Day: 3 August 2022
8 posts
Zoltan Pozsar: War and Interest Rates
by Zoltan Pozsar, Credit Suisse Copyright © Credit Suisse
Bridging the Gap Between Safety and Return
For many investors, 2025 has felt like a test of patience and conviction. Cash feels safe—but safety has a cost. In a world where “higher for longer” interest rate expectations meet volatile bond markets and stretched equity valuations,
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
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…
