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By Mike Pyle, Elga Bartsch, Kurt Reiman, Beata Harasim A rebound in bond yields has led to a shakeup in equity market factor returns. U.S. value has recovered and momentum stumbled. Can this factor rotation last? We think it is too early to call for a value revival – and prefer def...
WisdomTree (NASDAQ: WETF ) plans to close and liquidate the WisdomTree Global ex-Mexico Equity Fund (NYSEARCA: XMX ). More news on: WisdomTree Global ex-Mexico Equity ETF, WisdomTree Investments, Inc., News on ETFs, Read more ...
By Darren Williams The global economy faces its most challenging year in over a decade. Policymakers still have options, but can they use them effectively? We've revised our forecasts and now expect the global economy to grow by just 2.3% next year, the lowest in ten years. That's not we...
By Erik Knutzen, Chief Investment Officer - Multi-Asset Class Gloomy market trends have collapsed. So, are investors less gloomy about the economy? If we opened today's Perspectives with the news that equity markets are up modestly in the third quarter, you might not be impressed. Bu...
We identified geopolitical risk as the key market driver in the second half of 2019 in our midyear investment outlook . The UK is the latest example, where deep divisions over a potential Brexit have unsettled the political landscape, paving the way for a broader set of potential outcomes...
The markets closed last week in a bullish mood on the news that (stop me if you've heard this one before) the US and China will be back at the negotiating table in October. You don't say! Oh but this time we have schedules and a list of attendees so it is totally different. h/t @StockCats ...
Global tensions ratcheted down this past week which led to rallies in all financial markets, a slightly steeper yield curve, a decline in the dollar, and higher commodity prices except precious metals. Specifically, Hong Kong's government backed down on the extradition bill with Chinese appr...
Data Source: Bloomberg Mid-Cycle or Last Stop Before Recession? Source: istockphoto.com “Don’t trust everything you see… even salt looks like sugar.” - Anonymous Taking Inventory Of The Global Macro Landscape – What To Emphasize? From a se...
With all that's going on in the world right now, the constant news flow, twittering and tariffing, recession obsession, and, of course, a little extra market volatility here and there, it might seem strange for me to write about what is a somewhat obscure and long-term focused topic. But if ...
China is in the process of attempting to restructure its economy from a capital-intensive, investment-led model to a more Western-style, consumption-driven model, without the onset of a recession or crisis. This transition is made all the more difficult by the fact that the Chinese government ...