Veronika Hirsch, Portfolio Manager, Arrow Capital discusses her perspective on Canada and Canadian equities.
Related Posts
Reducing portfolio risk
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
SaaS: Is There Opportunity In The Destruction?
by Lance Roberts, RIA A specter is haunting Wall Street—the specter of the “SaaSpocalypse.” Since the iShares Expanded…
From US concentration to global opportunity—staying invested while preparing for volatility
As markets rotate to favor small caps and international equities, rising risks are likely to make investment discipline even more important for seizing opportunities, write Chris Galipeau and Lukasz Kalwak of Franklin Templeton Institute.
Managed Futures: Current Positioning and Geopolitical Risks
by Michael McClain, Alternative Investment Research Analyst and Due Diligence, LPL Research Managed futures strategies, also known as…
When Oil Surges, the Dollar Wins: The Hidden Feedback Loop Reshaping Global Markets
by SIACharts.com For decades, advisors internalized a simple playbook: when geopolitical tension drives oil higher, rotate into gold…
Full Speed Ahead: Energy Demand Overpowers Policy Shifts
by Xiaoyu Gu, Jonathan Hunt, Alex Flamm, AllianceBernstein As policy uncertainty recedes, the focus returns to capital deployment. The global…
The Kindness of Strangers: Drexel Burnham, Chesapeake Energy and OpenAI
by Cole Smead, CEO, Portfolio Manager, Smead Capital Management Dear fellow investors, Relying on the kindness of strangers…
Magnificent 7 fatigue? Investing in ‘the best of the rest’
by Ibrahim Kanan, Managing Director and Head of U.S. Core Equity, BlackRock Fundamental Equities The Magnificent 7 stocks…