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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.
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Crypto Is Where The Inflation Is, Peter Schiff Says
The other Doctor Doom notes that there are too many crypto currencies and many are worth billions of dollars in isolation, let alone together.
Nouriel Roubini’s Worries About Another Financial Crash Aren’t Crazy
Roubini, who’s known as “Dr. Doom,” thinks the most obvious trigger will be Treasury yields rising above 2%. That could panic investors in all assets.
Inflation Is The Only Signal The Post-COVID Boom Will Hear
Budget deficits and public debt were thought to flash a warning sign until plenty of countries exceeded those limits last year without crashing.
Morningstar Partners With Voya On Retirement TAMP
The program is designed to give registered investment advisors the ability to offer investment advice to retirement plan participants at scale.