Section
Earnings
172 posts
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…
October 10, 2024
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...
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…
October 10, 2024
3 investment ideas from second quarter earnings
by Mark Casey, Portfolio Manager, Christopher Lee & Betsy Lind, Equity Investment Analysts, Capital Group A spike in…
September 2, 2024
Market Ethos: Earnings Optimism
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. There are three things you should rarely ever bet…
May 1, 2024
Earnings Season May Bring Changes
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
April 10, 2024
Earnings, trick or treat?
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Market Ethos October 30, 2023 We are about halfway…
October 31, 2023