Magnificent 7 to the Rescue!
by Asset Allocation Committee, Confluence Investment Management The traditional role of Treasurys as a safe-haven asset has eroded.…
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...
Natural Resources: supplying the critical commodities for global growth in 2025 and beyond
by Daniel Sullivan, Head of Global Natural Resources, Portfolio Manager, Janus Henderson In the evolving landscape of global…
Staying nimble and diversified: Capitalizing on income opportunities in 2025
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income Investors While the US economy proved more resilient…
NBI CIO Office: Optimism and Challenges in Global Markets
Optimism and Challenges in Global Markets The financial landscape of 2024 offered a dynamic blend of exceptional gains,…
Howard Marks: On Bubble Watch
by Howard Marks, Vice-Chairman, Oaktree Capital Exactly 25 years ago today, I published the first memo that brought…
The Alchemists: Michael Cembalest's Roadmap for the Uncertain Economic Future
Michael Cembalest’s 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 Markets® 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 – Revisiting Picton Mahoney’s 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 Kelly–Navigating 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: WisdomTree’s 2025 Investment Outlook
“Big stock market leadership changes need some ruction, some big change in the system,” WisdomTree’s team observes in…
