Section
Global Investing
2392 posts
Back to school: Macro cliff notes and a look ahead
by Tom Becker, Portfolio Manager, Global Tactical Asset Allocation Team, BlackRock Mid-summer markets were a bit of a…
SocGen's Albert Edwards: Why August turbulence might not yet be over
SocGen's Albert Edwards points out that the turbulence in equity markets may not yet be done in his…
Why Japan Bounced Back
by Keita Kubota & Kei Okamura, Portfolio Managers, Neuberger Berman A huge market shock and a prime Minister…
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…
Why Japan May Be the Next Semiconductor Powerhouse
by Grace Huang, Senior Analyst, AGF Investments Japan’s equity market has been hit hard by the recent correction…
Why stocks could have room to run
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Denise Chisholm still sees open runway for US…
Reversal of fortune
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Strong stock rally - After a sharp decline…
Why the recent market correction may have been an overreaction
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Bank of Japan - The Bank of Japan…
Carry Trade Unwind: Is It Really Over?
by Jeffrey Kleintop, Chief Global Market Strategist, Charles Schwab & Company Having been warned about the risk, investors…
"Dear Chairman"
by Cole Smead, Smead Capital Management Dear fellow investors, As the investors of Smead Capital Management know, we…
Justin Huhn: Exploring the Generational Bull Case for Uranium
Listen on The Move Uranium expert Justin Huhn, Founder & Publisher of Uranium Insider, joins Pierre Daillie…
Trade War 2.0: Should Investors Prepare?
by Jeffrey Kleintop, Chief Global Market Strategist, Charles Schwab & Company Potential for another trade war fueled by…
Reflecting On The Impact Of The USMCA
North American trade is booming, but gains have been uneven. by Vaibhav Tandon, Senior Economist, Northern Trust very…