Section
Markets
26253 posts
The shifting landscape of commercial real estate
by Research Team, Raymond James As the office buildings market faces headwinds, investors look to alternative sectors. Despite…
Sonders: 2025 U.S. Stocks and Economy Outlook
The U.S. economy and stock market are entering 2025 from a position of strength, but risks of volatility—especially pertaining to policy—are much higher compared to last year.
Déjà Vu All Over Again
by William Smead, CIO, Smead Capital Management Dear fellow investors, Yogi Berra was a beloved, successful baseball athlete,…
Thoughts From the Bond Vigilantes
Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.
CNM’s Resurgence: Inside the Rally That’s Crushing S&P Midcap 400 Returns
by SIACharts.com Shares of CNM began the year as a market favorite and held a high position on…
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…
