Section
Outlook
20135 posts
Certainties for an uncertain world
by Richard Bernstein, Richard Bernstein Advisors There is one word to use as investors enter 2025: uncertainty. Of…
On My Mind: 2025—Looking good, feeling good?
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Even with the uncertainty surrounding the new…
Pets, Pop and Sin Stocks: Not Every Fad Is a Thematic Portfolio
by Daniel C. Roarty, CFA, Chief Investment Officer—Sustainable Thematic Equities, Lei Qiu, Chief Investment Officer —Thematic Innovation Equities,…
Recalibration Is Complete Now that the Policy Rate is Neutral
by Hubert Marleau, Market Economist, Palos Management December 22, 2024 The Federal Reserve cut its policy rate by…
Cenovus Energy Slipping: Is the $27 Billion Giant at a Critical Crossroads?
by SIACharts.com With a market capitalization of $27 billion, Cenovus Energy, a leading Canadian integrated oil and natural…
Economic resilience supports cyclical rally
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses why cyclical leadership in…
How Will Emerging Markets Stocks Fare if Global Trade is Disrupted?
by Regina Chi, CFA® VP & Portfolio Manager, AGF Investments Inc. A focus on regions with strong economic…
Bond outlook: Income opportunities widen
by Vincent Gonzales, David Daigle, Jerry Solomon, Fixed Income Portfolio Managers, Capital Group KEY TAKEAWAYS A resilient U.S.…
Stock market outlook: AI leads a broadening market
by Julian Abdey, Mark Casey, Cheryl Frank, Equity Portfolio Managers, Capital Group KEY TAKEAWAYS Solid U.S. economic growth…
Are the political winds shifting in favour of bond investors?
by Jenna Barnard, Co-Head of Global Bonds, Portfolio Manager, Janus Henderson Jenna Barnard, Co-Head of Global Bonds, believes…
Breaking Through the Noise: Key Market Trends to Watch as 2024 Wraps Up
by SIACharts.com As advisors count down the final trading days until the new year, SIA is busy taking…
Equity Market Neutral in 2024
by Jina Yoon, Chief Alternative Investment Strategist, LPL Financial With additional content provided by Michael McClain, AVP, Research.…
Top Five Surprises for 2025
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Thematics in Flux
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: In 2024, thematic investing saw extreme performance disparities.…
Fed’s Slow Dance: Inflation, Resilience, and the Long Road Ahead
"The Federal Reserve’s policies are like a game of Jenga—move too quickly, and the whole structure wobbles." The…
