Section
Opportunities
165 posts
The AI Builders Have Had Their Day. Now Watch the Adopters.
The first chapter of the AI investment story was easy to write. Buy the builders: the chip makers,…
The Second Space Age: Capital, Competition, and the Orbital Frontier
The Goldman Sachs Global Institute has published what amounts to a landmark orientation document for anyone thinking seriously…
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.
Why Most Portfolio Manager Mistakes Seem Smart at the Time
by Carter France, Senior Investment Analyst, LPL Research Most portfolio manager mistakes don’t feel reckless when they’re initially…
AI, Defense, and a New Private Markets Playbook with Ash Lawrence
Listen on The Move Private markets are quietly being rewritten in real time—and in this conversation, Ash…
From US Exceptionalism to Canadian Realism—Fidelity's Global Recalibration | Ilan Kolet
Listen on The Move “Things are priced for perfection—but the world isn’t perfect.” — Ilan Kolet What…
Stagflation, Tariffs, and Tumbling Stocks: The Start of the Next Recession—or Best Buying Opportunity Since 2009?
by Hubert Marleau, Market Economist, Palos Management April 5, 2025 Last week, I wrote: “The bottom line is…
Elections in Europe could mean investment opportunity
Elections in Europe could mean investment opportunity by Matt Dennis, Senior Portfolio Manager, Invesco Ltd. Invesco Canada A brimming…
Investing opportunities to consider before the second half
Investing opportunities to consider before the second half BlackRock Global Chief Investment Strategist Richard Turnill shares a few…
Guy Haselmann: China is Unfolding as the Most Important Story of 2015
by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM I believe the plunging of the commodity complex is…
China’s Millennials: Have Money, Will Travel
by Sammy Suzuki, AllianceBernstein China’s millennials are better educated and more affluent than their elders. They also have…
Why Does Everyone Keep Asking Us About Great Value Buys in Europe?
by Gavekal Capital Blog While attending a conference last week and hearing questions and comments such as, "Europe's…
James Montier: "Stocks are Hideously Expensive" in "The First Central Bank Sponsored Bubble"
via Mark Dittli at Finanz und Wirtschaft, James Montier, the outspoken value investor and member of the asset…
Buying Opportunity for Energy?
by Carl Swenlin, StockCharts.com The energy sector has gotten pretty beaten up, and we were wondering if a…
When Oil Prices Dip, Unexpected Winners Emerge
A stronger dollar is one of the reasons that oil prices are low, which serves many energy-importing economies…
How to Navigate through Bear Markets and Ignore Corrections
by Paul Kornfeld, SIACharts.com Click here to watch a video of this article How to Navigate through Bear…