Section
Global Investing
2579 posts
Canada at the Crossroads: How the Trade War is Reshaping the 2025 Election
It is said that history does not repeat itself, but it often rhymes. With the looming shadow of…
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...
Three Reasons we’re Overweight Japanese Equities
by Rick Friedman and John Thorndike, GMO LLC In a world of rich valuations and heightened geopolitical uncertainties,…
Global Markets Diverge: China and Europe Surge While U.S. Stocks Tumble
by SIACharts.com Focusing on weekly performance, several major U.S. stock market indices experienced declines over the past week.…
Making International Great Again?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
European stock markets surge as US stock market sags
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways German spending - Plans to increase defense and…
Gold Fields Ltd. Just Cracked a 20-Year Resistance—What’s Next?
by SIACharts.com Given the recent moves within the SIA Asset Class Rank and the volatility in the market,…
When the dust won’t settle
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income economists…
Why the Only Certainty in Financial Markets Right Now is Uncertainty
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. For every potential positive the…
Forget the Magnificent 7: Meet China’s Terrific 10
by Yan Taw (YT) Boon, Head of Thematic – Asia, Neuberger Berman China’s top tech firms are emerging…
US uncertainty, German elections top global market news
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways FOMC - Minutes from the Federal Open Market…
The New Magnificent Seven?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
European stock valuations are knocking—answer
by Mandana Hormozi, & Tim Rankin, Portfolio Managers, Research Analysts, Franklin Mutual Series Franklin Mutual Series sees value…
The Silent Revolution: How China’s Tech Sector Is Catching Up to the Magnificent 7
by SIACharts.com China is making significant strides in both the AI and semiconductor sectors, signaling growing independence and…
Safe Haven From the Trade War?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Can Anyone Replace China?
by Vaibhav Tandon, Senior Economist, Northern Trust Chief International Economist Vaibhav Tandon reviews the barriers protecting China's role…
