Section
Economy
5589 posts
The Tide Has Not Reversed
Oaktree's O'Leary and Panossian on What Credit's New Normal Means for Investors Four years after the so-called "sea…
The Return of Pricing Power
In their latest High-Conviction Views report1, Janus Henderson's Richard Bernstein, Chris Benway, and Michael Talaga make a case…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Smead: Breaking the Fever
by Cole Smead, CEO, and Bill Smead, CIO, Smead Capital Management When I was a child, we were…
Why Freight Rates Are Soaring, and What the Shipyard Boom Means for Investors
by Frank Holmes, CEO/CIO, U.S. Global Investors Last week, a supertanker loading crude in the Gulf of Oman…
Gold and Utilities: Defensive Appeal Under Pressure
by SIACharts.com Utilities have historically faced headwinds when yields rise, and two characteristics of the sector account for…
The Family Fight Continues
Chicago Fed President Austan Goolsbee on why the data won, why the vibes stay bad, and what the…
Fundamentals in Focus: Rubner's Case for Selective Conviction
After months defined by macro headlines, positioning resets, and shifting AI narratives, the catalyst calendar has rotated back…
AI Capex, Required Revenues, and What the Market Is Actually Pricing
Goldman Sachs Research sizes the revenue test for an $800 billion infrastructure buildout, maps the valuation reset across…
Not Every Hike Kills the Bull
Jeff Schulze, Head Investment Strategist at the Franklin Templeton Institute, makes the case that today's tightening cycle is…
Diversifying with Bonds
by Craig Basinger & Derek Benedet, Purpose Investments I know you are probably sitting there saying ‘what diversification?’,…
Canada's Sleeping Giant
Mark Carney bets energy infrastructure can hold a fractured country together
When the Jackpot Hits an Empty Seat
The Shrugflation Triangle and What It Means for Advisors and Investors
Supply Is the Ceiling
The AI Buildout Has Outrun Every Optimistic Forecast. The Constraint Is Not Demand.
The Three-Front War on Portfolios
Sadiq Adatia sees three distinct pressure points converging at once: geopolitical persistence in the Middle East, European fiscal fragility, and a small-and-midcap equity thesis that lives and dies by the rate path.
Final frontier: 6 opportunities in the space economy
by Zach Alexander,,Equity Investment Analyst, Michael Beckwith, Equity Portfolio Manager, Andrei Muresianu, Equity Portfolio Manager, Capital Group Investor…