Section
North America
28 posts
The great inversion: Investment opportunities amid a new paradigm
For two decades, the United States consumed and China built. That division of labor has not merely evolved — it has inverted. The investment map drawn for the early 2000s no longer describes the next decade.
Mackenzie's Lesley Marks on What Markets Are Telling You Now
A mid-year reality check on earnings, the Fed, hyperscaler fatigue, and where the real opportunities lie for the…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Investment Insights from WisdomTree's Jeremy Schwartz & Jeff Weniger
Listen on The Move We're excited to share our conversation with two distinguished guests from WisdomTree,…
2021 Global Market Outlook – Q2 update: The second coming
by Andrew Pease, Russell Investments Vaccines and U.S. stimulus have the global economy on track for a strong…
Ryan Lewenza: Technically Speaking (02/17/2016)
Ryan Lewenza: Technically Speaking (02/17/2016) by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond James Highlights • In…
Individual S&P 500 Stocks Are Not Rising With the Index
by Andrew Thrasher When I discuss the market’s breadth one of my go-to measures is the Advance-Decline Line.…
Ryan Lewenza: Q1/2015 in Review
Q1/15 Market Recap by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond James • The North American economy…
Are Equities Overvalued?
Are Equities Overvalued? by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond James • This month marks the…
Ryan Lewenza: The 5% Portfolio
The 5% Portfolio by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond James • A common request we…
The Case for Dividends
by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond James The Case for Dividends • Bond yields have…
Veronika Hirsch: Investment Commentary (October 2014)
O C T O B E R 2 0 1 4 EXEMPLAR CANADIAN FOCUS PORTFOLIO Experience. Intelligent Investing.…
Ryan Lewenza: US Elections Impact on Equity Markets
US Elections Impact on Equity Markets by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond James • The…
Ryan Lewenza: The End of QE. Now What?
The End of QE. Now What? by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond James § Well,…
Ryan Lewenza: Earnings to the Rescue
Earnings to the Rescue October 24, 2014 by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond James •…
Ryan Lewenza: The Power of Earnings
The Power of Earnings by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond James Canada HIGHLIGHTS • Over…