Section
Outlook
20519 posts
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...
Lundin Gold Breaks Out—Here’s What the Charts Say Next
by SIACharts.com Today, we are going to highlight Lundin Gold Inc (LUG.TO) in our Daily Stock Report. This…
Neuberger Berman: Q2 2025 Equity Market Outlook
by Neuberger Berman While surging tariffs and a hard sell-off have sown uncertainty, we expect negotiations to bring…
Thank You Jamie Dimon & Bill Ackman for the Volte-Face
by Hubert Marleau, Market Economist, Palos Management April 5, 2025. Last week, I wrote: “A reader reminded me…
The Market’s Settling Down—But This Sector Is Just Getting Started
by SIACharts.com With the US stock market finally appearing to calm down from its violent gyrations—where the bullish…
Will high tariffs push the US into recession?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Base case - There could be a stalemate…
Equity Outlook: Finding Silver Linings in Very Cloudy Markets
by Nelson Yu, Head–Equities, AllianceBernstein As volatility rises, staying invested is a strategic priority for capturing long-term return…
Recalibrating for Higher Risk Without Overcorrecting
by Anwiti Bahuguna, Ph.D., Portfolio Manager, Northern Trust We’re adjusting our stance in response to rising risk while…
What an ancient philosopher can teach us about coping with market volatility
by Ben Rizzuto, Wealth Strategist, Janus Henderson Wealth Strategist Ben Rizzuto shares timeless teachings from Greek Stoic philosopher…
Relative Winners in a Trade War
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Making sense of Treasury jitters
by Stephen Dover, CFA, Head of Franklin Templeton Institute, Larry Hatheway, Global Investment Strategist, Rick Polsinello, Senior Market Strategist Following…
The Private Credit Power Play: Why Antrim’s Balanced Mortgage Fund is a Bet on Stability
When central banks flood the system with liquidity, asset prices go to the moon, and risk management becomes…