Thoughts From the Bond Vigilantes
Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.
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...
Fundamentals underpinning global tech’s market leadership
by Denny Fish, Portfolio Manager, Research Analyst, Janus Henderson Portfolio Manager Denny Fish believes that a dispersion of…
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoney’s Alternative Exchange1 event in mid-November 2024 (you’ll have to register to watch it, and it’s worth it), three of the industry’s boldest voices—David Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)—stepped onto the stage.
Three charts and three questions to guide your client conversations
by Ben Rizzuto, CFP®, CRPS®, Wealth Strategist, Janus Henderson Wealth Strategist Ben Rizzuto highlights three questions from Janus…
A more dynamic playing field for equity investors
by Mark Pinto and Lucas Klein, Janus Henderson In their 2025 outlook, Head of Americas Equities Marc Pinto…
Five Investing Impacts of a Trade War
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Pathways to Growth: Lessons from High-Growth Financial Advisors
“In the business of growth, strategy isn’t optional—it’s survival.” – Adapted from the lessons of the 2024 Advisor…
CI Financial to Go Private in Landmark C$4.7 Billion Deal with Mubadala Capital
In a move set to reshape the Canadian financial landscape, CI Financial Corp. has announced plans to go…
Economic Strength Drives Jump in Long-Term Rates
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
The Nuclear Renaissance: Splitting Atoms, Not Hairs
The global energy landscape is at a crossroads, where soaring demand intersects with the relentless push for decarbonization.
LongPoint Asset Management Launches First ETF: ForAll Core & More U.S. Equity Index ETF
Toronto, November 12, 2024 – LongPoint Asset Management Inc. has officially entered the ETF market with the launch…
Brooke Thackray: How long can it last?
by Brooke Thackray, Research Analyst, AlphaMountain Investments, Global X ETFs Let’s Talk About the U.S Election, without the…
Why Healthcare Investors Shouldn’t Bank on Drug Pipelines
by Vinay Thapar, CFA, Co-Chief Investment Officer and Senior Research Analyst—US Growth Equities; Portfolio Manager—Global Healthcare, AllianceBernstein Healthcare…
Howard Marks: Ruminating on Asset Allocation
by Howard Marks, Vice Chairman, Oaktree Capital When I travel to see clients and spend entire days discussing…
Red Waves and Bond Graveyards: The Fed’s Nightmare in Trump’s America
by Pierre Daillie, Managing Editor, AdvisorAnalyst.com
"What are they supposed to do now?" muses Gavekal.1 In a week filled with post-election jitters and bond market bruises,...
