Section
Insight
19895 posts
Premium Priced, Under Pressure: Why ISRG’s Valuation Leaves No Room for Error
by SIACharts.com Shares of Intuitive Surgical Inc. (ISRG), once a highly favored stock within the SIA S&P 500…
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...
Reslicing the Pie: Making Room for Private Credit Exposure
by Brian Resnick, CFA, Director and Senior Investment Strategist—Alternatives, AllianceBernstein How should investors think about integrating private credit…
Concentration, Complacency, and the Case for Diversification
For years, the S&P 500 has looked like a rocket ride—powered mostly by a handful of mega-cap tech…
Riding Out September: Why Investors Shouldn’t Flinch
Every year when September rolls around, investors dust off the same old warning: it’s the worst month for…
BMO's Bipan Rai: 5 Big Misreads the Market's Making—Why It’s Time to Rethink Your Portfolio
As investors trickle back from summer break and the post-Labour Day grind begins, Bipan Rai—Managing Director and Head…
Gap Up Glory or Bearish Trap? Celestica at a Crossroads
by SIACharts.com SIA Charts’ Relative Strength rankings not only help investors to identify which stocks in a universe…
Is the equity market losing steam?
by Larry Adam, CIO, Raymond James Key Takeaways Despite the recent court ruling, we expect tariffs to stick…
Can you have your cake and eat it too?
by Michael Contopoulos, Deputy CIO, Richard Bernstein Advisors Markets are currently pricing in a Goldilocks scenario. Investors believe tariffs…
Lower Bond Yields: You Can't Get There From Here
The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.
Jurrien Timmer: Ritual of resilience
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company Every year around this time, freshly…
Franco-Nevada Breaks Free: From $200 Wall to $337 Target?
by SIACharts.com After rallying on a relative strength basis in early 2025 but slipping throughout the summer months,…
Denise Chisholm: CEO Confidence Jumps
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Last month, we learned that CEO confidence jumped…
Investor Survey: Exploring the psychology of retirement income planning
Matt Sommer, Head of Specialist Consulting Group, discusses how the findings from Janus Henderson’s latest Investor Survey present an opportunity for advisors to address investor psychology in their practices.
Slower job growth likely solidifies September rate cut
by Invesco Global Market Strategy Office Key takeaways September rate cut — A weakening labor market and anchored…
Cuts Are Coming: A Tailwind for Stocks
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
