Global Investors Shift Focus: Europe Gains Favor Over US in 2025
Wealth advisors and RIAs navigating global equity trends should note a marked shift in sentiment among international investors.
Recent
BofA’s Hartnett Says Buy the Dip in Treasuries as Yields Top 5%
Investors should buy selloff in long-dated Treasuries as government is likely to heed warnings from bond vigilantes to bring its debt under control.
Morgan Stanley Reaffirms a Bullish Stance on U.S. Equities
Morgan Stanley is reaffirming its bullish stance on US equities and Treasurys pushing back against recent sentiment for international diversification.
JPMorgan and Citi See European Stocks Blowing Past the US
Some Wall Street strategists are betting European stocks will enjoy their best performance relative to the US in at least two decades as the region’s
Michael Burry Pulls Back From Chinese Tech Only to Double Long Position in Estée Lauder
Burry, investor best known for profiting from 2008 housing crisis, pulling back from Chinese technology stocks after brief and aggressive foray.
Trump’s Tariffs Delivered a Harsh Reminder: Avoid the Pitfalls of Panic Selling
During height of market turbulence triggered by Trump’s tariff policies, many investors sought safety in cash, abandoning equity positions.
JPMorgan Investors Look for Clarity on Tariff Impact, Succession Plan
JPMorgan Chase investors will be keen to learn how the largest U.S. lender and the world's biggest economy are likely to be impacted by U.S. tariffs.
