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Global Investing
2315 posts
Hugh Hendry: How to make the 'Debt Ceiling' and 'Supply' problem disappear?
Hugh Hendry joined us for over an hour earlier this year in what was an amazing conversation about…
January 15, 2024
Progress Report: Dassault Systèmes
by NEI Investments Summary We encourage Dassault to enhance disclosure of their customer due diligence procedures. Highlights Objective:…
January 15, 2024
Deciphering Bond Market Signals
Alfonso "Macro Alf" Peccatiello, founder and chief strategist of The Macro Compass, provides a compelling analysis of the…
January 11, 2024
Five market lessons from 2023, and five predictions for 2024
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Interest rates matter This is a hyper rate-sensitive…
January 10, 2024
Election year suggests a more subdued ‘24
by Russ Koesterich, JD, CFA, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses why equity performance in…
January 9, 2024
Looking Further Afield for Opportunities
by Stephen Way, SVP and Head of Global & Emerging Markets Equities, AGF Investments Inc. Looking Further Afield…
December 27, 2023
Market Concentration in Magnificent Seven Distorts Index Exposures
by US Equities, AllianceBernstein US equity market returns have been disproportionately driven by the so-called Magnificent Seven (Mag…
December 21, 2023
Fidelity's Ilan Kolet: 2024 Macro and Investment Outlook
Listen on The Move Join us for this enlightening conversation with Ilan Kolet, Institutional Portfolio Manager, Global Asset…
December 21, 2023
Top 5 Global Risks of 2024
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
December 20, 2023
Above the Noise: Anticipating a new year and a new market environment
by Brian Levitt, Global Market Strategist, Invesco It’s the holiday season, so hoop-de-do. My apologies, but if I…
December 19, 2023
2024 Market Outlook: Widening the Lens
by Schwab Center for Financial Research We expect a turning point in 2024, but investors may have to…
December 12, 2023
Deep Dive into Global Economic and Market Outlook, and AI's Role with Joaquin Kritz Lara
Listen on The Move Join us in conversation with Joaquin Kritz Lara, Chief Economist at Numera Analytics,…
December 7, 2023
2024 Global Market Outlook: The Twilight Zone
by Andrew Pease, Russell Investments Executive summary: It’s possible that a 2024 recession could be avoided, but we…
December 7, 2023
2024 Global Outlook: The Big Picture
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
December 4, 2023