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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 ‘Father of the 401(k)’ Talks About the Death of Pensions, the Future of Retirement , and What Disturbs Him Most
Americans have anxiety around retirement. Many people are dipping into their nest eggs amid soaring inflation and working past typical retirement age.
Tom Lee Signals Potential Upward Movement in May
The recent downturn in the stock market appears to be subsiding, with several optimistic indicators emerging from the Fed's latest policy assembly.
Bill Gross Says ‘Total Return’ Strategy He Pioneered Is ‘Dead’
Bill Gross, who pioneered the “total return” strategy in the 1980s that revolutionized the bond market, says the approach is now defunct.
The $34 Trillion U.S. Debt Is Nearly As Big As The Economy And There’s (Still) No Plan To Fix It
The nation’s debt, currently over $34 trillion, is rampantly growing as U.S. lawmakers have been unable to agree to budget reforms that could tame it.