Day: 3 August 2022
8 posts
Zoltan Pozsar: War and Interest Rates
by Zoltan Pozsar, Credit Suisse Copyright © Credit Suisse
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
Is Now the Time for Small-Caps to Shine?
by Stephen Vanelli, CFA, Knowledge Leaders Capital Across US indexes, growth has experienced a resurgence relative to value…
The Return of Dividends
by Jeffrey Kleintop, CFA®, Managing Director, Chief Global Investment Strategist, Charles Schwab & Co., Inc. Although the 10-year…
Where to find pricing power
by Russ Koesterich, CFA, JD, Portfolio Manager, Blackrock Russ Koesterich, Managing Director and Portfolio Manager, of the Global…
Supply Chains Are Slowly Mending
by Carl Tannenbaum, Chief Economist, Northern Trust The availability of goods and cost of shipping are improving. The…
Meb Faber: The Problem with Long-Term Investing
Listen on The Move Given the year 2022 has shaped up to be so far, we thought…
Hydro One Ltd. - (H.TO) - August 3, 2022 (Daily Stock Report)
by SIACharts.com Electricity transmission and distribution utility Hydro One Ltd. (H.TO) shares have been steadily moving…
Tech Talk for Wednesday August 3rd 2022
Technical Notes for yesterday TSX Information Technology iShares $XIT.TO moved above $35.00 extending an intermediate uptrend. PayPal $PYPL…