China's April Manufacturing PMI Moderated To 50.4 But Still Points To Expansion For A Second Consecutive Month

FLCH ETF: Investing in a Chinese Market Turnaround

Weekly Report: what happened at FLCH last week (0422-0426)?

Why The Market Rally May Still Have Room To Run, Even If Tech Stocks Falter

Home Market Outlook Today's Market Why The Market Rally May Still Have Room To Run, Even If Tech Stocks Falter. Michael Craig, Managing Director and Head of Asset Allocation at TD Asset Management, discusses the outlook for tech stocks and the broader implications for markets.

Equities Play A Waiting Game

Consumption continued to drive growth in the first quarter. The waiting game continues for the U.S. Federal Reserve and other major central banks to cut interest rates this year. 2024 is shaping up to be a “normal” expansionary year with healthy levels of economic growth and inflation.

FLCH: The Lowest-Cost Play On China's Revival

Franklin FTSE China ETF (FLCH) continues to stand out as an ultra-low-cost play on China's revival. The fund's top sector exposure remains tech-heavy with a strong tilt to China's big tech names. China's recent corporate governance reforms and push for capital returns are positive for Chinese stocks. FLCH is the lowest-cost China play with a fee structure 40bps below the MSCI China.

Rising Treasury Yields, Falling Oil Prices, And Hawkish Talk From The Fed

Home Market Outlook Economy Analysis Rising Treasury Yields, Falling Oil Prices, And Hawkish Talk From The Fed. The 10-year US Treasury yield rose to levels not seen since last November. Prices for West Texas Intermediate crude oil fell last week from recent highs despite tensions in the Middle East.

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.

Weekly Report: what happened at FLCH last week (0415-0419)?

Weekly Commentary: World-Wide De-Risking/Deleveraging

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

Weekly Report: what happened at FLCH last week (0408-0412)?

Weekly Commentary: Trouble Brewing In Financial Asset Wonderland

Doug Noland: The Fed's misguided dovish pivot unleashed precariously loose market conditions. He says the market is in the midst of a bubble. He argues that Bubbles can inflate to unimaginable extremes - and then quadruple. Noland says the late-cycle fear of Bubbles is missing out on the reality.

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.