“Buying The Dip” – Here’s A Technical Way To Do It
by Lance Roberts, RIA Recently, I did an interview about “buying the dip” in the market, which generated many comments.…
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...
How to Stay Ahead in a Shifting World: KKR’s Roadmap for the New Market Reality
In its May 2025 Insights report, titled The Art of Learning, KKR’s Global Macro & Asset Allocation team…
Inside the Mind of Tony Davidow: Why Private Markets Matter More Than Ever
For once, Tony Davidow found himself on the other side of the microphone. In a special episode of…
KISS 2025: The Big Picture Shifts Reshaping Your Portfolio Playbook
Louis-Vincent Gave breaks it down—simply, sharply, and with implications you can’t ignore. “When the facts change, I change…
The Exceptional Case of U.S. Markets Underperformance
With global headlines bouncing between trade tensions, inflation worries, and surprise economic data, it’s getting harder for investors…
When $9 Trillion Gets Cold Feet: Rupert Mitchell on the Great Unwind of America’s Market Dominance
“You’ve got $9 trillion worth of European pension money sitting in US equities… try parking a trillion dollars…
Hamilton ETFs Sets Sights on Innovation with Canada’s First 0DTE ETFs
June 4, 2025 – Toronto Hamilton ETFs has announced the filing of a preliminary prospectus for a new…
Bank of Canada Hits Pause Again—But What’s Next? RBC’s Claire Fan Has Thoughts
For the second time in a row, the Bank of Canada has opted to stand pat, holding its…
Bigger yard, higher fence?
Brandywine Global: The interplay between policy-driven trade realignments, cyclical relative growth shifts, structural capital flow adjustments, and relative currency valuations could open new avenues for alpha generation in emerging markets.
Turning the Page: Why 2025 May Be the Year Merger Arbitrage Steps into the Spotlight
Strategic Resilience in 2024: Playing Defense to Win "If you were to summarize it in one word, it…
Big, Beautiful Bills and Bond Market Blunders
Let’s not kid ourselves—if the U.S. economy were a spaceship, it would be held together by duct tape,…
A Market on Mute: Jeremy Grantham’s Cautionary Symphony of Speculation, Bubbles, and Blind Spots
“There will come a time when you will be happy to have been out of the market.” With…
Uranium’s Imminent Ascent: A Crisis-Fueled Commodity Awakens
“A Means of Survival” “Try to imagine a world without water for a week,” urges Nick Lawson, CEO…
Young Investors, Big Potential: Fidelity’s Experts Weigh In on Trends, Challenges, and Empowerment
The next generation of investors is no longer standing on the sidelines. With financial literacy on the rise…
Managing Trump Uncertainty: Defensive Fixed Income in a Reshaped World Order
In a world shaken by policy whiplash, trade upheaval, and renewed inflation fears, the team at Ninepoint Partners…