by Russ Koesterich, CFA Following months of strong performance, Russ discusses why defensive sectors may be overpriced in the current environment. When...
by Mike Pyle Mike explains why we have decided to upgrade our call on European assets, from equities to government bonds. We...
by Sharat Kotikalpudi, AllianceBernstein The recent decline in US corporate cash hasn’t raised a lot of eyebrows, but it has caused one...
by , AllianceBernstein The 11-year equity bull market is certainly getting long in the tooth, but several important indicators suggest we may...
by Franklin Templeton Investments blog, Franklin Templeton Investments It was a mixed week for global equities. Stock markets in the United States...
by Kurt Reiman Kurt Reiman shares his midyear outlook for the Canadian economy and financial markets leading into the second half of...
by Stephen H. Dover, CFA, Franklin Templeton Investments Although we don’t believe the length of the economic expansion by itself should be...
by S. James McGiveran III CFA, CPA, FRM, Franklin Templeton Investments As analysts, we spend much of our time assessing material issues...
by Russ Koesterich, CFA Despite structural regional challenges, Russ provides insight on several factors that support European equities. With the S&P 500...
by Scott Thiel We see income, or carry, as the key driver of bond market returns in today’s low-for-long world. Scott explains,...
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