Markets

Markets

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Global Investing Insight Markets Outlook

Postcards from Singapore

by Cameron Webster, Mawer Investment Management, via The Art of Boring In the first quarter of 2016, Mawer established its first international office in Singapore.  Our Singapore team includes Paul Moroz (Deputy Chief Investment Officer, lead manager of ...
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Canadian Market Insight Markets Outlook SIA Stocks Technical Analysis

Alimentation Couche-Tard Inc. CL B (ATD.B.TO) TSX - Aug 24, 2016

Alimentation Couche-Tard Inc. CL B (ATD.B.TO) TSX - Aug 24, 2016 SIA Charts Daily Stock Report (siacharts.com) The SIA Daily Stock Report utilizes a proven strategy of uncovering outperforming and underperforming stocks from our marquee equity reports; the ...
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Insight Markets Outlook

New GICS Sector Could Benefit REITs

New GICS Sector Could Benefit REITs by Brad McMillan, CIO, Commonwealth Financial Network Today’s guest post is from Chad LaFauci, director of real assets at Commonwealth. At the end of the month, the Global Industry Classification Standard (GICS) ...
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Insight Markets Outlook

Stocks rebound. Optimism emerges for a pessimist.

by Jeremy Ryan, Wells Fargo Asset Management Today’s Daily Advantage comes to us from guest writer Jim Durning. Major stock indexes in the U.S. marked modest gains as oil prices recovered. Reports surfaced that Iran would attend meetings of ...
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Insight Markets Outlook

What We’ve Learned So Far in 2016

by LPL Research This year has been anything but normal. From a huge drop in equities to start the year, to an even bigger rebound, to low rates going lower, to “the economy is weak,” to the “economy ...
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Insight Markets Outlook US Stocks

Growth Estimates are Tracking Higher YTD

by Eric Bush, CFA, Gavekal Capital Next twelve months (NTM) earnings and sales growth estimates in the developed world have been modestly improving throughout the year. In January, average NTM sales growth estimates were 6%. The latest data point pegs ...
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Insight Markets Outlook Strategy

How Volatility Can Work in Your Favor

by Ben Carlson, A Wealth of Common Sense In my last post I talked about how difficult it can be to invest in emerging markets because they are so volatile. Going back to the late-1980s, emerging markets have exhibited ...
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Insight Markets Outlook

Your portfolio may be less diversified than you think

by Jeffrey Kleintop, Chief Global Investment Strategist, Charles Schwab and Company Inc. Key Points Investors tend to hold mostly domestic stocks—even when their country is the home of only a small portion of the world’s stock market. The ...
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Markets

Tech Talk for Wednesday August 24th 2016

by Don Vialoux, Timingthemarket.ca   Observations U.S. highlights yesterday included the Biotech, Home Builder and the “gassy” sectors. Home Builders were helped by higher than expected July New Home Sales. “Gassy” stocks and related ETFs were helped by ...
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Insight Markets Outlook

Lessons From Canada's Top Pension Managers

by Adam Butler, Resolve Asset Management, via S&P Dow Jones Indices Summary Many studies have documented the fact that market participants in many regions, including Canada, invest more in the companies from their home country than would be ...
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Insight Interest Rates Markets Monetary Policy Outlook

Speaking of hikes…

Speaking of hikes… by Blaine Rollins, CFA, 361 Capital Since it is the end of August, all financial eyes will turn to Jackson Hole for the annual Fedspeak. While it seems like we get plenty of Fedspeak during ...
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Insight Markets Outlook Policy

On My Radar: “In the Realm of Economics, No Government Can Play God.”

by Steve Blumenthal, CMG Capital Management Group “In the realm of economics, no government can play god.” — José Niño, Analyst, Acton Circle of Chile I came across today’s intro quote this week while sitting in my beach chair ...
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euro Europe Insight Markets Outlook

Joseph Stiglitz: Reform or Divorce in Europe

by Joseph E. Stiglitz, Columbia University, via Project Syndicate NEW YORK – To say that the eurozone has not been performing well since the 2008 crisis is an understatement. Its member countries have done more poorly than the ...
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Asset Allocation Insight Markets Outlook Strategy

Diversified investing: Standing still is not an option

by Jeffrey L. Knight, Global Head of Investment Solutions and Co-Head of Global Asset Allocation, Columbia Threadneedle Investments What if we get a slow-growth, weaker earnings economy in the second half of the year? Or what if it’s ...
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Bond Market Fixed Income Insight Markets Outlook

The global bond markets in 3 charts

by Benjamin Streed, Fixed Income, Raymond James This version of the weekly commentary is going to focus less on descriptive paragraphs of text and will instead provide core charts/graphs and other visuals. Why? In this environment it seems ...
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