Global Growth Is Back As Fiscal Reckoning Looms In 2025

Jan van Eck says the global economy is now back on a growth trajectory, but there is a potential fiscal crisis to watch for in 2025. Global growth should make you rethink your commodity allocation, he says. Van Eck shares where he thinks investors should be allocated to the world economy.

Adapting To Economic Paradigm Shifts

Home Investing Strategy Portfolio Strategy Adapting To Economic Paradigm Shifts. Investors should look to real assets to diversify beyond the traditional 60/40 portfolio. The global economy may be shifting from a low inflationary paradigm driven by disinflationary forces to an inflationary one.

Looking Back At Equity Factors In Q1 2024 With WisdomTree

Global Growth Returns And The 2025 Fiscal Reckoning

Emerging Markets - A Changed Asset Class?

Inflation Progress May Be Bumpy, But Is Likely To Continue

China's First Quarter 2024 GDP Beat Forecasts As Investment Picks Up

Emerging Markets Activity Expands At Fastest Pace In 10 Months

Emerging Markets Activity Expands At Fastest Pace In 10 months. Incoming new business for emerging market goods and services rose in March at the quickest pace since last May. India continues to lead growth in both the manufacturing and service sectors. In March emerging markets growth accelerated at the fastest pace since May 2024.

Broaden Your Investment Horizons

It may be time to look beyond the U.S. For equity market performance. Looser monetary and fiscal policy could add momentum to what already appears to be a global cyclical recovery. Europe could cut its interest rates sooner than the United States. Europe's manufacturing activity could get a boost from stimulus.

Just Transition And Emerging Markets: Weighing The Risks

The concept of a "just transition" is gaining ground among investors concerned about the social risks of moving from fossil fuels to alternative energy sources. Coal- or oil-exporting countries with undiversified economies may face significant transition risks. These risks are particularly high in emerging markets. The Just Transition Index measures countries across a range of key indicators.

The Stock Market Is Partying Like It Is 2008

Home Market Outlook Today's Market The Stock Market Is Partying like It Is 2008 Desmond Lachman: The stock market is partying like it is 2008 even at a time of high interest rates. He says the market is ignoring the risk of heightened world trade tensions. The market is also ignoring the slow-motion train wreck in the commercial real estate sector.

Emerging Market Insights: Seeds Of Optimism

Finding Victories In A Confusing First Quarter For Global Markets

Weekly Commentary: On Currency Watch Following Melt-Up Q1 2024

Home Market Outlook Today's Market Weekly Commentary: On Currency Watch Following Melt-Up Q1 2024. Bitcoin ended the quarter up 159% from October lows, trading at a record high. Financial conditions loosened further, building on the Fed's dovish pivot. The spectacular risk asset melt-up was ongoing.

China's Long Game

Investing in China is a long shot. The country's primary engine of growth for the past 30 years is in dire straits. High-tech manufacturing, with a deep focus on clean energy, is the key to China's future. China already leads the world in clean energy manufacturing.

China's Economy Is Not In A Great Decline But A Great Transition

Home Market Outlook Economy Analysis China's Economy Is Not In A Great Decline But A Great Transition. China's economy has reached an important crossroads. Key factors behind China's growth miracle are losing steam. The country's economy is in a necessary transition rather than in any long-term decline.

China: Industrial Profits Hit A 25-Month High Amid Signs Of Bottoming Out

China's industrial profits reached a 25-month high of 10.2% YoY YTD in the first two months of 2024. Industrial profits recovered to positive growth. More signs point to a recovery of industrials in 2024. If the recovery of manufacturing continues, it would contribute to reaching the 2024 growth target.

How Does Global 'Friend-Shoring' Affect Chinese Manufacturers?

Deglobalization is changing the way companies manufacture products. US imports from China have declined but China's exports to the rest of the world have increased. Mexico and Vietnam have been big beneficiaries of changes to supply chains. But Chinese companies remain deeply involved in global manufacturing. Chinese companies comprise half of Apple's suppliers in Vietnam.

Dynamics Down Under: Deciphering APAC's Economic Landscape

Home Market Outlook Economy Analysis Dynamics Down Under: Deciphering APAC's Economic Landscape. The Asia-Pacific region stands at a pivotal juncture. Wei Li, Global Chief Investment Strategist for BlackRock joined Oscar Pulido to discuss the intricacies of high inflation in the region.

Our Thoughts On The Current Investability Of China

Manning & Napier says the case to invest in China as a Westerner has become less compelling. The Chinese economy has faced self-induced headwinds in recent years. The country's economy remains weak and consumers have shown a reluctance to increase spending. The company is reluctant to overweight Chinese equities despite attractive valuations.