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Markets
26779 posts
Jurrien Timmer: Interim Update (4/3/2025)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company I donāt think I have…
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...
On My Mind: T-Day
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO Sonal Desai…
The Pivot Is Coming
by Greg Taylor, CFA, CIO, Purpose Investments So, when do we get the good stuff? Back in November,…
Tariff Turbulence: Why Volatility is a Catalyst, Not a Crisis
Based on a conversation1 between David Richardson, Head, Enterprise Strategy, RBC Global Asset Management, and Stuart Kedwell, CFA,…
Merger Arbitrage Advantage: Delivering Durable, Uncorrelated Return Streams
Introduction: Understanding the Opportunity in Merger Arbitrage Merger arbitrageāa subset of event-driven investingārepresents a distinctive opportunity for portfolio…
Risk vs. Refuge: Why Goldās Climbing While Bitcoinās Tripping
by SIACharts.com In the ever-evolving world of investment, gold and Bitcoin represent two distinct yet influential assets, often…
Quick Thoughts: The end of the free trade era
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Why the new Trump tariffs…
Hard or Soft Data?
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments Most perceptions regarding investing are created by…
Jurrien Timmer: A Study in Contrasts (Week of 3/31/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company This information is provided for…
A Deep Dive on AI: AGF Leaders Weigh In on Market Disruptions and Opportunities
āNavigating AIās Impact on Markets āWeāre still in the early innings.ā Thatās the assessment from AGF Portfolio Manager…
From $83 to $154: The Gold Miner That Wonāt Quit
by SIACharts.com The last time we highlighted Agnico Eagle Mines Ltd (AEM.TO) in our Daily Stock Report was…
The Price You Pay: Valuation Evaluation
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Amid a market…
Staying focused through tariff uncertainty and market jitters
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US stocks - Uncertainty contributed to a significant…
Capitalismās Chemical Crisis Creeps Closer, Quietly
Why Jeremy Grantham Thinks Weāre Poisoning Ourselves Out of Capitalism ā and What Investors Must Do Next By…
One Sector Stands AloneāAnd It Might Be Your Best Bet for Whatās Next
by SIACharts.com Building on our prior teaching on the SIA Sector Scopes, today we have taken a snapshot…
