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#1 archived pick
Neuberger Berman
Jul 6, 2026
26 sec read
The market is divided on where policy rates will go next under the new Federal Reserve chairman, and that uncertainty is shaping investor sentiment.
Our view sits between the more extreme forecasts, suggesting a path that is neither sharply aggressive nor overly...
#2 archived pick
Franklin Templeton
Jul 2, 2026
28 sec read
Global banks are entering a more constructive phase after several challenging years.
Higher interest rates, solid capital levels, and stable deposits have helped support earnings, while valuations in many markets still look modest relative to profitability.
#3 archived pick
Franklin Templeton
Jul 2, 2026
34 sec read
Resilience is shaping the 2026 outlook, as global markets and economies have held up better than expected despite war, tariffs, inflation, and policy uncertainty.
Growth remains near trend, supported by consumer demand, business investment, productivity gains, and strong corporate earnings across the...
#4 archived pick
Franklin Templeton
Jul 2, 2026
29 sec read
Emerging market equities were mixed in June as volatility in the AI trade and geopolitical uncertainty offset some relief from falling oil prices.
Lower energy costs should support growth, especially in lower-income emerging markets, while Asia may benefit from the shift toward...
#5 archived pick
Capital Group
Jul 2, 2026
32 sec read
America’s 250-year history shows why the U.S. remains a central pillar of global investing.
Its small share of the world’s population has produced an outsized share of output, innovation, and market leadership, supported by deep capital markets and a strong dollar.