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Global Investing
2562 posts
A Pivotal Week: Tech Shift, Fed Patience, Tariff Turbulence
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
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...
Capital Group's Rob Lovelace on what could drive markets in 2025
by Rob Lovelace, Equity Portfolio Manager and Chair, Capital International, Inc. As we enter the midpoint of the…
DB's George Saravelos: Markets “severely underpriced” the risk of renewed trade war
In a stunning escalation of trade tensions, the Trump administration has announced sweeping tariffs covering 44% of total…
Deutsche Bank Smashes Resistance – Is $24 the Next Stop?
by SIACharts.com Shares of Deutsche Bank AG (DB) have had a strong start to 2025, with a YTD…
Tariffs: Bark Worse Than Bite?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Trump 2.0: The Deregulation Agenda – No New Rules?
by Que Nguyen, Research Affliates Key Points Deregulation will be central to President Trump’s second-term policy agenda, just…
MFS: 2025 - Six Key Themes
by Market Insights Team, MFS Investment Management SUMMARY As investors look to 2025, a number of key themes —…
Siemens Breaks Out: Could the Ukraine Conflict Signal a Bullish Catapult for European Stocks?
by SIACharts.com In today's Equity Leaders Weekly, we discussed the ongoing conflict in Central Europe and its impact…
Jurrien Timmer: Life is a Festival of Disruption (Week of 1/21/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Remembering the Great David Lynch…
Schwab Market Perspective: Markets vs. Economy
by Liz Ann Sonders, Kathy Jones, & Jeffrey Kleintop, Charles Schwab & Company Ltd. Strong U.S. economic data…
What's Ahead for China in 2025?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Health check: How is the global economy holding up? Canada?
by Paul Eitelman, Russell Investments Executive summary: Canadian equity markets took the resignation of Prime Minister Justin Trudeau…
Northern Trust: Random Thoughts
by Carl Tannenbaum, Ryan Boyle and Vaibhav Tandon, Northern Trust Editor’s Note: Our team generates a lot of…
JPM's David Kelly–Navigating 2025: Out of the Storm, Into the Fog
The 2025 Investment Outlook from J.P. Morgan Asset Management, led by Chief Global Strategist David Kelly, provides a…
Turning the Page: WisdomTree’s 2025 Investment Outlook
“Big stock market leadership changes need some ruction, some big change in the system,” WisdomTree’s team observes in…
