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Insight
19277 posts
GDP Growth vs. Recession Risks: The Tug-of-War Behind the Numbers
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
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...
Union Pacific’s Quiet Strength: Is the Next Big Transport Rally on Tracks?
by SIACharts.com Given the recent moves that airline stocks have made over the past few quarters, all eyes…
The Price of Progress
by Carl Tannenbaum, Ryan Boyle and Vaibhav Tandon, Northern Trust We explore how evolving priorities under the new…
Value stocks: Why you might be underweight and unaware
by Tony DeSpirito, CIO of U.S. Fundamental Equities, Blackrock Value stocks hit some investors’ radar screens with a…
Markets Driven by Multiple Expansion Have Been Durable, Pt. 2
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Overall, 2024’s returns were primarily driven by multiple…
PepsiCo's 3-Year Slump: Why Advisors Are Steering Clear of PEP
by SIACharts.com Shares of PepsiCo Inc (PEP) have had a rough 3 months, with the share price down…
Trump’s Agenda
by Hubert Marleau, Market Economist, Palos Management January 24, 2025 A Libertarian Address is an Ode to a…
Canada’s Inflation Rate, U.S. Bank Earnings, AI’s Next Wave
by The Editor's Desk, AGF Investments A mid-week analysis of what’s happening in global financial markets from the…
Stock investing insights to start the new year
Thoughts from Tony DeSpirito, CIO of U.S. Fundamental Equities, Blackrock What’s in store for stocks after two years…
Natural Resources: supplying the critical commodities for global growth in 2025 and beyond
by Daniel Sullivan, Head of Global Natural Resources, Portfolio Manager, Janus Henderson In the evolving landscape of global…
Bursting the Complacency Bubble
by Seamus Sullivan, Portfolio Manager, Smead Capital Management Dear fellow investors, As we welcome a new year and…
Siemens Breaks Out: Could the Ukraine Conflict Signal a Bullish Catapult for European Stocks?
by SIACharts.com In today's Equity Leaders Weekly, we discussed the ongoing conflict in Central Europe and its impact…
Earth, Wind, and Fire
by Carl Tannenbaum, Chief Economist, Northern Trust Rebuilding is the first of many challenges from natural disasters. The…
Just How “Rich” Is U.S. Credit
by Kevin Flanagan, Head, Fixed Income, WisdomTree Key Takeaways Investment-grade (IG) and high-yield (HY) spreads, at +80 basis…
Multi-Asset 2025 Outlook: Expanding Horizons
by Caglasu Altunkopru & Aditya Monappa, AllianceBernstein As growth extends to more regions, we see expanding opportunities across…
