Howard Marks: On Bubble Watch
by Howard Marks, Vice-Chairman, Oaktree Capital Exactly 25 years ago today, I published the first memo that brought…
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 Alchemists: Michael Cembalest's Roadmap for the Uncertain Economic Future
Michael Cembalestâs 49-page 2025 outlook, The Alchemists,1 reads like an economic autopsy on policy experimentation. With a flair…
Fortifying Portfolios in Uncertain Times: Lessons from Picton Mahoney
In equity and bond markets increasingly punctuated by volatility and unexpected economic events, the traditional investment framework is…
Growth is from Mars, value is from Venus
by Owen A. Lamont, Ph.D., Senior Vice President, Portfolio Manager, Research, Acadian Asset Management There is no such…
Why Did the Stock Market Do So Well in 2024?
by Michael Antonelli, Market Strategist, Baird 2024 has been, by all measures, a spectacular year for the stock…
From Inflation to Innovation: Key Trends Shaping the U.S. Economy and Markets (JPM)
Here are highlights from the J.P. Morgan "Guide to the MarketsÂŽ U.S. | 1Q 2025" which focuses on:…
Weekly ChartStorm: Reflections on 2024 in Ten Notable Charts
As the dust settles on another rollercoaster year in the markets, the time is ripe to reflect. The…
The Seven Pillars of Resilient Portfolios â Revisiting Picton Mahoneyâs BARBELL Framework
In a rapidly evolving investment landscape, where traditional stock and bond strategies often falter under the weight of…
Happy New Year in 2025!
Dear fellow investment professionals, and investors, We hope yours was a relaxing, happy and peaceful holiday season.…
JPM's David KellyâNavigating 2025: Out of the Storm, Into the Fog
The 2025 Investment Outlook from J.P. Morgan Asset Management, led by Chief Global Strategist David Kelly, provides a…
Turning the Page: WisdomTreeâs 2025 Investment Outlook
âBig stock market leadership changes need some ruction, some big change in the system,â WisdomTreeâs team observes in…
Vanguardâs 2025 Outlook: Beyond the Soft Landing and Into Uncharted Tensions
As the world gears up for 2025, Vanguardâs Chief Global Economist, Joseph Davis, and team have released a…
UBS Unpacks the Economic and Investment Outlook for 2025
The UBS Chief Investment Office report, helmed by Paul Hsiao and Jason Draho, Ph.D., offers a comprehensive macroeconomic…
Torsten Sløk: 2025 Economic OutlookâResilience Amid Challenges
As we approach 2025, the U.S. economy continues to defy historical norms and confound expectations. Apollo Global Management's…
Shifting Global Plates: The Investment Landscape for 2025-2029
The Robeco report, "Atlas Lifted: 2025-2029 Expected Returns", provides an intricate view of the tectonic shifts shaping global…
