Stocks and Sectors Outlook

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Global Market Insights Webinar: Strategic Positioning in Uncertain Times (Fisher Investments)

Join Fisher Investments’ Senior Vice President of Research & Investment Policy Committee Member, Michael…

Global Trends and Tactics in Real Estate 2025 (Nuveen)

Discover the latest real estate market trends and dive deeper into regional market and sector conditions in Nuveen…

Latest posts

CIO Views | Focus on the‘Hard’ Data (Standard Chartered)

Global equities broke out into a record high this week, more than recovering the ground lost since President Trump…

Growth Equity Update June 2025 (Rothschild & Co)

Saudi Arabia is launching a $10bn venture fund, Humain Ventures, in the summer of 2025 to focus on AI startups in…

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Sunrise on Venus - A New Dawn for International (Ex-U.S.) Equities (Orbis Investments)

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Why Value Investing Has Worked Better outside the U.S. (Morningstar Indexes)

China’s Robotaxi Market: The Road to Commercialization (Goldman Sachs)

Tariffs, Politics, Inflation – What Matters and What Doesn’t (Fisher Investments)

Outperformance and Diversification: S&P 500 Revenue-Weighted Index (S&P Dow Jones Indices)

Macro Insights Q2 2025: Tariffs, Sentiment, Politics & More (Fisher Investments)

Does Buffett’s Farewell Represent Peak America? (Firstlinks)

Trends – Artificial Intelligence (BOND)

Currency Risks, Part 2: Currency Hedging of International Equities (FTSE Russell)

Why Emerging Markets Are Back in Focus (Robeco)

Macro Pulse: Positioning amid Policy Pressures (New York Life Investments)

Global Investment Views – June 2025 (Amundi)

Which Long-Term Themes Are Set to Drive Global Equity Markets? (BNP Paribas AM)

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ALL TIME

Five Mega Forces Shaping Tomorrow’s Returns (Special Report, 2023)

Portfolio Positioning in a Shifting Environment (Special Report, 2023)

Micro Caps: Is Now the Time? (Special Report, 2023)

Deconstructing the Drivers Behind Our Global Markets Outlook (Vanguard)

Thoughts from the Road: Europe and the Middle East (KKR)

2025 Global Investment Outlook (Northern Trust Asset Management)

2024 Global Systematic Investing (Invesco)

Investment Opportunities in a Changing Military Landscape (Mawer IM)

Tariffs and Market Volatility (Fisher Investments)

Tariff Tantrum (Northern Trust Asset Management)

Too High? Taking Stock of Index Concentration in U.S. Large Cap Growth (Polen Capital)

China: Investment Opportunity or Uninvestable? (Morningstar Indexes)

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Savvy Investor

Global Market Insights Webinar: Strategic Positioning in Uncertain Times

WATCH: Global Market Insights: Strategic Positioning in Uncertain Times Volatility has been…

Savvy Investor

Insights you might have missed last week

Buffett's farewell, quality stocks and the Global South Explore some of the highest quality…

Savvy Investor

In focus: Global equity markets

Equity investors are re-evaluating their equity positions...