Why Timing the Market is So Hard
Dorothy Neufeld of Visual Capitalist asserts1, "Timing the market seems simple enough: buy when prices are low and…
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...
The Butterfly Effect in Commerce: When Warehouses Meet Politics
“When trade stops, war comes.”– Jack Ma Drawing parallels from James Gleick's book Chaos: Making a New Science,…
The Rise and Democratization of Private Markets: An Exploration
Private markets have historically been the playground of institutional and ultra high net worth investors. However, a quiet…
AOH1996: Breakthrough Cancer-Killing Drug or Just Another Hype?
“The fact that hype exists doesn't prove that something is not important.” – Vilayanur Ramachandran This sentiment is the…
BofA Flow Show: Debt Stop Noise
by Michael Hartnett, Chief Investment Strategist, BofA Securities Copyright © BofA Securities
The Consumer and the Stock Market
by Shannon Saccocia, CFA, CIMA, Chief Investment Officer - Private Wealth, Neuberger Berman As the “wealth effect” is…
H2/23 Investor Playbook: Portfolio Positioning Heading into the Final Innings of this Cycle
by Nadeem Kassam, CFA, MBA, Investment Strategist, Kassam Advisory Solutions Please note: This is an independent research report…
Divergence: Rate Cuts, Pauses, and Hikes
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, and Michelle Gibley, Charles Schwab & Co., Inc.…
Kolanovic: Maintaining our bearish outlook
by Marko Kolanovic, Chief Global Investment Strategist, J.P. Morgan Copyright © J.P. Morgan
MS Mike Wilson: Mea culpa, we were wrong
by Mike Wilson, CIO, Chief U.S. Equity Strategist, Morgan Stanley Copyright © Morgan Stanley
Sometimes The Jokes Write Themselves
by Benjamin Picton, Senior Macro Strategist, Rabobank Copyright © Rabobank
BofA Flow Show: Overshoots ≠ Soft Landings
by Michael Hartnett, Chief Investment Strategist, BofA Securities – Global Research Summary Crypto leads with 78.5%, while stocks…
Meketa: Deglobalization (Whitepaper)
by Alison Adams, PhD, Frank Benham, CFA, CAIA, & Zach Stevens, CAIA, Meketa Investment Group In a recently…
Economic Powerplay: US-China Battle for Semiconductors
Good artists copy, great artists steal. – Pablo Picasso This sentiment rings true as Doomberg1 examines the escalating…
A Big Week That Told Us Nothing We Did Not Already Know
by Hubert Marleau, Market Economist, Palos Management July 28, 2023 What the past week revealed was already known.…
