Section
Exchange Traded Funds
6484 posts
Tech Weakness Fuels Bond Rally and Value Rotation
by Professor Jeremy J. Siegel, Senior Economist, WisdomTree The Federal Reserve meeting last week was largely uneventful. The S&P 500…
Oscillating Enthusiasm
by Craig Basinger, Chief Market Strategist, Purpose Investments For all the headwinds and now some wobbling in AI…
ETF Flows Tell You What Investors Are Doing, Not Whether They're Doing It Right
Listen on The Move Canada's ETF market just hit $1 trillion in assets — but record flows…
Jurrien Timmer: Upstairs Downstairs (10/26/2026)
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Price discovery never rests For the DCF model, the…
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.
The AI Trade Might Not Be Where You Think It Is
Spending on AI isn’t the same as profiting from it. Sri Iyer and Adam Cilio explain how the Guardian i³ Investments TeamTM uses machine learning, AI, and human judgment, to separate builders, spenders and beneficiaries.
Hot inflation. Cold chips. Stay diversified.
by Taylor Topousis, CFA, Market Strategist, Franklin Templeton Institute & Chris Galipeau, Head Market Strategist, Franklin Templeton Institute…
Market’s Uneven Response to Higher Rates
by Russ Koesterich, CFA, JD, portfolio manager, BlackRock In this article, Russ Koesterich discusses how tech strength is…
Why cost matters when comparing active managers
by Eric Dzuba, Senior Portfolio Consultant, Capital Group KEY TAKEAWAYS Evaluate manager’s philosophy, investment process, capabilities and track record…
AI Everywhere, Everything
by Craig Basinger, Chief Market Strategist, & Derek Benedet, Portfolio Manager, Purpose Investments This isn’t our first tech…
When Rates Rise, Read the Map
BMO Capital Markets economist Robert Kavcic joins Bipan Rai on the Open Outcry podcast1 to lay out a…
Diversifying with Bonds
by Craig Basinger & Derek Benedet, Purpose Investments I know you are probably sitting there saying ‘what diversification?’,…
Below Book, Below the Radar: South Korea's Deep-Value Opportunity
Beneath the surface of one of the world's most-discussed AI market bubbles, a research team at Verdad has…
Where Macro Meets Opportunity: A Time-Tested, Three-Pillar Approach to Global Equities
Listen on The Move When the market itself quietly becomes the concentration risk, a top-down process built…
Stealth Bear
by Craig Basinger, Chief Investment Strategist & Derek Benedet, Portfolio Manager, Purpose Investments The largest development concerning markets…
Market Ethos: Hot in Herre
by Craig Basinger, Chief Investment Strategist, Purpose Investments Last week, we took a break from talking about yields…