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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.
Recent
Former Morgan Stanley Broker Fined And Suspended For Two Years
Former Morgan Stanley broker fined and suspended for two years for improper transactions.
US SEC Readies Relief For Asset Managers To Add ETFs To Mutual Funds
The SEC on Monday paved the way for an asset manager to add exchange-traded share classes to mutual funds.
Goldman Sachs Upgrades Global Equities On Growth Optimism, Policy Support
Goldman Sachs on Monday upgraded its stance on global equities to "overweight" from "neutral" over the three-month horizon.
Research Affiliates’ RAUS ETF: Fundamentally Refined Cap-Weighted Indexing for Advisors
Research Affiliates launched RAUS, a reimagined cap-weighted ETF that tackles a hidden flaw in traditional indexes like the S&P 500. While appearing nearly identical, with 95% overlap, RAUS uses fundamental metrics to select companies instead of pure price momentum—avoiding the costly “buy high, sell low” cycle that plagues standard benchmarks. The result: a familiar structure with potentially better outcomes through disciplined index maintenance.