Section
Global Investing
2559 posts
"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…
June 23, 2025
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...
The Iran-Israel Conflict And The Likely Impact On The Market
by Lance Roberts, RIA The Iran-Israel conflict and equity markets are now in sharp focus. As direct strikes…
June 18, 2025
Navigating geopolitical volatility in the Middle East
With the escalation of military conflict between Israel and Iran, investors are guardedly watching the events, which still have the potential to spread, impact Mideast energy supplies, and increase global economic uncertainty. To address those concerns, Lawrence Hatheway, Global Investment Strategist at Franklin Templeton Institute, moderated a discussion with some of our investment professionals with expertise in the region to hear their thoughts on possible effects on global financial markets.
June 18, 2025
Muted Market Response to Iran Attacks
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
June 18, 2025
Putting markets into perspective as Middle East tensions escalate
by Invesco Global Market Strategy Office Key takeaways Market movements - A significant escalation in the Israel-Iran conflict…
June 17, 2025
Where the Real AI Gold Lies: Investing in the Ripples, Not the Splash
by AdvisorAnalyst.com Everyoneâs buzzing about GPUs, ChatGPT, and the AI arms raceâbut Morgan Stanleyâs Counterpoint Global team is…
June 15, 2025
Trading Away From The U.S.?
by Vaibhav Tandon, Senior Economist, Northern Trust Global trade patterns are evolving. o anyone going through a breakup,…
June 12, 2025
Midyear insights: Opportunities amid globalizationâs discontents
As US exceptionalism faces growing scrutiny, investors have increasingly sought portfolio diversification with international exposure. This recalibration raises the critical question of which economies and regions may be best positioned to thrive under our new tariff landscape. Franklin Templeton ETFsâ Dina Ting offers some insights for the second half of the year.
June 12, 2025
2025 midyear investment outlook: The global reset
by Invesco Global Market Strategy Office Key takeaways Continued uncertainty -Â Weâre wary about precise estimates of where tariff…
June 12, 2025
The View From The Far East
by Carl Tannenbaum, Chief Economist, Northern Trust Asian economies are in the crosshairs of U.S. trade policy. There…
June 10, 2025
KISS 2025: The Big Picture Shifts Reshaping Your Portfolio Playbook
Louis-Vincent Gave breaks it downâsimply, sharply, and with implications you canât ignore. âWhen the facts change, I change…
June 9, 2025