The Northern Trust Economics team shares its outlook for key APAC markets.
When does a strong dollar become too strong? “Right now” would be the cry of most emerging-market currencies, not to mention policymakers in Japan. Even the European Central Bank says it’s paying attention to the foreign exchange market.
Let’s explore the world of cash. One year after the collapse of SVB, fiduciaries need to understand the cash management platforms on the market, including the fine print that can make or break a client relationship. The right platform will help the advisor provide more holistic advice and grow their AUM organically. My guest will discuss what advisors need to know about cash sweep accounts and how advisors can evaluate different platforms. We hope to provide a better understanding of the cash management landscape, the inherent conflicts of interest that occur, and how to talk to clients about cash.
Ali Dibadj, CEO, shares the industry topics he’s hearing most in conversations with asset allocators, family offices, end-clients, colleagues, investors, and others he meets around the world.
For a typical consumer, the two most hot-button topics are food and energy. Both play a significant role in household spending, and just as importantly, both are highly visible.
With Taiwan Semiconductor Manufacturing Co. still trading at pedestrian valuations even after surging to a record high, there is potential for its upcoming results to drive the stock even higher.
Advisor Perspectives, a leading publisher also ranked as the No. 1 eNewsletter for financial advisors by the Erdos & Morgan “FAMOUS” Study (2019-2023), has announced its Venerated Voices™ awards for commentaries published in Q1 2024.
There are signs that some previous "rolling recessions" are starting to turn into rolling recoveries.
Artificial intelligence (AI) and Bitcoin were top of mind at Paris Blockchain Week, where I had the privilege of presenting to an enthusiastic crowd. The blockchain and digital assets event, held beneath the world-famous Louvre Museum, attracted close to 10,000 people, an impressive 25% increase over last year, as Bitcoin traded near its all-time high and AI dominated headlines.
India's economic landscape offers a tapestry of growth opportunities.
Analysis of Q1 2024’s equity market reveals the stage is likely set for a favorable equities market for the remainder of 2024.
Suppose everything we believe about carbon and climate is wrong?
When oil jumped above $90 a barrel just days ago, military tensions between Israel and Iran were the immediate trigger. But the rally’s foundations went deeper — to global supply shocks that are intensifying fears of a commodity-driven inflation resurgence.
Some of the world’s biggest money managers are searching for the next wave of artificial intelligence winners beyond the US.
Copper is trading at a 52-week high, oil is above $90 a barrel and the S&P 500 Energy Index just hit a fresh all-time high.
The question of whether the US dollar will be dethroned by a cryptocurrency, a stablecoin, or some other digital asset or payments system ultimately misses the point. What really matters is the mix of possible alternatives that today's evolving financial landscape will offer to governments pursuing a geopolitical advantage.
The global investment landscape is set to be transformed in the months ahead as the trajectories of major economies diverge more noticeably.
While China obviously needs to boost private-sector confidence and revive growth with a more sustainable economic model, it is not clear that Chinese leaders fully appreciate the challenges they face. The shift back to state capitalism over the last decade is plainly incompatible with President Xi Jinping’s development goals.
US Treasury Secretary Janet Yellen and her team are hoping their second visit to China in nine months, building on a series of bilateral talks, will yield valuable clues to the true state of the world’s No. 2 economy — even if no significant policy agreements are anticipated.
At the beginning of the year, we took the view that emerging markets in Asia as well as Japanese equities would perform well but that the first few months would be unsettled. That's largely how it has played out.
Trading of CME Group Inc.’s nearly three-year-old lithium hydroxide futures contract is soaring, with more funds crowding into the budding market as prices of the battery metal falter.
You don’t have to worry about the market and its crazy valuations. That’s your neighbor’s problem, not yours. In building your portfolio, we are aiming for resilience.
Gold staged a blinding comeback this week, surging to fresh all-time highs above $2,200 an ounce.
Pension funds around the world are significantly underinvested in infrastructure and will help drive growth as they tip more capital into assets that will be part of the global energy transition, according to a report by IFM Investors.
VettaFi’s Zeno Mercer discusses the significance of BlackRock launching a tokenized money market fund and offers perspective on the future tokenization of securities. Matthews Asia’s Andrew Mattock highlights the firm's new Discovery active ETF suite and expands on the investment case for China.
Changes in China's economic policy tend not be communicated prior to implementation. What can we expect from China's stock market in response to any shifts?
Gold staged a blinding comeback this week, surging to fresh all-time highs above $2,200 an ounce. The rally, which has added around 10% to gold’s value since mid-February, caught many market watchers off-guard.
Intel Inc. is receiving $20 billion in grants and loans to help finance the expansion of its production capacity in the US, becoming the largest beneficiary by far of the 2022 Chips and Science Act, the cornerstone of President Joe Biden’s plan to reverse a decades-long decline in the US’s share of global semiconductor output.
A group of 10 spot-Bitcoin exchange-traded funds posted its biggest three-day outflow since the products debuted in January, a turnaround from the clamor for exposure that earlier drove to the token to a record high.
A key measure of Asian stocks rose to its highest level since April 2022, powered by technology companies and the Federal Reserve’s supportive comments on the outlook for US interest-rate cuts.
India’s equity markets are being driven by fundamentals in the form of robust economic expansion which is leading to strong earnings growth. India is also, helpfully, in the draft of favorable geopolitical tailwinds. In this paper, we make the case for India.
Planning on implementing a large portfolio change in the second quarter? You’ll want to pay attention to this calendar.
It’s been a raucous past year for fixed income investors. Following years of quiet for rate markets, the Fed’s rapid rate hikes, and subsequent signals about rate cuts, have reinvigorated fixed income investing.
Homeownership is the quintessential American dream, but it’s become increasingly elusive for many households. A multitude of factors, including soaring home prices, elevated interest rates and persistent inflation, has created the perfect storm, making homeownership a distant reality for more U.S. residents.
Investments in aircraft can offer steady cash flow and a return profile that’s uncorrelated to broad market indices.
Global elections may lean towards nationalist policies that could hinder trade in goods via tariffs, but also boost growth in domestic industries to counter inflationary effects.
We monitor battery prices, elections and market attention on climate resilience for their impact on transition-related investment opportunities and risks. U.S. stocks were mostly flat last week, while 10-year U.S. Treasury yields fell further. Markets still expect the first Federal Reserve rate cut around mid-2024.
The World Trade Organization is struggling to settle international tensions.
Super Tuesday was, if I may, super obvious. Former President Donald Trump clinched nearly every delegate that was up for grabs, forcing his Republican challenger, Nikki Haley, out of the race, which all but guarantees his nomination.
The last time Cathie Wood and ARK Investment Management found themselves on the opposite side of a call made by Grizzly Research, they lost tens of millions of dollars. It’s not stopping them from facing down the activist short seller once again.
We get granular as the environment for risk-taking is supportive for now. That’s why we like euro area high yield credit, emerging market debt and U.S. stocks.
India’s growth story is unprecedented.
Portfolio Manager Peeyush Mittal, CFA, offers his views on the outlook for India, the coming elections and longer-term themes.
We see Japan stocks climbing higher on robust earnings, corporate reforms and a Bank of Japan likely worried about returning to a chronic deflationary mindset.
David Dali, Head of Portfolio Strategy, provides his 12-month outlook for global equity markets.
NVIDIA reported financial results for the fourth quarter and full-year 2023 this week, and I’m still picking my jaw off the floor.
Immigration is a vital source of economic growth.
The importance of major canals to global trade cannot be underestimated. Franklin Templeton Institute’s Kim Catechis highlights some of the challenges they face, including militant attacks and climate change.
Many investors remain in cash, but we think it’s time to shift exposure to bonds.
Capital Group CEO Mike Gitlin interviews Rob Lovelace, equity portfolio manager and chair of Capital International, Inc. In this wide-ranging discussion, Rob shares his thoughts on the investment environment in the U.S., Europe and Asia, his love of geology, and the long-held belief that his biggest competitive advantage is time.
