Section
Global Investing
2579 posts
Vision 2025: Lessons from Fidelityās Heavyweights
by Pierre Daillie, Managing Editor, AdvisorAnalyst.com The art of capital allocation is an unforgiving pursuit, where mistakes are…
Prepare, Donāt 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 wonāt come down anytime soon, and the growing correlation between stocks and bonds...
OPEC, Shaleās Twilight, and Canadaās Underrated Power Play
The world is awash in energy ignorance. Oil demand is at all-time highs. Inventories are scraping historic lows. And yet, the prevailing narrative...
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…
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 āseverely underpricedā 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 ā 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, CFAĀ® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Trump 2.0: The Deregulation Agenda ā No New Rules?
by Que Nguyen, Research Affliates Key Points Deregulation will be central to President Trumpās second-term policy agenda, just…
MFS: 2025 - Six Key Themes
by Market Insights Team, MFS Investment Management SUMMARY As investors look to 2025, a numberĀ of key themes ā…
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, CFAĀ® 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 Editorās Note: Our team generates a lot of…
