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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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The AI Buildout Is Entering Its Next Phase According To Market Research
Futurum analysts have identified a group of companies they believe could outperform the familiar leaders of the AI trade.
Fed Viced Chair Jefferson Says US job Market Weakening, Could Face Stress
U.S. Federal Reserve Vice Chair Philip Jefferson said on Monday he expects U.S. economic growth to continue with the job market facing stress.
Citigroup Forecasts Big Tech's AI Spending To Cross $2.8 trillion By 2029
Citigroup has raised its forecast for AI-related infrastructure spending by tech giants to surpass $2.8 trillion through 2029.
Hull Tactical’s HTUS ETF: Taking Emotion Out of Market Timing
Hull Tactical’s HTUS ETF leverages ~40 market indicators in a systematic timing model that adjusts exposure from 0% to 200% based on quantitative signals. The strategy aims for 1–2% alpha while removing emotional decision-making from investing. When indicators conflict, the fund simply holds long positions. HTUS doesn’t short markets but reduces leverage and holds cash when signals weaken, offering downside flexibility without inverse exposure complexity.