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6211 posts
Jurrien Timmer: Bull Runs to Bond Yields: The Trends Shaping 2025’s Investment Landscape
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company A happy new year to all…
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...
A Cautious Take on the New Year’s Market
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
The Rules Of Bob Farrell – An Updated Illustrated Guide
by Lance Roberts, RIA In a recent discussion on TheRealInvestmentShow, Bob Farrell and his 10 investment rules were discussed,…
Reflecting on 2024 – Awesome Returns, Surprising Resilience
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Let us all raise a glass and give a…
Sonders: It was a very good year
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Stocks are coming…
Taking Stock: Q1 2025 Equity Market Outlook
by Tony DeSpirito, CIO of U.S. Fundamental Equities, Blackrock Key takeaways Can equities three-peat in 2025? With U.S.…
JPM's David Kelly–Navigating 2025: Out of the Storm, Into the Fog
The 2025 Investment Outlook from J.P. Morgan Asset Management, led by Chief Global Strategist David Kelly, provides a…
Turning the Page: WisdomTree’s 2025 Investment Outlook
“Big stock market leadership changes need some ruction, some big change in the system,” WisdomTree’s team observes in…
Vanguard’s 2025 Outlook: Beyond the Soft Landing and Into Uncharted Tensions
As the world gears up for 2025, Vanguard’s Chief Global Economist, Joseph Davis, and team have released a…
Fixed Income Sector Views: Signs of progress, signals of caution
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income team…
On My Mind: 2025—Looking good, feeling good?
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Even with the uncertainty surrounding the new…
Pets, Pop and Sin Stocks: Not Every Fad Is a Thematic Portfolio
by Daniel C. Roarty, CFA, Chief Investment Officer—Sustainable Thematic Equities, Lei Qiu, Chief Investment Officer —Thematic Innovation Equities,…
Economic resilience supports cyclical rally
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses why cyclical leadership in…
How Will Emerging Markets Stocks Fare if Global Trade is Disrupted?
by Regina Chi, CFA® VP & Portfolio Manager, AGF Investments Inc. A focus on regions with strong economic…
Bond outlook: Income opportunities widen
by Vincent Gonzales, David Daigle, Jerry Solomon, Fixed Income Portfolio Managers, Capital Group KEY TAKEAWAYS A resilient U.S.…
