Section
Outlook
22160 posts
Buyable pullbacks. Be prepared.
by Chris Galipeau, Senior Market Strategist, Franklin Templeton Institute Macro Our forecast for real gross domestic product (GDP) growth…
Market Ethos: IPOs, Oil and Gold
by Craig Basinger & Derek Benedet, Purpose Investments Conversations with investors during client events and advisors from one…
Falling Oil Prices Reinforce Bullish Outlook
by Professor Jeremy Siegel, Senior Economist, WisdomTree As we go to press, fighting in the Mideast has escalated,…
Is Productivity Growth Picking Up?
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Rolls-Royce ADR Gains Momentum as Bullish Triangle Points to Potential Breakout
by SIACharts.com Rolls-Royce Holdings PLC ADR (RYCEY) carries a SMAX score of 9 out of 10, reflecting broadly…
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
Canada's Economy Is Bruised, Not Broken — But the Map Has Fractured
RBC Economics' Q2 2026 Quarterly Canadian Outlook, led by Chief Economist Frances Donald, delivers a diagnosis that cuts through the noise: headline GDP numbers are lying to you.
Banks Have Earned the Right to Be Bolder. The Question Is Whether They'll Use It.
Boston Consulting Group’s 2026 Future of Finance report lands with a clear verdict: financial institutions had their best year since the global financial crisis. Now comes the harder part.
The Infrastructure Moment: Why Private Capital Is Building the Next Economy
Ares Management's comprehensive guide makes the case that private infrastructure has evolved far beyond highways and power lines — and that the investment opportunity may be as large as anything in private markets today.
Rethinking Diversification in an AI-Driven World
The case for global diversification has long rested on a simple premise: different markets move to different drummers.…
The Lost Decade Is Over: Allspring Makes the Case for Emerging Markets 2.0
A decade of U.S. equity exceptionalism has conditioned investors to look past emerging markets. Allspring's Alison Shimada, Elaine Tse, and James Gudger argue that conditioning is now a liability.
Inflation’s Siren Call and the IPO Market Weighs
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: “Unfortunately, mounting inflation, stemming from higher tariff…
James Hardie Breaks Out: Why JHX’s Technical Strength Is Turning Heads
by SIACharts.com James Hardie Industries PLC ADR (JHX) appears to be exhibiting strong technical characteristics, supported by a…
The ETF Market Has Quietly Rebuilt Itself Around 2022's Wreckage. RBC's Valerie Grimba Explains What Advisors Are Missing.
The 60/40 portfolio didn't just underperform in 2022. It failed on its own terms. Both legs went down…
Justin Huhn: Uranium is The Missing Layer Beneath the AI Trade
Listen on The Move Most portfolios already own the AI trade — but almost none own the…
When the AI Bubble Bursts, Don't Count on the US Consumer
Man Group's latest Views from the Floor surfaces a structural crack hiding in plain sight — and it has nothing to do with semiconductors.