Portfolio Perspectives Q4 2025 (MFS)
Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex…
Stocks and Sectors Outlook
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Global Equities Overcome Obstacles, Remain in Rally Mode (Nuveen)
Global equities delivered solid results in the third quarter of 2025, adding to gains from the first half of the…
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Strategic Sector Selector: Shifting to Cyclical (Invesco)
The strong returns on global equities during Q3 2025 seemingly ignored rising concerns around U.S. growth. However…
What Determines Equity Returns (Vanguard)
Factors besides valuations often determine short-term equity returns. But valuations act like gravity over the…
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Shutdowns, Africa unleashed, and modern philanthropyExplore this selection of high-quality insights…
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Auto credit, circumventing tariffs, and manufacturingExplore this selection of high-quality…
Looking for opportunities beyond U.S. stocks
In recent weeks, the financial press has reported two main developments...