Macro Insights Q3 2026: Sentiment, Politics & Market Positioning (Fisher Investments)
While further volatility is possible, the global equity bull market should continue through 2027. The backdrop for…
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Real-World Diversification in Multifactor Indices (STOXX)
Factor investing has moved decisively beyond single-style approaches. Multifactor strategies offer more…
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European Earnings under Scrutiny (DWS)
European earnings have accelerated. Whether that warrants a lasting rerating will depend on how broadly and…
Market Warning Signs (Crescat Capital)
The U.S. stock market has recently reached all-time high valuations across a variety of dimensions. Now, the…
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There's no doubt the investment landscape has changed...
