Section
Outlook
21976 posts
Paul Tudor Jones on AI Risk, Market Bubbles, and the Lessons of a Fifty-Year Career
When OSAM's Patrick O'Shaughnessy, host of Invest Like The Best, sits down with legendary investor Paul Tudor Jones,…
The Credit Cycle Turns: Carlyle's 2026 Warning for Private Credit Investors
The funding liquidity shock of Q1 2026 may not be a crisis — but Carlyle's Jason Thomas and…
Canada's Economy Holds Its Ground: February GDP Points to Quiet Resilience
Canada's economy continued to find its footing in February, with real GDP rising 0.2% — a result that…
Robust 2026-2027 Earnings Growth is a Live Probability
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree The Wall Street consensus for…
A Maelstrom of Factors in the Midst of a “Drôle de Guerre”:
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: “It is plausible that the record-breaking rally…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Mullen Group’s Quiet Surge: The 63% Gainer Advisors Are Starting to Notice
by SIACharts.com Mullen Group Ltd. has strengthened within the SIA/TSX Capped Composite Index Report, currently ranking 30th out…
Most Investors Have No Idea Their Portfolio is Missing This.
Listen on The Move Most advisors have zero alternatives in their portfolios — and their clients are…
Sell in May and Go Away? Maybe Not
by Adam Turnquist, Chief Technical Strategist, LPL Research The sharp rebound from the March lows has pushed most…
The Bill You Didn't Know You Were Running
AI's Energy Footprint Is Larger, Dirtier, and Less Transparent Than Anyone Is Telling You
Private Credit Under Pressure: Separating Signal from Noise
BMO Global Asset Management's Mark Jarosz on defaults, CLOs, and the retail-institutional divide
Brian Belski: Follow the fundamentals, this is a healthy market environment
Noise is not signal. That distinction — simple to state, difficult to act on — sits at the…
Due Diligence Isn’t Optional in Alternatives Investing—The Performance Gap Makes That Clear
Sponsored by BMO Global Asset Management
Semiconductors: Where AI Demand First Becomes Visible
by SIACharts.com The artificial intelligence cycle may be observed initially through semiconductor markets, where computing demand tends to…
Stephen Dover: Are markets complacent?
When we asked some investors to rank their greatest economic fears, soaring oil prices topped the list. Yet equity markets have rebounded sharply and asset prices have snapped back, even as economic forecasters warn of mounting risks ahead. Are markets dangerously complacent or do resilient fundamentals support their optimism?
Five things the new Fed Chair should know…but might not
Richard Bernstein, Global Head of Macro & Customized Investing, flags five key aspects of the deglobalization and inflation backdrop that suggest the Fed may be using an outdated playbook, including its 2% inflation target.