Section
Insight
19282 posts
UBS Unpacks the Economic and Investment Outlook for 2025
The UBS Chief Investment Office report, helmed by Paul Hsiao and Jason Draho, Ph.D., offers a comprehensive macroeconomic…
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...
Torsten Sløk: 2025 Economic Outlook–Resilience Amid Challenges
As we approach 2025, the U.S. economy continues to defy historical norms and confound expectations. Apollo Global Management's…
Shifting Global Plates: The Investment Landscape for 2025-2029
The Robeco report, "Atlas Lifted: 2025-2029 Expected Returns", provides an intricate view of the tectonic shifts shaping global…
From Resistance to Breakout: Honeywell’s Quantum Computing Pivot and Its $263 Target
by SIACharts.com As 2024 concludes, a year marked by a significant rally in high technology—particularly in the electronics…
Glass Half Full: KKR’s Optimistic Outlook for 2025
KKR’s 2025 Investment and Economic Outlook serves as a measured yet optimistic guide for navigating the global economy’s…
Quick View – The Fed decision: Higher growth comes at a price
Global Head of Fixed Income Jim Cielinski and Head of Global Short Duration Daniel Siluk discuss how the Federal Reserve’s (Fed) December decision illustrates that sustained U.S. economic growth comes at the price of a higher rate trajectory.
Bargain, Value Trap or Something in Between?
Analyzing the Also-rans in a Magnificent Bull Market for Growth by Ben Inker and Anna Chetoukhin, GMO LLC…
Fixed Income Sector Views: Signs of progress, signals of caution
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income team…
Victoria’s Secret’s Stunning Comeback: How a 58.93% YTD Return is Breaking Records and Breaking Barriers
by SIACharts.com Founded in 1977 by Stanford graduate Roy Raymond and his wife, Gaye, Victoria's Secret began with…
Top 10 Ethos of 2024
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments As with tradition, this is the last…
Prediction For 2025 Using Valuation Levels
by Lance Roberts, RIA It’s that time of year when Wall Street polishes up its crystal balls and…
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…
Greedy Innkeeper or Generous Capitalist?
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Teck Resources on the Brink: Will Critical Support Levels Hold as Metals Stocks Falter?
by SIACharts.com Coal, copper, zinc, and fertilizer heavyweight Teck Resources Ltd. stock (TECK.B.TO) had been performing well until…
Certainties for an uncertain world
by Richard Bernstein, Richard Bernstein Advisors There is one word to use as investors enter 2025: uncertainty. Of…
