Section
Outlook
20524 posts
The Risk Of A Recession Isn’t Zero
by Lance Roberts, RIA The risk of a recession in the U.S. is not zero. This is particularly…
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...
When the dust won’t settle
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income economists…
Is the US headed for a drop in GDP growth?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Gross domestic product (GDP) - A key economic…
Reprieve Sans Relief - The Tariff-Stock Market
by Hubert Marleau, Market Economist, Palos Management March 7, 2025 The Tariff-Stock Market I ended last week’s Commentary…
Beating the Market Crash? This Insurance Stock Just Hit a Perfect Score
by SIACharts.com Building on the work we did over the last several days where SIA highlighted the benefit…
Deep spending on AI boosts the old, value economy
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series Artificial intelligence has largely been a growth story,…
Rising Toxicity and the Threat to Capitalism and Life Itself
by Jeremy Grantham, GMO LLC This article represents the personal views of Jeremy Grantham and may not necessarily…
Power Play: How to Invest Smarter in the Race for Electrification
by David Wheeler, CFA, Erin Bigley, CFA, Ian McNaugher, CFA, Jayme Lisiewski, AllianceBernstein Though the new US policy…
Treasury Bonds: Why Are Yields Dropping?
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd. Treasury yields have been falling for…
Howard Marks: "Gimme Credit"
by Howard Marks, Vice-Chairman, Oaktree Capital The questions I get from clients enable me to understand in real…
Private Markets: Opportunities and Risks in a Transitional Financial Landscape
Listen on The Move Private markets are undergoing a seismic shift, with assets poised to surge from…
Tariff tantrum: Are portfolio changes needed?
by BeiChen Lin, Russell Investments Key takeaways: Canada and Mexico are striking a careful balance in retaliating against…
Rates still a risk for stocks
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses the risk of higher…
Bearish Sentiment Surges As If The Market Just Crashed
by Lance Roberts, RIA Investor’s bearish sentiment has surged to levels that generally align with previous market corrections…
Jurrien Timmer: Chaos & Order (Week of 03/03/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Things seem kind of chaotic…
