Fidelity's Ilan Kolet: Investing for Soft and Hard Landings into 2025. How?
Listen on The Move The Fed's Bold Moves and Canada's Economic Divergence: Insights from Ilan Kolet Pierre…
BofA's Savita Subramanian: "What seasonality?"
BofA's Equity and Quant Strategist, Savita Subramanian's thesis in the report "What Seasonality?" is centered on the surprising…
Albert Edwards: "We’ll keep trying to look beneath the surface to discover the ‘truth’"
Albert Edwards' thesis of his latest report revolves around the surprising resilience of the US economy and the…
It’s a Bull Market You Know?
by William (Bill) H. Gross There was a reminder recently by Josh Brown, the excellent market strategist on…
10 things for investors to watch in the fourth quarter
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Oil prices - A big economic concern is…
Election Outcome Presents Opportunity For Investors
by Lance Roberts, RIA As the November 2024 election draws near, the election outcome will profoundly affect the…
China’s Stimulus Surge: A Boost for Markets or a Risky Bet?
China’s latest stimulus, launched in September 2024, represents an effort to stabilize an economy struggling with internal and external pressures. But the question remains:
The Art of Patient Diversification: Lessons from Meketa and Mutiny
Investing is a balancing act, a constant tension between risk and reward, fear and greed, offense and defense. Two distinct voices in the investment world
Demystifying Alternative Investments
by Paisley Nardini, CFA, CAIA, Managing Director, Portfolio Manager, Asset Allocation Strategist & Patrick Hennessy, Senior Risk Manager,…
A Second Opinion Is Just What the Doctor Ordered
by Ben Inker, Head of Asset Allocation, GMO LLC A valuation-aware, dynamic approach to strategic allocation Asset Allocation…
ClockWise: Fed rate cuts are bullish for stocks in a soft landing scenario
by Trevor Greetham, Head of Multi-Asset, Royal London Asset Management The Federal Reserve (Fed) is cutting rates for…
Autumn: The Witching Season
by Chris Konstantinos CFA®, Managing Partner, Chief Investment Strategist, Riverfront Investment Group What History Can Tell Us About…
The Passive Investing Paradox: Opportunities vs. Systemic Risks
The 2008 financial crisis is a prime example of how solutions implemented in the past can lead to significant problems in the future. This crisis was rooted in a series
Russia To Host BRICS Summit 2024 Amid Heightened Geopolitical Conflict
by Quincy Krosby, PhD, Chief Global Strategist, Joshua Cline, Associate Analyst, LPL Research In December 2023, Vladimir Putin…
Bank of Canada Cuts Overnight Rate by 0.25% to 4.25%
Governor Tiff Macklem led policymakers at The Bank of Canada, today, to cut interest rates for the third…
