Section
Outlook
20226 posts
Trump’s Agenda
by Hubert Marleau, Market Economist, Palos Management January 24, 2025 A Libertarian Address is an Ode to a…
Canada’s Inflation Rate, U.S. Bank Earnings, AI’s Next Wave
by The Editor's Desk, AGF Investments A mid-week analysis of what’s happening in global financial markets from the…
Natural Resources: supplying the critical commodities for global growth in 2025 and beyond
by Daniel Sullivan, Head of Global Natural Resources, Portfolio Manager, Janus Henderson In the evolving landscape of global…
Bursting the Complacency Bubble
by Seamus Sullivan, Portfolio Manager, Smead Capital Management Dear fellow investors, As we welcome a new year and…
Siemens Breaks Out: Could the Ukraine Conflict Signal a Bullish Catapult for European Stocks?
by SIACharts.com In today's Equity Leaders Weekly, we discussed the ongoing conflict in Central Europe and its impact…
Earth, Wind, and Fire
by Carl Tannenbaum, Chief Economist, Northern Trust Rebuilding is the first of many challenges from natural disasters. The…
Just How “Rich” Is U.S. Credit
by Kevin Flanagan, Head, Fixed Income, WisdomTree Key Takeaways Investment-grade (IG) and high-yield (HY) spreads, at +80 basis…
Multi-Asset 2025 Outlook: Expanding Horizons
by Caglasu Altunkopru & Aditya Monappa, AllianceBernstein As growth extends to more regions, we see expanding opportunities across…
Thomson Reuters Faces Resistance: A Technical Look at TRI.TO’s Potential Breakout or Breakdown
by SIACharts.com Thomson Reuters had been in the favored position within the SIA S&P/TSX 60 Index Report for…
Are Return Expectations For 2025 Too High?
by Lance Roberts, RIA In a recent post, I discussed Wall Street’s return estimates for 2025 for the…
Stephen Dover: Trump day 1–Implications for investors
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Yesterday, Donald Trump was inaugurated…
Jurrien Timmer: Life is a Festival of Disruption (Week of 1/21/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Remembering the Great David Lynch…