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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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UnitedHealth Stock Sales Prompt Lawmakers to Call for SEC Probe
US lawmakers are asking the SEC to investigate the timing of stock sales by UnitedHealth Group Inc.’s chairman and three executives.
The Federal Reserve Is Not Yet Prepared To Lower Interest Rates
It appears that the Federal Reserve is not yet prepared to reduce interest rates. This sentiment is echoed by the CME FedWatch Tool.
Amplify: WealthTech That Makes You Say ‘Wow!"
Want to recover the old "WOW" feeling? Amplify remembers. And they want you to get a platform that brings the feeling back.
Flexible Plan: For A Lot Of Managers, "Active" Is Just Semantics
These so-called indexers want to have the benefits of active management while calling themselves indexers. It’s a “chicken-and-egg” kind of argument. Except, in this case, those of us who have been in the industry long enough recognize the repackaging of the original active management methodologies that came first.