Section
Insight
18875 posts
Bond outlook: Income opportunities widen
by Vincent Gonzales, David Daigle, Jerry Solomon, Fixed Income Portfolio Managers, Capital Group KEY TAKEAWAYS A resilient U.S.…
Stock market outlook: AI leads a broadening market
by Julian Abdey, Mark Casey, Cheryl Frank, Equity Portfolio Managers, Capital Group KEY TAKEAWAYS Solid U.S. economic growth…
Are the political winds shifting in favour of bond investors?
by Jenna Barnard, Co-Head of Global Bonds, Portfolio Manager, Janus Henderson Jenna Barnard, Co-Head of Global Bonds, believes…
Breaking Through the Noise: Key Market Trends to Watch as 2024 Wraps Up
by SIACharts.com As advisors count down the final trading days until the new year, SIA is busy taking…
Equity Market Neutral in 2024
by Jina Yoon, Chief Alternative Investment Strategist, LPL Financial With additional content provided by Michael McClain, AVP, Research.…
Top Five Surprises for 2025
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Thematics in Flux
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: In 2024, thematic investing saw extreme performance disparities.…
Fed’s Slow Dance: Inflation, Resilience, and the Long Road Ahead
"The Federal Reserve’s policies are like a game of Jenga—move too quickly, and the whole structure wobbles." The…
Charting BlackBerry’s Rise: Breakthrough or Another False Start?
by SIACharts.com Once a standout on the Canadian stock market, Blackberry Limited (BB.TO) shareholders have demonstrated significant patience…
Don’t Trust Antitrust
by William Smead, CIO, Smead Capital Management Dear fellow investors, The Federal Trade Commission (FTC) recently blocked the…
Fiscal conservatism and other global economic themes for 2025
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Fiscal conservatism - Budget battles have contributed to…
A Bizarro Tax-Loss-Selling Year
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Tax-loss selling this time of year can often…
China’s Sleeping Giant Awakens: Is the Market Rally Poised for a 2025 Breakout?
by SIACharts.com The quote, "China is a sleeping giant, when she wakes she will shake the world," is…
Inflation, Eh? Taylor Swift, Black Friday, and the Path to 2%
"The laws of supply and demand don’t care about concerts, couches, or concerts on couches." Inflation in Canada…
The 4Rs of Japan’s Equity Market Resurgence
by Stephen Way, CFA®, SVP, Head of Global & Emerging Markets Equities, AGF Investments Inc. The 4Rs of…
