Section
Outlook
20637 posts
Why Does Volatility Often Lead to Strong Emerging Equity Returns?
by Sammy Suzuki, CFA, Head—Emerging Markets Equities, AllianceBernstein Emerging-market (EM) stocks might not seem an obvious choice for…
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...
Jurrien Timmer: TAMA (Week of 5/19/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company As much as I think…
Will the Consumer Wobble?
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments The April correction was caused by policy –…
Is It a New Bull Market?
by Chris Fasciano, Chief Market Strategist, Commonwealth Financial Network I am a firm believer that the market doesn’t…
Does Anyone Care that Keynesianism Doesn’t Work?
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Downgrades, Debt, and Durable Optimism
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Recalibrating Risk: Why Markets Are Rethinking the Recession Narrative
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: “Contrary to Goldman Sachs, which gave a…
Resistance Ahead: Can Semis Break Through the Ceiling?
by SIACharts.com The SIA Electronics and Semiconductors EWI (EWI559) has been the top relative performer within the SIA…
Goods Trade: Delayed Aggravation
by Ryan Boyle, Senior Economist, Northern Trust Expect to see supply gaps in the months ahead. Traveling last…
Investing alongside change
by Rick Rieder, Global CIO of Fixed Income, BlackRock April's Incredible and Historic Moves: Risk-assets struggled amidst extremely…
Central banks are treading carefully
by Invesco Global Market Strategy Office Key takeaways US-China tariffs - Markets are taking a significant de-escalation of…
Bond Voyage! Rethinking Traditional Diversifiers in the Modern ETF Era
In the most recent episode of "Raise Your Average,”1 co-hosts Pierre Daillie and Mike Philbrick welcome back Tony…
Markets Continue to “Grind” its way Higher Amid Tariff War De-Escalation
by SIACharts.com It has been quite a week in the markets so far. With growing signs of trade…
Bond Voyage! Saying Goodbye to Traditional Diversifiers
When your “diversifiers” stop diversifying, what do you do? ETF analyst Tony Dong has a few ideas—some that…
4 scenarios for uncertain markets
by Tom Cooney, Jared Franz, Jayme Colosimo, & Jody Jonnson, Capital Group There are no facts about the future…
