There's a quiet revolution taking shape in portfolios. For decades, the 60/40 mix—60% equities, 40% bonds—was the shorthand for prudence, diversification and balance. 1 But the regime that made that ...

Europe’s fiscal expansion has evolved into a long-term rearmament and modernization cycle, driving capital investment in aerospace, energy and infrastructure. The European Central Bank’s pivot to rate ...

With the government shutdown temporarily resolved, market attention has shifted to whether the Fed will cut rates at its December meeting amid growing division within the FOMC. A rift is emerging ...

Japan trades at a steep discount to U.S. equities yet shows strengthening profits supported by pro-growth fiscal and industrial reforms. Record share buybacks, rising dividends and pressure from the ...