Section
Global Investing
2562 posts
Natural Gas Explodes: How the Winter Surge is Driving Energy Stocks Higher
by SIACharts.com In the November 19th edition of the Daily Stock Report, Cheniere Energy Inc. (LNG) and the…
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...
Vanguard’s 2025 Outlook: Beyond the Soft Landing and Into Uncharted Tensions
As the world gears up for 2025, Vanguard’s Chief Global Economist, Joseph Davis, and team have released a…
UBS Unpacks the Economic and Investment Outlook for 2025
The UBS Chief Investment Office report, helmed by Paul Hsiao and Jason Draho, Ph.D., offers a comprehensive macroeconomic…
Torsten Sløk: 2025 Economic Outlook–Resilience Amid Challenges
As we approach 2025, the U.S. economy continues to defy historical norms and confound expectations. Apollo Global Management's…
Shifting Global Plates: The Investment Landscape for 2025-2029
The Robeco report, "Atlas Lifted: 2025-2029 Expected Returns", provides an intricate view of the tectonic shifts shaping global…
Glass Half Full: KKR’s Optimistic Outlook for 2025
KKR’s 2025 Investment and Economic Outlook serves as a measured yet optimistic guide for navigating the global economy’s…
How Will Emerging Markets Stocks Fare if Global Trade is Disrupted?
by Regina Chi, CFA® VP & Portfolio Manager, AGF Investments Inc. A focus on regions with strong economic…
Top Five Surprises for 2025
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
China’s Sleeping Giant Awakens: Is the Market Rally Poised for a 2025 Breakout?
by SIACharts.com The quote, "China is a sleeping giant, when she wakes she will shake the world," is…
The 4Rs of Japan’s Equity Market Resurgence
by Stephen Way, CFA®, SVP, Head of Global & Emerging Markets Equities, AGF Investments Inc. The 4Rs of…
Could European Equities Catch Up in 2025?
by Richard McGrath, Portfolio Advisor, AGF Investments Could European Equities Catch Up in 2025? Improving fundamentals and attractive…
2025 Annual Global Market Outlook: The Mechazilla Moment
by Andrew Pease, Russell Investments Executive summary: We expect that the U.S. will achieve a soft-landing in 2025,…
Trump 2.0 and the Semiconductor Supply Chain
by Yan Taw (YT) Boon, Head of Thematic – Asia, Neuberger Berman Donald Trump’s re-election could accelerate efforts…
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoney’s Alternative Exchange1 event in mid-November 2024 (you’ll have to register to watch it, and it’s worth it), three of the industry’s boldest voices—David Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)—stepped onto the stage.
Three-Peat? A Market Recap and Analysis
by Craig Basinger, Purpose Investments, & Team, Purpose Investments Jump To Trump Term 2.0 Equities – Can US…
