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#1 archived pick
Alliance Bernstein
Jun 17, 2026
34 sec read
The ECB has already responded to the recent energy shock with another rate hike, but the euro-area economy looks less able to absorb prolonged tightening than it did in past inflation episodes.
Wage growth and job vacancies are easing, gas prices remain...
#2 archived pick
Federated Hermes
Jun 12, 2026
37 sec read
Emerging market equities have outperformed despite a difficult backdrop of tariffs, geopolitical tension, and commodity volatility, suggesting the asset class may be in the early stages of a longer multi-year cycle.
What has changed is the quality of many EM economies, with...
#3 archived pick
Invesco
Jun 12, 2026
33 sec read
Options are contracts that give an investor the right, but not the obligation, to buy or sell a security at a set price before a certain date.
They can add flexibility to a portfolio by helping investors seek income, manage risk, or...
#4 archived pick
Neuberger Berman
Jun 12, 2026
21 sec read
We expect the Federal Reserve to stay on hold through year-end 2026, which may keep borrowing costs elevated and market sentiment uneven in the near term.
If equity volatility picks up, it could create attractive entry points for disciplined investors who stay...
#5 archived pick
Franklin Templeton
Jun 11, 2026
36 sec read
Small- and micro-cap stocks have led the market for 14 months, with gains that have far outpaced large- and mega-cap indexes since last spring.
Even after this strong run, valuation measures such as EV/EBIT still suggest these segments remain near long-term relative...