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Is India The New China? | Weekly Market Commentary | September 25, 2023

Is India The New China? | Weekly Market Commentary | September 25, 2023

by arleneadmin | Sep 25, 2023 | Research, Weekly Market Commentary

India has emerged as a compelling economic growth story and an increasingly attractive alternative to China within the emerging markets complex. A growing population with a robust and young workforce, significant infrastructure spending, and an ongoing digital...
Buy Japan, Hold U.S., Sell Europe | Weekly Market Commentary | September 18, 2023

Buy Japan, Hold U.S., Sell Europe | Weekly Market Commentary | September 18, 2023

by arleneadmin | Sep 18, 2023 | Research, Weekly Market Commentary

Recent data suggests economic conditions in Europe are deteriorating, removing a key element of LPL Research’s positive view of the attractively valued developed international equities asset class. Previous U.S. dollar weakness and strong earnings momentum, which were...
The Growing List -and Politicization- of BRICS and Friends | Weekly Market Commentary | September 11, 2023

The Growing List -and Politicization- of BRICS and Friends | Weekly Market Commentary | September 11, 2023

by arleneadmin | Sep 11, 2023 | Research, Weekly Market Commentary

The BRIC acronym, without the “S,” was introduced in 2001 by the Goldman Sachs chief economist who highlighted the prodigious growth and investment prospects of Brazil, Russia, India, and China combined. In 2009, Russia advanced the BRIC platform to create an informal...
What is Normal? | Weekly Market Commentary | September 5, 2023

What is Normal? | Weekly Market Commentary | September 5, 2023

by arleneadmin | Sep 5, 2023 | Research, Weekly Market Commentary

Fixed income investors have had a rough time over the last few years. Normally a staid asset class, core bonds (as proxied by the Bloomberg Aggregate Bond Index) have seen negative returns over the last two calendar years and could potentially see negative returns for...

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