting our stance in response to rising risk while…
India Breaks Away From the Pack: The Only Major Market Rising While Global Equities Sink
by SIACharts.com In the latest monthly performance of global ETFs, India clearly stood out as the top performer,…
Relative Winners in a Trade War
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
From Oversold to Overachiever: WNS Breaks Out With a 10/10 Score
by SIACharts.com Shares of WNS Holdings have once again percolated to the top of the SIA International ADR…
Trade turmoil and the case for tactical country opportunities
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton ETFs If US President Trump’s “Liberation…
Shock, Slack, and Strategy: Why Canadian Markets Just Hit a Turning Point
It is the kind of conversation that starts with a whisper and ends in a thunderclap. In the…
Tariff Turbulence: Why Volatility is a Catalyst, Not a Crisis
Based on a conversation1 between David Richardson, Head, Enterprise Strategy, RBC Global Asset Management, and Stuart Kedwell, CFA,…
This Global Insurance Giant Just Crushed the Market — Up 37% YTD and Climbing
by SIACharts.com Today, we are reviewing another name from the SIA International ADR Index Report, Prudential PLC ADR…
