Section
Global Investing
2435 posts
Market uncertainty ramps up around the world
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways International Monetary Fund (IMF) - The IMF raised…
Jurrien Timmer: "Fall Colors" (Week of 10/21/24)
by Jurrien Timmer, Director of Global Macro, Fidelity Investments This information is provided for educational purposes only and…
Jeffrey Kleintop: Pivot to Fiscal Policy
by Jeffrey Kleintop, Chief Global Market Strategist, Charles Schwab & Company Tighter fiscal policy in Europe and China…
60/40? A Second Opinion from GMO's Ben Inker
Join hosts Mike and Audrey in this first episode of Insight and Opinion as they explore the evolving relevance of the classic 60/40 portfolio strategy. They dive into Ben Inker's critical analysis from GMO1, which highlights the '60/40 autopilot problem' and proposes the Benchmark-Free Allocation Strategy (BFAS) as an adaptive investment approach.
MFS: Monthly Equity Market Topics (October 2024)
by Ross Cartwright, Lead Strategist, Investment Solutions Group, MFS Investment Management In Brief China’s Economic Stimulus: A Glimmer…
Breaking Through: Sea Limited's Dramatic Rise and SIA's Winning Stock Selection Formula
by SIACharts.com Sea Limited (SE) is a tech conglomerate headquartered in Singapore with a market cap of $55…
From Downturn to Outperformer: How KWEB Became the Star of the China Market Rally
by SIACharts.com KWEB tracks the CSI Overseas China Internet Index, which includes China-based companies focused on internet and…
NBI's Martin Lefebvre: Q4 2024 - 2025 Economic and Market Outlook
Listen on The Move Navigating Economic Uncertainty: Insight from Martin Lefebvre In this episode of the Insight is…
Exploring Opportunities for Global Small- and Mid-Cap Stocks in the Next Cycle
by Nicholas J. Paul, CFA, Institutional Portfolio Manager, MFS Investment Management The global small- and mid-cap asset class…
Is China Investable Again?
by Jeffrey Kleintop, Chief Global Market Strategist, Charles Schwab & Company Should China deliver sufficient stimulus to break…
Global Macro Outlook: Fourth Quarter 2024
by AllianceBernstein Research What You Need To Know Monetary policy began to transition from restrictive to neutral last…
China’s Stimulus Surge: A Boost for Markets or a Risky Bet?
China’s latest stimulus, launched in September 2024, represents an effort to stabilize an economy struggling with internal and external pressures. But the question remains:
Hamilton Australian Banks ETF Shines as Macquarie Group Leads the Charge
by SIACharts.com Macquarie Group Limited is an Australian multinational investment banking and financial services group headquartered in Sydney…
Outpacing the Market: Why QFIN's 10/10 SMAX Score Signals Strong Growth
by SIACharts.com Qifu Technology (QFIN) is a Credit-Tech platform in China that provides a comprehensive suite of technology…
Quick Thoughts: China acts—how will markets react?
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute China’s central bank and financial…
