Section
Insight
19273 posts
Unearthing the appeal of responsibly sourced gold
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton ETFs As gold prices soar to…
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...
Denise Chisholm: Gov't Spending - Noise or Signal?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments February 21, 2025 Given recent headlines, investors have…
US uncertainty, German elections top global market news
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways FOMC - Minutes from the Federal Open Market…
Antitrust Angst
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman Does the retention of the Biden-era M&A…
Volatility Surges 25%: Is This the Start of a Deeper Market Correction?
by SIACharts.com It’s been another tough week in the markets, with the S&P 500 falling 3.06%, while the…
Five transformational themes that could unlock accelerated growth opportunities
by Nick Schommer, CFA, Portfolio Manager & Brian Recht, Portfolio Manager, Research Analyst, Janus Henderson Portfolio Managers Nick…
Estimates By Analysts Have Gone Parabolic
by Lance Roberts, RIA Just recently, S&P Global released its 2026 earnings estimates, which, for lack of a…
Bargain, Value Trap or Something in Between?
by Ben Inker and Anna Chetoukhin, GMO LLC Executive summary Over the last decade, U.S. large cap growth…
Adventures of The OG Quant
by Rob Arnott, Research Affiliates The title was chosen by me, not Dean. He’s too humble to call…
The New Magnificent Seven?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Tariffs make industries less competitive
by Eugenio J. Alemán, Chief Economist, Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. Back…
Seasonal Challenges With Economic Data
by Carl R. Tannenbaum, Chief Economist, Northern Trust Seasonal adjustments have limitations. At this time of year, those…
Jurrien Timmer: The Heat is On
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Breaking Eggs to Make an…
Wall Street’s Best-Kept Secret? This Chicken Giant Is Beating the Market
by SIACharts.com Pilgrim's Pride is a multinational corporation that employs about 38,000 people and has operations in 12…
The Prompt Paradox
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments Artificial intelligence (AI) has clearly been a…
