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Global Investing
2481 posts
Tariffs, Treasuries, and Triumphs: A Breakneck Week in the Markets
by Hubert Marleau, Market Economist, Palos Management November 29, 2024 The Palos Macroeconomic Commentary will be off for…
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...
From Resistance to Rally: The 10-Year Breakout Making Singapore’s DBS Bank Shine
by SIACharts.com Today's Daily Stock report features DBS Bank Limited (DBS), a Singaporean multinational banking and financial services…
Myths and Reality
Sticky underlying price pressures could prevent a faster return to neutral monetary policy. by Carl R. Tannenbaum, Chief…
Key takeaways from October’s U.S. inflation reports
by BeiChen Lin, Russell Investments Executive summary: U.S. consumer-price increases during October matched consensus expectations The latest snapshot…
2025 investment outlook: After the landing
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Base case - We expect significant monetary policy…
Trade, Tariffs, and Inflation - It's a whole new world
by Jeffrey Roach, PhD, Chief Economist, LPL Financial It’s a Whole New World One of the biggest fears…
Doomberg: Trump, Energy Policy & Geopolitical Chaos
Listen on The Move In this episode, Richard and Pierre are joined by the brilliant and…
Three Portfolio Takeaways Inspired by Buffett
by Brian Manby, CFA Associate, Investment Strategy, WisdomTree Key Takeaways Buffett’s growing cash reserves signal caution in an…
Global ETF trends to watch in 2025
by Jason Xavier, Head of EMEA & Asia ETF Capital Markets, Franklin Templeton Jason Xavier, Head of EMEA…
Spotting the Next Big Thing: SIA’s Top-Down Meets Bottom-Up Market Insights
by SIACharts.com Many SIA practitioners use a top-down strategy to first identify the best relative strength performers across…
Red Waves and Bond Graveyards: The Fed’s Nightmare in Trump’s America
by Pierre Daillie, Managing Editor, AdvisorAnalyst.com
"What are they supposed to do now?" muses Gavekal.1 In a week filled with post-election jitters and bond market bruises,...
China stimulus – Game changer?
by Victor Kohn, Saurav Jain, & Kent Chan, Capital Group Do proposed stimulus measures in China change the…
Bond... Global bond.
From a distinguished pioneer in fixed income investing
For over a century, MFS Investment Management has guided American investors through every market condition on record. Since 2010, Sun Life Global Investments has been bringing this expertise to Canadian investors, through a multitude of Sun Life MFS funds.
China vs. Japan: A Battle for the Sharpest Equity Market Turns of 2024
by Key Takeaways August and September 2024 saw dramatic shifts in Japan and China’s equity markets, with Japan's…
Jeffrey Kleintop: Something's Gotta Give
by Jeffrey Kleintop, Chief Global Market Strategist, Charles Schwab & Company Business sentiment shows continuing decline; earnings estimates…
