Markets – AdvisorAnalyst.com

Above the Noise: Making sense of markets, Treasuries, and tariffs

by Brian Levitt, Global Market Strategist, Invesco Key takeaways Markets and tariffs - Markets may only need incremental progress,…

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...

With or Without Exception?

by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. Global financial markets have rebounded…

Global equities: The case for Europe

by Stephen Dover, CFA, Head of Franklin Templeton Institute A funny thing has happened thus far in 2025.…

Diversification vs. the Siren's Song

by Richard Bernstein, Richard Bernstein Advisors 25 years ago I wrote a book called “Navigate the Noise” that…

Market Overview: Equity Divergences, Volatility, and Fixed Income Signals

by SIACharts.com U.S. indices show a notable contrast between recent short-term strength and weaker year-to-date (YTD) performance. The…

Just Say No to Drugs

by William Smead, CIO, Smead Capital Management Dear fellow investors, In the aftermath of the influx of illegal…

India's AI Gambit: The Tech-tonic Shift That Could Reshape Asia's Digital Order

Can the World's Third Most Digitalized Nation Leap from DPI Dominance to AI Leadership? India stands at an…

On My Mind: Schrödinger’s economy

Franklin Templeton Fixed Income CIO Sonal Desai shares her thoughts on the May FOMC meeting and press conference. Dr. Desai sees three layers of uncertainty that are keeping the US Federal Reserve extremely cautious and data-dependent: tariff uncertainty, economic uncertainty and broader policy uncertainty. Find out what this means for investors going forward.