What happened to ESG stocks?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, and Michelle Gibley, Charles Schwab & Co., Inc.…
DoubleLine Capital: Quarterly Outlook and Commentary September 2023
by DoubleLine Capital The latest market commentary is now available from DoubleLine Capital - here are some of…
The Energy Landscape: A Deep Dive with Doomberg
In a recent interview with Adam Taggart at Wealthion, the head of the anonymous collective known as Doomberg…
Howard Marks Latest Memo: Further Thoughts on Sea Change
by Howard Marks, Vice-Chairman, Oaktree Capital In May, I wrote a follow-up memo to Sea Change (December 2022)…
Thackray Newsletter: Wrecking Ball = Buying Opportunity
by Brooke Thackray, Horizons ETFs (AlphaMountain Investments) Brooke Thackray's October 2023 Update Highlights Supply/Demand Mismatch in Chinese Residential…
Israel-Hamas War brings geopolitical risks to the forefront
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Israel-Hamas War The Israel-Hamas War has shocked the…
Neither a Lender Nor a Stockholder Be
by William H. Gross | October 4, 2023 Professional stock investors know little about bonds and vice versa…
Japan Equities Are Compelling… But More Than 80% of Active Managers Are Underweight
by Drew Edwards and Rick Friedman, GMO LLC Investors have been chronically underweight Japan for the past three…
Doomberg: Separating Fact from Fiction
Listen on The Move The head of the Doomberg team, maestros at deciphering the complex symphony of the…
Higher for longer. What if it’s “higher forever”?
by Andrew Beer, Managing Member, DBi In case anyone is interested, here's are some observations about #inflation and…
Taking Stock: Q4 2023 Equity Market Outlook
by Antonio (Tony) DeSpirito, Managing Director, Global Chief Investment, Fundamental Equities, BlackRock Key takeaways Q4 for the win?…
Fed's Slow Rate-Cut Plan Faces Historical Hurdles
In a recent Wall Street Journal1 article, James Mackintosh delves into the Federal Reserve's ambitious plans for the…
Key Macro Charts to Watch: Global Rate Ripples: Analyzing Key Players
Alfonso Peccatiello1 critiques the European Central Bank's (ECB) decision to raise interest rates to 4%, terming it a…
Howard Marks: Fewer Losers, or More Winners?
by Howard Marks, Vice-Chairman, Oaktree Capital My memos got their start in October 1990, inspired by an interesting…
5 megatrends reshaping markets
by Fidelity Viewpoints Key takeaways Global markets and economies have been undergoing several concurrent major shifts, or regime…
