Section
Insight
19282 posts
The Seven Pillars of Resilient Portfolios ā Revisiting Picton Mahoneyās BARBELL Framework
In a rapidly evolving investment landscape, where traditional stock and bond strategies often falter under the weight of…
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...
Canadaās Rail Giants Derail: Why CP and CN Are Stocks to Avoid in 2024
by SIACharts.com Transports overall were a challenging sector for investors in 2024, with the SIA Transportation Equal Weight…
Curb Your Enthusiasm
by Bob Elliott, CEO, CIO, Unlimited Funds Expectations for the US economy coming into a new year have…
4 Keys to Stock Market Gains in 2025
by Jeffrey Buchbinder, CFA, Chief Equity Strategist, LPL FinancialĀ As 2024 draws to a close, investors have fully…
2025 Outlook: Moderated Returns, A Rotation Possible
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
High Hopes, Solid Grounds
We prefer equities over fixed income, in particular U.S. equities as the outlook for the U.S. economy is…
The Deregulation Pioneer Who Shaped Modern America
by Brian S. Wesbury ā Chief Economist & Robert Stein, CFA ā Deputy Chief Economist, First Trust Portfolios…
Happy New Year in 2025!
Dear fellow investment professionals, and investors, We hope yours was a relaxing, happy and peaceful holiday season.…
Deere's (DE) Big Shift: Is the Underdog Ready to Outpace Caterpillar?
by SIACharts.com Shares of Deere & Company (DE) have underperformed in 2024, but the SIA platform may have…
Taking Stock: Q1 2025 Equity Market Outlook
by Tony DeSpirito, CIO of U.S. Fundamental Equities, Blackrock Key takeaways Can equities three-peat in 2025? With U.S.…
JPM's David KellyāNavigating 2025: Out of the Storm, Into the Fog
The 2025 Investment Outlook from J.P. Morgan Asset Management, led by Chief Global Strategist David Kelly, provides a…
Turning the Page: WisdomTreeās 2025 Investment Outlook
āBig stock market leadership changes need some ruction, some big change in the system,ā WisdomTreeās team observes in…
What to Watch for in 2025: Productivity, Immigration and the Dollar
by Hubert Marleau, Market Economist, Palos Management January 1, 2025 At this time of the year, predictions about…
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…
Vanguardās 2025 Outlook: Beyond the Soft Landing and Into Uncharted Tensions
As the world gears up for 2025, Vanguardās Chief Global Economist, Joseph Davis, and team have released a…
