With volatility and uncertainty taken to new levels this year, confidence in US exceptionalism is waning, and market strategists pick Europe for outperformance in H2 2025.
Global markets have had a lot to process in the first half of 2025. From the US trade policy rollout to slowing growth, inflation, and escalating geopolitical tensions worldwide, such uncertainty l...
Institutional investors had reason to be satisfied with 2024 results: Markets in Asia, the US and Germany produced double-digit returns. Most other European markets produced solid single-digit resu...
In our latest investors' survey, our clients were primarily concerned about two main risks for 2024. Firstly, the geopolitical climate, which is seen as the major risk for the months to come. Indee...
Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dot-com bubble.
Decreased volatility, return potential, and bonds in the 60/40 portfolio are analyzed by Harris Associates’ managers.
While US stocks are getting all the glory, stocks in the MSCI World Index have also been providing attractive returns – and merit investors’ consideration.
AI will impact every business, but only a few companies will be winners like Nvidia, says Loomis Sayles’ Aziz Hamzaogullari.
Is the stock market more volatile during US presidential election years? A closer look at 2000, 2008 and 2020 offers some perspective.
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