Section
Outlook
20675 posts
Managing Trump Uncertainty: Defensive Fixed Income in a Reshaped World Order
In a world shaken by policy whiplash, trade upheaval, and renewed inflation fears, the team at Ninepoint Partners…
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...
Oil - The Tax Cut No One's Talking About
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Oil prices have plummeted – down about 30%…
Market Ethos: Debt Sustainability
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments In late 2009, Greece came to market to…
The Last AAA Falls: Raymond James on the US Credit Downgrade
When Moody’s finally joined S&P and Fitch in downgrading the United States’ sovereign credit rating, it wasn’t a…
Canada’s Economic Balancing Act: Domestic Resilience vs. Trade Headwinds
As global trade uncertainty rattles confidence and investment, Canada’s economy enters the second half of 2025 with a…
Costco Blows Past $1,000: A 77% Surge Since the Signal
by SIACharts.com The last time we highlighted Costco Wholesale Corp. (COST) in our Daily Stock Report was last…
High-Yield Bonds: Why Shorter May Be Smarter
by Will Smith, CFA, & AJ Rivers, CFA, AllianceBernstein Looking to reduce volatility without sacrificing income potential? Consider short-maturity…
China’s Growing Reach In Shipping
by Vaibhav Tandon, Senior Economist, Northern Trust The U.S. is watching Beijing’s growing maritime power. An "end-to-end" approach…
Moody’s Debt Downgrade – Does It Matter?
by Lance Roberts, RIA This morning (May 19, 2025), markets are reacting to Moody’s rating downgrade of U.S.…
Selling America
by Hubert Marleau, Market Economist, Palos Management May 23, 2025 Last week, I wrote: “The bulls definitely had…
Is Intuit Brewing a Breakout? The Chart Pattern Wall Street Is Watching
by SIACharts.com Intuit Inc. (INTU) currently ranks at position #41 within the SIA S&P 100 Index, placing it…
Above the Noise: Making sense of markets, Treasuries, and tariffs
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Markets and tariffs - Markets may only need incremental progress,…
With or Without Exception?
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. Global financial markets have rebounded…
Global equities: The case for Europe
by Stephen Dover, CFA, Head of Franklin Templeton Institute A funny thing has happened thus far in 2025.…
Diversification vs. the Siren's Song
by Richard Bernstein, Richard Bernstein Advisors 25 years ago I wrote a book called “Navigate the Noise” that…
