Section
Markets
26203 posts
Leverage And Speculation Are At Extremes
by Lance Roberts, RIA Financial markets often move in cycles where enthusiasm drives prices higher, sometimes far beyond…
Will U.S. Tariffs Rain on Canada’s Equity Parade?
by Mike Archibald, Portfolio Manager, AGF Investments Canada's Investment landscape has largely improved this past year and we…
Fundamentals underpinning global tech’s market leadership
by Denny Fish, Portfolio Manager, Research Analyst, Janus Henderson Portfolio Manager Denny Fish believes that a dispersion of…
Magnificent 7 Diversifiers for 2025
by Matt Wagner, CFA, Associate Director, Research, WisdomTree Key Takeaways The dominance of the Magnificent 7 (Mag 7) has…
CIBC vs. TD: The Surprising Bank Stock Battle You Need to See
by SIACharts.com A big question swirling around Bay Street is: "Should one buy TD stock while it’s below…
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoney’s Alternative Exchange1 event in mid-November 2024 (you’ll have to register to watch it, and it’s worth it), three of the industry’s boldest voices—David Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)—stepped onto the stage.
Consumers Say “Long Live the Bull Market”
by Jeffrey Buchbinder, CFA, Chief Equity Strategist, and Research Team, LPL Financial With additional content provided by Brian…
Three-Peat? A Market Recap and Analysis
by Craig Basinger, Purpose Investments, & Team, Purpose Investments Jump To Trump Term 2.0 Equities – Can US…
US, European stocks rise despite looming risks
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US stocks - Investors in US stocks are…
The Greatest Scourge in Factorland: Revaluation Alpha = Fake Alpha (JPM Series)
by Rob Arnott, Research Affiliates Key Points Alpha is not merely a simple risk-adjusted return difference; rather, it…
Cracking the Code: Why China-Focused ETFs Are Leading the Charge in Global Markets
by SIACharts.com In today's Equity Leaders Weekly, a document that often takes a high-level view of the markets,…
Why the Geopolitical Climate Remains a Focus for Investors in 2025
by Greg Valliere, Chief U.S. Policy Strategist, AGF Investments Wars in the Mid-East & Ukraine remain potential hot spots…
Fixed Income Macro Views: The return of (trade) policy uncertainty
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income economists…
Three charts and three questions to guide your client conversations
by Ben Rizzuto, CFP®, CRPS®, Wealth Strategist, Janus Henderson Wealth Strategist Ben Rizzuto highlights three questions from Janus…
A more dynamic playing field for equity investors
by Mark Pinto and Lucas Klein, Janus Henderson In their 2025 outlook, Head of Americas Equities Marc Pinto…
