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Quick Thoughts: On Georgia Elections: Stimulus for Individuals and Infrastructure
by Stephen H. Dover, CFA, Franklin Templeton Investments Author Stephen H. Dover, CFA Head of Equities On…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Barry Allan: How do credit markets behave?
Credit markets are a part of the fixed income market that most investors, professional ones too, have never…
Hubert Marleau: The Stock Market Overlooked Capitol Riot as a Farcical Sideshow
by Hubert Marleau, Market Economist, Palos Management The Wednesday turmoil in Washington distracted attention from the economy, will…
Fidelity portfolio manager stock outlook 2021
by Fidelity Investments Key takeaways Going into 2021, Fidelity stock portfolio managers are focused on opportunities emerging out…
Q4 2020 Commentary
by Corey Hoffstein, Newfound Research In this quarter’s commentary, we: Provide updates about the transition that took place…
Barry Allan: What Sets You Apart as a Fixed Income Asset Manager?
Barry Allan started DMAT Capital Management in 2019 shortly after his departure from Marret Asset Management, so that…
LIBOR’s Slow Phase-Out Continues
by Collin Martin, CFA, Fixed Income Strategist, Schwab Center for Financial Research LIBOR is still being retired, just…
Barry Allan: Reaching for Yield in the Worst Risk/Reward Period Ever?
Barry Allan has been a portfolio manager in and around the fixed income complex in Canada for 38…
V for Vaccine?
by Niels Clemen Jensen, Absolute Return Partners Don’t worry about the world coming to an end today. It’s…
Why There Is Literally No “Cash On The Sidelines.”
by Lance Roberts, RIA In the later stages of a bull market advance, the financial media and Wall…
Barry Allan: What's your Fixed Income Strategy Post-2020?
After his departure from Marret Asset Management in 2019, Barry Allan launched DMAT Capital Management with a thought…
From the Impatient to the Patient
by Willam Smead, Smead Capital Management “The stock market is a device which transfers money from the impatient…
Barry Allan: The Current State of Fixed Income
Barry Allan has returned to the credit and fixed income management fray. In the midst of what looks…
2021 Outlook: Bond Investing in the Wake of COVID-19
by Scott DiMaggio, AllianceBernstein It’s hard not to start 2021 with a sigh of relief. COVID-19 vaccines have…
Tech Talk for Tuesday January 5th 2021
by Don Vialoux, EquityClock.com Weakness in U.S. equity prices yesterday Weakness can be attributed partially to traders…
