Section
Outlook
20766 posts
"Surreal" Market Signals and the Road Ahead: Gundlach's Mid-Year Macro Dissection
Jeffrey Gundlach, the ever-skeptical maestro of macro at DoubleLine Capital, titled his June 10, 2025 webcast1 "Surreal"—a fitting…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Powell’s Dilemma: Cut Too Late, or Cut Too Little?
Hubert Marleau breaks down why the Fed’s dot plot is missing the bigger macro picture—and why the S&P 500 could still hit 6600.
The Market’s Silent Shift: Why Fewer Sectors Are Carrying the Rally
As leadership narrows, manufacturing stocks are slipping fast—raising red flags for broader market health.
From Theory to Trillions: How DFA's David Booth Transformed Investing by Trusting the Science
Opening the Data Vault: The Birth of Modern Finance When David Booth walked the halls of the University…
"Impossible but Inevitable": What the 'One Big Beautiful Bill' Means for Markets and Foreign Investment
In the latest episode of The Open Outcry1, BMO Global Asset Management's Head of ETF & Alternatives Strategy,…
Hold onto your gold
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses the recent performance of…
Value Vantage Point: As Japanese companies change, investment opportunities bloom
Franklin Mutual Series remains bullish on Japanese companies embracing corporate change, underpinned by budding economic progress.
Why It’s Time to Rethink Portfolios—From the Bear Up, says Picton
When markets get messy, David Picton doesn’t just feel it—he wears it. “The bags under your eyes grow,”…
PwC: ETFs Are Booming—And the $30 Trillion Era Is Closer Than You Think
PwC’s bold new report reveals what’s driving ETFs into the mainstream—and why the biggest growth story in asset management is only getting started.
The Market’s Hidden Compass: Why This Little-Known Signal Just Flashed a Warning
by SIACharts.com The Bullish Percent Index (BPI) is a technical indicator that may help advisors assess the internal…
When Managed Futures Stumble, History Says: Stick Around
2025 hasn’t been an easy year for trend followers. In fact, it’s been downright brutal. According to Virtus…
All That Glitters Is Not Gold…Sometimes it’s Platinum?
by John Kratochwil, MBA, P. Eng, Portfolio Manager, AGF Investments Platinum has recently captured market attention with a…
The Iran-Israel Conflict And The Likely Impact On The Market
by Lance Roberts, RIA The Iran-Israel conflict and equity markets are now in sharp focus. As direct strikes…
Navigating geopolitical volatility in the Middle East
With the escalation of military conflict between Israel and Iran, investors are guardedly watching the events, which still have the potential to spread, impact Mideast energy supplies, and increase global economic uncertainty. To address those concerns, Lawrence Hatheway, Global Investment Strategist at Franklin Templeton Institute, moderated a discussion with some of our investment professionals with expertise in the region to hear their thoughts on possible effects on global financial markets.
The Investment Signal in the Noise
by John Mauldin, Mauldin Economics Perpetual Uncertainty “Compressed Growth Expectations” Distributed Profits The Peaceful Portfolio Home Again, West…
