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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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Jay Powell Won't Give In To The Market's Biggest Fear
The Fed kept interest rates unchanged, holding the fed funds rate at a 23-year high between 5.25%-5.50% amid a "lack of progress at it's 2% target.
Blackstone Taps Vast Source of Cash in $1 Trillion Credit Push
Blackstone is among the world’s biggest credit managers. It’s bullish enough to aim to more than double its credit assets to $1 trillion in a decade.
New Regulations Regarding Advising on Retirement Savings and Plans
During a contentious congressional hearing, Julie Su, defended new regulations affecting retirement advice and independent contractor classifications.
Advisors are Migrating from Wirehouses and IBDs To RIAs
Migration of advisors from large national brokerage firms to the independent Registered Investment Advisor channel continues to shape the industry.