Featured
Templeton Manager: Why Client Portfolios Need Emerging Markets
Emerging markets (EMs) may be entering a more durable period of outperformance, according to Andrew Ness, who argues that structural shifts in the global economy are tilting the balance away from developed markets.
'Magnificent 7' Earnings Rush Reveals AI Spending Surge, With Hyperscaler Capex Set To Reach $725 Billion In 2026
(Yahoo! Finance) - The biggest companies making the biggest artificial intelligence investments signaled Wednesday that they’re not done raising their investment ambitions to meet this moment.
Recent
Proposed New York tax hike seen driving away affluent residents
An agreement between New York’s governor and state legislators to hike taxes on the wealthy risks driving the richest residents out of state.
What Advisors Need To Monitor In Biden's Tax Proposals
It’s clear that large-scale change is coming. Wealth advisors need to understand what policies are most likely to emerge from the White House.
More Money Flowed Into Stocks In 5 Months Than In The Last 12 Years
“Sentiment is in very worrisome territory as is valuation, yet money flows continue to push indices,” says Tobias Levkovich, Citi’s chief strategist.
Mark Mobius Surprisingly Sanguine About Stimulus And Emerging Markets
He thinks we're going to be in good shape this year, particularly with this incredible spending program which will find its way into the market.