International Growth Volatility Update
Portfolio Manager Elisa Mazen joins Client Portfolio Manager Pankaj Naik to examine how the team is managing risks through the global equity downturn and discuss portfolio positioning changes in line with declining end demand. She also provides perspective on COVID-19 impacts outside its origin in China and how portfolio companies are managing through the outbreak.
Consider a “best companies” approach to global investing
In light of the U.S. stock market’s dominance over the past decade, portfolio manager Rob Lovelace suggests an approach to investing in companies globally that de-emphasizes country of origin. Watch the full 2020 Outlook video from which this excerpt was taken for an opportunity to earn CE credit.
Kevin O'Leary Says Avoid This Common Mistake
Shark Tank star and O'Shares ETFs Chairman Kevin O'Leary weighs in on the China Trade War, the 2020 election, and international opportunities. Mr. Wonderful also shares his investment recommendations for the new year, reveals Vladamir Putin's watch, and warns consumers to avoid one common mistake.
Europe’s economy and the Brexit effect
How is the European Union’s economy weathering the uncertainty over Brexit? London-based economist Robert Lind identifies the issues both European and British companies are facing and touches on the political undercurrents that are complicating a swift resolution.
International Growth Strategy 3Q19 Update
Portfolio Manager Michael Testorf, CFA, highlights headwinds facing the global economy and discusses catalysts that could lift non-U.S. equity markets.
Jim Rogers: The Bear Market Doesn't Start Today
International Investor and Author of Street Smarts, Jim Rogers, weighs in on the global investment landscape and considers the risks on the horizon. Rogers offers his long-term macroeconomic perspective on the economy, as well as his insights into the opportunities within the out-of-favor regions and asset classes.
Wall Street Gyrates on Uncertainty
Global markets gyrated as the implications of political developments were considered on both sides of the Atlantic. As the United Nations General Assembly got underway, concerns about an extended US-China trade war and slowing global growth weighed on sentiment.
Fed Policy and the Business Cycle
Scott Minerd, Chairman of Investments and Global CIO, stops by CNN International on the morning of the FOMC meeting to discuss the Fed’s ability to delay the timing of the next recession. Read our update to Forecasting the Next Recession
Financial services, biotech highlight global opportunities
Portfolio manager Jody Jonsson discusses themes, sectors and companies that have piqued her interest in today’s changing global marketplace.
Stocks Advance Ahead of Central Bank Meetings
U.S. stocks advanced on the heels of the debt-ceiling deal and optimism over trade talks. The GBP pulled back as Boris Johnson was named U.K. prime minister.
The ETF Show - Transformative Trends
Thematic investing is a way for investors to get exposure to the transformative forces and specific market segments that can create investment opportunities. Roundhill Investments' Will Herhsey weighs in on the growing appetite for eSports. Global X's Jon Maier highlights sector investing in China.
TCW Equity Outlook: A Focus on Value
TCW Senior Portfolio Manager, Diane Jaffee discusses outlook for equities and why value stocks may be poised for out performance.