Section
Outlook
20560 posts
Fed Most Likely to Announce QE2 on November 3
by Asha Bangalore, Northern Trust The Fed is most likely to announce the second phase of quantitative easing…
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...
Win, Lose or Draw: Do We Have a Win-Win Scenario? (Sonders)
This article is a guest contribution by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab…
Bob Doll: "Corporate Earnings Outlook Remains Strong"
Equities took a break from their four-week run and consolidated gains last week, posting very slight losses. The…
Bubble: Are We There Yet?
With new records being set every day, there seems to be as many non-believers in gold as there are believers. We tend to see the gold market in a different way as current and future believers in gold.
One firm that has a feeling the end of gold’s...
China: A World-Class Act (Mobius)
This article is a guest contribution by Mark Mobius, Vice-chairman, Franklin Templeton Investments. I attended a Franklin Templeton…
Kim Shannon - Outlook for Canadian Banks
[hana-flv-player video="http://clientinsights.ca/files/Video/10120.72e5e173ad44fa65a2c1711f892b169f.flv" width="500" height="400" description="Kim Shannon - Outlook for Canadian Banks" player="2" autoload="true" autoplay="true" loop="false" autorewind="true" /] Kim…
Hemlines and Investment Styles (Howard Marks - September 2010)
This article is a guest contribution by Howard Marks, Chairman, Oaktree Capital. Memo to: Oaktree Clients From: Howard…
Return of Quantitative Easing Good for Gold
By Frank Holmes, CEO and Chief Investment Officer, US Global Investors The Federal Reserve said two words in…
Inflation when the economy is in the dumps
This article is a guest contribution by Andre Meier, Economist in the European Department of the International Monetary…
The Fed's Opponent: Deflation (Michelle Gibley)
by Michelle Gibley CFA, Senior Market Analyst, Schwab Center for Financial Research September 22, 2010 Key points Due to…
The Chances of a Double Dip
This article is a guest contribution from John Mauldin's, Thoughts from the Frontline. The Chances of a Double…
U.S. Government Debt: The Upward Spiral Continues (Boeckh)
This article is a guest contribution by Boeckh Investment Letter. The great reflation—a combination of various stimulus packages,…
Sequential Signals (Hussman)
Under uncertainty, less binding decisions are taken first. This article is a guest contribution by John Hussman, Hussman…
The Outlook for Interest Rates (Locke)
Steve Locke, PM, MacKenzie Sentinel Bond Fund discusses his outlook for interest rates. [hana-flv-player video="http://clientinsights.ca/files/Video/9702.46c72ac73a8aa6e7f489d9fff4a4cc94.flv" width="500" height="400" description="Steve…
U.S. Equity Market Diary (September 20, 2010)
U.S. Equity Market Diary (September 20, 2010) The figure below shows the performance of each sector in the…
