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Visible Earnings: Why the Defense Sector's Structural Cycle Is Just Getting Started
Global rearmament, longer-duration contracts, and a new class of defense technology companies are converging into one of the most compelling multi-year investment theses institutional analysts have identified in a generation.
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability in the next market cycle.
Macro Moments Weekly: Canada charts new trade and investment
Start your week with insight on global market news and perspective on what’s ahead.
Goldman Sachs: What the Next 10 Years May Look Like for Global Equity Investors
Most people worry about what the market will do this month, or maybe this year. But the real…
The Quiet Breakout: ARM Holdings Is Powering Up for Its Next Big Move
by SIACharts.com SIA Charts’ relative strength rankings assist investors in identifying stocks that are outperforming their peers or…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Support for stocks builds despite mixed data
by Invesco Global Market Strategy Office Key takeaways Federal Reserve (Fed) — Will Fed Chair Jerome Powell signal…
Debt, Defense, and Denial: Why the U.S. Can’t Afford to Ignore the Fiscal Warning Signs
There’s no shortage of people warning about America’s debt problem. The real question is—why now? Why is this…
Resilient Markets, Resource Rethinks, and the New Relevance of Canada
AGF's Mike Archibald, Portfolio Manager, John Christofilos, Chief Trading Officer, Pulkit Sabharwal, Research Analyst, and David Pett, Producer, weigh in on oil, commodities, geopolitics, and Canada's evolving role in global capital flows.
This Global Insurance Giant Just Crushed the Market — Up 37% YTD and Climbing
by SIACharts.com Today, we are reviewing another name from the SIA International ADR Index Report, Prudential PLC ADR…
Natural Gas Explodes: How the Winter Surge is Driving Energy Stocks Higher
by SIACharts.com In the November 19th edition of the Daily Stock Report, Cheniere Energy Inc. (LNG) and the…
ClockWise: Fed rate cuts are bullish for stocks in a soft landing scenario
by Trevor Greetham, Head of Multi-Asset, Royal London Asset Management The Federal Reserve (Fed) is cutting rates for…
Rolls-Royce (RYCEY) Soars in SIA International ADR Rankings: A Stellar Performer in Portfolio Strategy
by SIACharts.com Renowned for engineering excellence, Rolls-Royce Holdings PLC (RYCEY) stands at the forefront of innovation, delivering advanced…
"Dear Chairman"
by Cole Smead, Smead Capital Management Dear fellow investors, As the investors of Smead Capital Management know, we…
Reversals of fortune emerge in elections and economies
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways French election - The second round of the…
As global economies diverge, where are the investment opportunities?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Interest rates - While the Bank of Canada…