Q2 2024 Active Management Review: Momentum Keeps Rolling

Japan's Private Sector Growth Renews While Price Pressures Intensify

Asia's AI Chip Trade Growth Continues To Boom

Weekly Report: what happened at FJP last week (0715-0719)?

Japanese Consumer Inflation Rose In June, Putting Pressure On The Bank Of Japan To Raise Interest Rates

Japanese Consumer Inflation Rose In June, Putting Pressure On The Bank Of Japan To Raise Interest Rates. Headline CPI inflation stayed at 2.8% YoY in June for a second month. Core inflation excluding fresh food accelerated to 2.6% in June. We think a reacceleration in service prices should give more confidence to the Bank of Japan.

Japan Remains A Key Theme For Global Investors

In June, Neuberger Berman’s Japanese equities team visited over 70 clients across 30 cities in Europe and North America to discuss Japan's long-term investment opportunities. The company says Japan's transformation is still in the early innings and is an attractive opportunity to create value for investors. The macroeconomic picture looks healthy with Japan on the cusp of inflation and real wage growth.

Is First Trust Japan AlphaDEX ETF (FJP) a Strong ETF Right Now?

Weekly Report: what happened at FJP last week (0708-0712)?

2024 Midyear Global Outlook: Waves Of Transformation

Home Market Outlook Today's Market 2024 Midyear Global Outlook: Waves Of Transformation. We see a new wave of investment into the real economy, transforming economies and markets. The world could be undergoing a transformation on par with the Industrial Revolution. The race to build out AI, the low-carbon transition and the rewiring of supply chains could spur major capital spending.

Global Market Perspectives Q3 2024: Losing Some Of The Shine

U.S. Growth is softening as lower-income households feel the bite of higher interest rates. There is U.S economic moderation, but cyclical upturns elsewhere. A first Fed rate cut could occur in September. Global inflation will unlikely reach central bank targets until late 2025.

Q3 2024 Equity Market Outlook

Home Market Outlook Today's Market Q3 2024 Equity Market Outlook: Neuberger Berman 2.93K Followers. We expect further corporate earnings growth across sectors, fueled by rising household net worth and a global industrial rebound. We recommend overweighting technology, communications and consumer discretionary stocks.

Weekly Report: what happened at FJP last week (0701-0705)?

Global PMI Signals Cooler Services Inflation In June, But Goods Prices Show Further Rise

Global Macro Outlook: Third Quarter 2024

Home Market Outlook Economy Analysis Global Macro Outlook: Third Quarter 2024. The global economy moved along as expected, with some slowing but not enough to trigger a recession. The slowing is contributing to disinflation and bringing economies back into balance. Rate cuts have begun in key markets.

A Stronger U.S. Dollar - Will EMS Feel The Pinch?

A Stronger U.S. Dollar - Will EMS Feel The Pinch? in 2024. The US dollar has strengthened notably in 2024 with the shift in market expectations to higher rates for longer in the US. A strong US dollar could have consequences for emerging markets (EMs) specifically. However, we believe EMs as an asset class will be more resilient to the consequences of a stronger dollar.

Weekly Report: what happened at FJP last week (0624-0628)?

First Trust Japan AlphaDEX® Fund declares $0.3729 dividend

The World's Debt Problem Will End In Tears

Weekly Report: what happened at FJP last week (0617-0621)?

Japan's Private Sector Growth Stalls Amid Fall In Services Activity