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Global Investing
2579 posts
Flying Cars, AI Storylines, and the Future of Investing: TDAM’s Big and Bold Outlook for 2035
Let’s be honest—predicting where investing is headed ten years from now feels a bit like guessing what the…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
What's Going On…With Inflation?
Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.
Oil moves on Middle East tensions, but other markets stay the course
by Invesco Global Market Strategy Office Key takeaways Middle East - Tensions remain high, but a sustained rise in…
Mirror-Image Quarters and Iran
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Resilient Markets, Resource Rethinks, and the New Relevance of Canada
AGF's Mike Archibald, Portfolio Manager, John Christofilos, Chief Trading Officer, Pulkit Sabharwal, Research Analyst, and David Pett, Producer, weigh in on oil, commodities, geopolitics, and Canada's evolving role in global capital flows.
"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"—a fitting…
Value Vantage Point: As Japanese companies change, investment opportunities bloom
Franklin Mutual Series remains bullish on Japanese companies embracing corporate change, underpinned by budding economic progress.
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…
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.
Muted Market Response to Iran Attacks
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
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…
Wesbury: Dueling Economies
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Japan’s Corporate Reforms Create a Catalyst for Equity Returns
by Zhiyuan Tao, CFA, David Wong, Bob Herr, AllianceBernstein A new culture of reform at Japanese companies offers exciting…
Where the Real AI Gold Lies: Investing in the Ripples, Not the Splash
by AdvisorAnalyst.com Everyone’s buzzing about GPUs, ChatGPT, and the AI arms race—but Morgan Stanley’s Counterpoint Global team is…
Trading Away From The U.S.?
by Vaibhav Tandon, Senior Economist, Northern Trust Global trade patterns are evolving. o anyone going through a breakup,…
