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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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Several Respected Strategists Are Warning That The Possibility Of Recession Is Rising
For much of 2025, Wall Street has struck a confident tone. Yet advisors guiding client portfolios can't ignore the cracks forming beneath the surface.
Bond Traders Lean Into ‘Sweet Spot’ Amid Doubts on Fed Path
At BlackRock Inc., PGIM and other Wall Street firms, bond-fund managers are sticking to trades that will likely pay off.
Three Icons of Investing Urge Clients to Increase Exposure to Gold
A growing number of respected Wall Street voices are sending the same message to investors: make room for gold.
Trump Predicts Government Could ‘Very Well’ Shut Down Oct. 1
Trump predicted that a US government shutdown is likely, citing a stalemate between his party and Democrats.