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
The Active Equation: When and How to Outperform for Retirement Plan Participants
It’s an evergreen debate: whether to include active or index investment strategies in a retirement plan menu.
Investors Sink $77 Billion Into Mutual Funds And ETFs Over Last Month
Investors socked almost $77 billion into mutual funds and exchange-traded funds over the four weeks ending June 16.
Is diversification over?
After an exceptional 2020, events in 2021 so far – with US equities outperforming other asset types – seem to call into question its benefits.
Here come the dividends
S&P 500 dividends will grow by 4.5% per year on average for the next decade, Goldman Sachs chief U.S. equity strategist David Kostin forecasts.