Section
Outlook
20599 posts
Energy Prices Are Not Well Grounded
by Ryan Boyle, Senior Economist, Northern Trust Electricity prices in the U.S. may heat up this summer. Many…
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...
Three Ways to Avoid the Eye of the Equity Market Storm
by Kurt Feuerman, Chief Investment Officer—Select US Equity Portfolios, AllianceBernstein With flexibility, humility and disciplined processes, equity investors…
And now comes the hard part
by Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Trump’s first 100 days…
The Great Divergence: Why Industrials Are Winning While Hardware Crashes
by SIACharts.com As we move deeper into the year, sector performance continues to reflect a market marked by…
Dominoes: Recessions' History Guide
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Recession risk remains…
Rare Earth Restrictions
by Vaibhav Tandon, Senior Economist, Northern Trust China has a leverage over the United States in the market…
Correction Continues – The Value Of Risk Management
by Lance Roberts, RIA Despite the recent rally, the correction continues. While wanting to “buy the dip” is…
Caution Over Exuberance: Navigating Q2 with BMO’s Guided Portfolio Strategy
“Hope for the best, but prepare for the worst.” That’s the mantra underpinning BMO Global Asset Management’s Q2…
When ‘Value’ Turns to Trap: FedEx’s 20% Slide Proves the Point
by SIACharts.com The last time we highlighted FedEx Corp. (FDX) in our Daily Stock Report was on October…
Weathering Headwinds: Canada’s Economy Slows Ahead of Tariff Turbulence
Canada’s economy showed signs of fragility in early 2025, delivering a mixed signal on resilience amid rising trade…
Tariffs, Inflation, and a Tepid Start: U.S. Economy Slows Into Q1
The first quarter of 2025 delivered a sobering reality check for the U.S. economy, one that appears increasingly…
When certainty is scarce...
by Michael Contopoulos, Deputy CIO, Richard Bernstein Advisors Fixed income investors value certainty above all else. Certainty brings confidence…
April Showers, May Flowers: Is the Proverb Correct?
by Jeffrey Buchbinder, Chief Equity Strategist & Team, LPL Financial Additional content provided by Brian Booe, Associate Analyst,…
The Anatomy of a Correction
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments "What happens in the stock market today…
Jurrien Timmer: Price Discovery Never Sleeps (4/28/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company The Strike Price has Been…
