Asia & Europe: The New Path of Least Resistance
The stars are finally aligned for investing globally. The long-term opportunities in Asia are incredible. With over half of the global population residing in Asia, the sheer magnitude of Asian...
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SIA Weekly: Potential Disruptions to Trade and the Trend Higher in Crude Oil
Trading in world markets over the last week has been dominated by two major themes. First, the impact of President Trump’s ongoing trade war threats are increasing international market volatility....
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Global Economic Outlook – July 2018
The Northern Trust Economics team shares its outlook for growth, employment, inflation, and interest rates in the U.S., U.K., E.U., Japan and China. by Carl R. Tannenbaum, Ryan James Boyle, Brian...
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The Dog Days of August
As the dog days of August arrive, world stock markets find themselves at a potential turning point. Historically, the middle of August through the middle of October has been the weakest and most...
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China’s Belt and Road Initiative Opens Up Unprecedented Opportunities
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors click to enlarge It was the best of times, it was the worst of times. A tale of two world leaders, U.S. president Donald Trump...
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Crunch time for emerging markets
by Jurrien Timmer, Director of Global Macro, @TimmerFidelity, Fidelity Investments The last emerging-market (EM) rout was rescued by the Fed; a reprise may be wishful thinking this time. Key takeaways...
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China’s Growth Spurt
by John Mauldin, Mauldin Economics Getting a Grip on Growth Export Substitutes AI Waves Automatic Automation Random Bright Points The Uncomfortable Nature of Chinese Growth Some Final Thoughts on China...
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SIA Weekly: Door Slammed Shut on Emerging Markets, Trade War Escalation
The big theme running through world markets this week is the continued divergence of US markets and the North American economy from the rest of the world. China sensitive markets remain under pressure...
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Market Sell-Off Shows Risk Is a Moving Target
by Kent Hargis, Chris Marx, Sammy Suzuki, AllianceBernstein Recent volatility reminds us that new risks are testing standard defensive equity strategies. Portfolios that offer downside protection need...
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Should You Invest In The Only Country Planning Stimulus In 2019?
by Jeffrey Kleintop, Senior Vice President and Chief Global Investment Strategist, Charles Schwab & Co., Inc. Key Points Economic growth for many of the world’s biggest economies is expected to...
View ArticleFrom China to Mexico to Brazil, Headline Noise Obscures Underlying Emerging...
Positive catalysts are in place in all three countries, and across emerging markets valuations and earnings expectations make for a potential rebound in 2019. Such scary emerging market headlines....
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Equity Leaders: India Turns the Corner on Bottom as Technology Stocks Sell Off
Trading in stocks and commodities has been distorted this week by the US Thanksgiving holiday. Often during this week, US stock markets go quiet at noon on the Wednesday as the heavy hitters head home...
View ArticleBeyond the Sugar Rush: Strategic Stimulus for Chinese Stocks
by John Lin, Stuart Rae, Equities, AllianceBernstein Whenever the Chinese economy slows and its stocks take a serious hit, investors have come to expect the government to unleash large-scale fiscal and...
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3 investor takeaways from a recent trip to China
Chief Equity Strategist, Kate Moore shares insight for investors after a week of company visits in China. My role as chief equity strategist keeps me in constant contact with BlackRock investors around...
View ArticleLiz Ann Sonders: Truce – He said, Xi Said
Key Points Statements released by the United States and China were consistent in describing a truce; but inconsistent in their details. The hit to the U.S. economy has been small so far; but if the...
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