Section
Insight
19478 posts
Does Consumer Spending Drive Earnings Growth?
by Lance Roberts, RIA It would seem evident that most investors would understand that consumer spending drives economic…
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...
Mid-Year Outlook: International Stocks and Economy
by Jeffrey Kleintop & Heather O' Leary, Charles Schwab & Company Ltd. Investors may revisit international exposure in…
Mr. Crypto Goes to Washington
by Hubert Marleau, Market Economist, Palos Management June 6, 2025 A large number of my readers want to…
Breakout Alert: Sibanye Stillwater Surges as Battery Metal Bet and ESG Push Fuel Rally
by SIACharts.com Shares of Sibanye Stillwater (SBSW) have climbed to the top of the SIA International ADR Report…
The Exceptional Case of U.S. Markets Underperformance
With global headlines bouncing between trade tensions, inflation worries, and surprise economic data, it’s getting harder for investors…
When $9 Trillion Gets Cold Feet: Rupert Mitchell on the Great Unwind of America’s Market Dominance
“You’ve got $9 trillion worth of European pension money sitting in US equities… try parking a trillion dollars…
The Consumer Hangs In
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Amid changing policy dynamics, fluctuating markets and…
The Long Game: Why Private Markets May Thrive in Market Turmoil
by Alexander Chaloff, Chief Investment Officer, Head of Investment & Wealth Strategies, AllianceBernstein Private investments demand patience, but…
Fixed Income Outlook: Cool and Cloudy
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd. Bouts of volatility may continue in…
Passive Aggressive: The Increasing Risks of Passive Dominance
by Chris Brightman, Campbell Harvey, Forrest Henslee, Research Affiliates Key Points Passive capitalization-weighted index funds now surpass active…
Turning Point for the US Dollar: Fiscal Strain, Trade Tensions, and Global Implications
by SIACharts.com The U.S. dollar appears increasingly vulnerable to a broader decline as markets begin to price in…
AI Boom Reaches the Grid
by Bill Smead, CIO, Smead Capital Management Dear fellow investors, A mania associated with electric production companies providing…
2025 Mid-Year Outlook: Global Stocks and Economy
by Jeffrey Kleintop & Heather O' Leary, Charles Schwab & Company Ltd. Investors may revisit international exposure in…
New catalysts spur international stocks
by Gerald du Manoir, Samir Parekh, Steve Caruthers, Capital Group For the first time in many years, the…
Evolving Diversification
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Since the late 1980s through the end of…
