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.

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Global Growth Returns And The 2025 Fiscal Reckoning

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How Mega-Forces Will Reshape The Macro Regime And Investing

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2024 Global Market Outlook - Q2 Update: Pent-Up Exuberance

Home Market Outlook Today's Market 2024 Global Market Outlook - Q2 Update: Pent-Up Exuberance. The U.S. Economy is expected to avoid a recession in 2024, but economic uncertainty remains high. The labor market is slowing down and lower-income households are under stress.

Weekly Report: what happened at UDIV last week (0318-0322)?

Franklin U.S. Core Dividend Tilt Index ETF declares quarterly distribution of $0.1223

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WTO Conference Faces Challenges As Big Players Turn Inward

Consider This: Canals Are Becoming Chokepoints

International trade drives global economic growth. 80% of the global movement of goods is via maritime transport. Suez Canal's flow of traffic has been reduced by around 42% because of the Houthi militants' missile and drone attacks on shipping. We are seeing more frequent El Niño weather patterns, with a direct impact on the capacity of Panama Canal.

Weekly Report: what happened at UDIV last week (0212-0216)?

Systematic Equity Outlook: Victory Not Yet Secured

Home Market Outlook Today's Market Systematic Equity Outlook: Victory Not Yet Secured by Raffaele Savi and Jeff Shen, PhD. Will the Fed fall behind the curve? More room for equities to price in disinflation. Navigating the Red Sea shipping crisis and the evolving outlook for China.

Weekly Report: what happened at UDIV last week (0205-0209)?