Section
Opportunities
160 posts
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…
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...
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…
Equity Opportunities after Last Week’s Losses
Last week was another difficult one for equity markets. Russ provides the key facts about the global economy…
One Reason Rates are Likely to Remain Low for Long
While Rick Rieder believes that the Federal Reserve (Fed) is likely to begin raising rates sooner than the…
Contrarian View: Eurozone's Economy is Turning the Corner
by Sober Look The take-up of the ECB's TLTRO program announced back in June was materially lower than…
Veronika Hirsch: Great Canadian Companies in a Very Slow Growth World
In our latest instalment of AdvisorAnalyst.com Insighters, we spoke with Veronika Hirsch, Senior Portfolio Manager, Arrow Capital about…
Not All Markets Have Recovered From The Financial Crisis
by Ben Carlson, A Wealth of Common Sense Based on the MSCI World Index, the U.S. stock market…
