Section
Insight
19272 posts
Becoming Your Clientās Financial MD: A New Advisory Mindset
by Ryan Krystopowicz, CFA, Director of Client Solutions, WisdomTree Key Takeaways Clients value personalized guidanceānot just portfolio management.…
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...
Quick Thoughts: Why are equity markets sinking?
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton InstituteĀ US policy uncertainties have rattled…
From Euphoria to Recession Fears Within a Month
by Hubert Marleau, Market Economist, Palos Management Last week, I ended my note to readers saying: āWith almost…
Canada at the Crossroads: How the Trade War is Reshaping the 2025 Election
It is said that history does not repeat itself, but it often rhymes. With the looming shadow of…
Goeasyās Steep Slide: Breaking Support and Heading for Trouble?
by SIACharts.com The chart of Goeasy (GSY.TO) has fallen both from an absolute and relative perspective, as highlighted…
Three Reasons weāre Overweight Japanese Equities
by Rick Friedman and John Thorndike, GMO LLC In a world of rich valuations and heightened geopolitical uncertainties,…
A Frenzied Week for Tariffs
Trade policy clarity is a long way off. by Carl Tannenbaum, Chief Economist, Northern Trust British Prime Minister…
Rebuilding resilience in 60/40 portfolios
by Jeffrey Rosenberg, Managing Director, & Team Systematic Fixed Income, BlackRock Key points Heightened fiscal, trade, and policy…
Been Here Before
by William Smead, CIO, Smead Capital Management Dear fellow investors, Investors who have come to us in the…
Global Markets Diverge: China and Europe Surge While U.S. Stocks Tumble
by SIACharts.com Focusing on weekly performance, several major U.S. stock market indices experienced declines over the past week.…
Quick Thoughts: Risk vs. uncertainty
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Weaker US economic data is…
Navigating Strategic and Tactical Investment Horizons: The Differences
LPL Research discusses the distinct nature of investment horizons and examines when and why strategic and tactical perspectives…
Bears awaken, but donāt fear the volatility
by BeiChen Lin, Russell Investments Warmer weather means that many animals come out of hibernation. Unfortunately for investors,…
Looking Through the Volatility
by Drew O'Neil, Fixed Income, Raymond James Drew OāNeil discusses fixed income market conditions and offers insight for…
The Hidden Market Shift That Could Make or Break Your Portfolio
by SIACharts.com The situation in the stock market isn't getting any easier, and for those operating without a…
