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Markets
27322 posts
What’s New With Fixed Income?
by John Lohse, CFA, Senior Analyst, Research, LPL Research After a strong third quarter in which the Bloomberg…
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...
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…
NBI's Martin Lefebvre: Q4 2024 - 2025 Economic and Market Outlook
Listen on The Move Navigating Economic Uncertainty: Insight from Martin Lefebvre In this episode of the Insight is…
Exploring Opportunities for Global Small- and Mid-Cap Stocks in the Next Cycle
by Nicholas J. Paul, CFA, Institutional Portfolio Manager, MFS Investment Management The global small- and mid-cap asset class…
Is China Investable Again?
by Jeffrey Kleintop, Chief Global Market Strategist, Charles Schwab & Company Should China deliver sufficient stimulus to break…
U.S. markets today are extremely concentrated. What does this mean for active management?
by Alexander Baker & Jonathan Woo, Russell Investments Executive summary: Market concentration in the U.S. is the highest…
The Politics of Limits
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
CNQ’s $6.5B Acquisition: Game-Changer or Stock Stagnation Trap?
by SIACharts.com Canadian Natural Resources Ltd. (CNQ.TO) is a senior crude oil and natural gas production company with…
Rick Rieder: "Moving the Needle"
by Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock "I skate to where the puck is…
Rising Productivity Shows Economy Remains Resilient
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
On My Mind: For a few rate cuts more
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Recent data releases continue to point to…
Just When We Recalibrated, Another Shock Arrived
by Jeffrey Roach, PhD, Chief Economist, LPL Financial Federal Reserve Chair Jerome Powell said last month’s decision to…
Bull Trap Alert: FedEx's Technical Breakdown Raises Red Flags for Investors
by SIACharts.com Shares of FedEx have fallen sharply in the SIA S&P 100 Index Report after previously rising…
Election Outcome Presents Opportunity For Investors
by Lance Roberts, RIA As the November 2024 election draws near, the election outcome will profoundly affect the…
Global Macro Outlook: Fourth Quarter 2024
by AllianceBernstein Research What You Need To Know Monetary policy began to transition from restrictive to neutral last…
