Section
Outlook
20617 posts
On My Mind: T-Day
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO Sonal Desai…
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...
The Pivot Is Coming
by Greg Taylor, CFA, CIO, Purpose Investments So, when do we get the good stuff? Back in November,…
Tariff Turbulence: Why Volatility is a Catalyst, Not a Crisis
Based on a conversation1 between David Richardson, Head, Enterprise Strategy, RBC Global Asset Management, and Stuart Kedwell, CFA,…
Risk vs. Refuge: Why Gold’s Climbing While Bitcoin’s Tripping
by SIACharts.com In the ever-evolving world of investment, gold and Bitcoin represent two distinct yet influential assets, often…
Quick Thoughts: The end of the free trade era
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Why the new Trump tariffs…
Hard or Soft Data?
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments Most perceptions regarding investing are created by…
Jurrien Timmer: A Study in Contrasts (Week of 3/31/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company This information is provided for…
A Deep Dive on AI: AGF Leaders Weigh In on Market Disruptions and Opportunities
Navigating AI’s Impact on Markets “We’re still in the early innings.” That’s the assessment from AGF Portfolio Manager…
From $83 to $154: The Gold Miner That Won’t Quit
by SIACharts.com The last time we highlighted Agnico Eagle Mines Ltd (AEM.TO) in our Daily Stock Report was…
The Price You Pay: Valuation Evaluation
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Amid a market…
Staying focused through tariff uncertainty and market jitters
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US stocks - Uncertainty contributed to a significant…
Capitalism’s Chemical Crisis Creeps Closer, Quietly
Why Jeremy Grantham Thinks We’re Poisoning Ourselves Out of Capitalism – and What Investors Must Do Next By…
The Ergodic Gambler: Why Your Portfolio is Not What You Think It Is
"[Ray] Dalio tends to say you can have 16 uncorrelated return streams. That’s just categorically untrue." Mutiny Fund's…
Inflation, the Fed, and the Markets
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Growth Stocks Lead Selloff Amid Trade Fears
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
