Section
ETFs
6277 posts
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…
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...
Magnificent 7 Diversifiers for 2025
by Matt Wagner, CFA, Associate Director, Research, WisdomTree Key Takeaways The dominance of the Magnificent 7 (Mag 7) has…
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-Peat? A Market Recap and Analysis
by Craig Basinger, Purpose Investments, & Team, Purpose Investments Jump To Trump Term 2.0 Equities – Can US…
The Greatest Scourge in Factorland: Revaluation Alpha = Fake Alpha (JPM Series)
by Rob Arnott, Research Affiliates Key Points Alpha is not merely a simple risk-adjusted return difference; rather, it…
Cracking the Code: Why China-Focused ETFs Are Leading the Charge in Global Markets
by SIACharts.com In today's Equity Leaders Weekly, a document that often takes a high-level view of the markets,…
Why the Geopolitical Climate Remains a Focus for Investors in 2025
by Greg Valliere, Chief U.S. Policy Strategist, AGF Investments Wars in the Mid-East & Ukraine remain potential hot spots…
Fixed Income Macro Views: The return of (trade) policy uncertainty
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income economists…
The Yen Strikes Back: How Japan’s Rate Moves Are Reshaping Global Markets
by SIACharts.com On July 31, 2024, the Bank of Japan raised its key interest rate to 0.25%, up…
Above the Noise: Red wave, tariff uncertainty, and government spending
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Yay or nay? - We’re seeing vastly different interpretations…
Jurrien Timmer: Animal Spirits (Dec. 3, 2024)
by Jurrien Timmer, Director of Global Macro, Fidelity Investments December 3, 2024 A Thanksgiving Worth Giving Thanks for…
The Return of Policy Risk
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. We believe 2025 will be…
Three Ways Investors Can Capitalize on Election-Driven Rate Volatility
by Gershon Distenfeld, CFA, Faid Malik, and Monica Carlson, AllianceBernstein Investors in US fixed-income markets may want to…
Credit Spreads: The Markets Early Warning Indicators
by Lance Roberts, RIA Credit spreads are critical to understanding market sentiment and predicting potential stock market downturns.…
Jurrien Timmer: Sunny Skies (11.26.24)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company I just returned from Scottsdale,…
