Section
Global Investing
2488 posts
Global ETF trends to watch in 2025
by Jason Xavier, Head of EMEA & Asia ETF Capital Markets, Franklin Templeton Jason Xavier, Head of EMEA…
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...
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…
Lessons For Europe
Closer integration could help the euro area keep pace with the U.S.
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…
