Section
Outlook
20519 posts
Trade turmoil and the case for tactical country opportunities
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton ETFs If US President Trumpâs âLiberation…
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...
Bubble DĂŠjĂ Vu: Arnott Warns AI May Be 2025âs Dot-Com Sequel
"The future belongs to artificial intelligence (AI) and the companies leading the AI revolution." Thatâs the story todayâs…
As the Magnificent 7 Crumble, Tesla Quietly Takes the LeadâAgain
by SIACharts.com On a day when the markets are down another 5 1/2%, we wanted to highlight a…
Canada's Tariff Tangle: What Investors Need to Know Now
In a world increasingly defined by surprise policy shifts and geopolitical gambits, tariffs have once again become front-page…
Shock, Slack, and Strategy: Why Canadian Markets Just Hit a Turning Point
It is the kind of conversation that starts with a whisper and ends in a thunderclap. In the…
Jurrien Timmer: Interim Update (4/3/2025)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company I donât think I have…
On My Mind: T-Day
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO Sonal Desai…
The Pivot Is Coming
by Greg Taylor, CFA, CIO, Purpose Investments So, when do we get the good stuff? Back in November,…
Tariff Turbulence: Why Volatility is a Catalyst, Not a Crisis
Based on a conversation1 between David Richardson, Head, Enterprise Strategy, RBC Global Asset Management, and Stuart Kedwell, CFA,…
Risk vs. Refuge: Why Goldâs Climbing While Bitcoinâs Tripping
by SIACharts.com In the ever-evolving world of investment, gold and Bitcoin represent two distinct yet influential assets, often…
Quick Thoughts: The end of the free trade era
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Why the new Trump tariffs…
Hard or Soft Data?
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments Most perceptions regarding investing are created by…
Jurrien Timmer: A Study in Contrasts (Week of 3/31/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company This information is provided for…
A Deep Dive on AI: AGF Leaders Weigh In on Market Disruptions and Opportunities
âNavigating AIâs Impact on Markets âWeâre still in the early innings.â Thatâs the assessment from AGF Portfolio Manager…
From $83 to $154: The Gold Miner That Wonât Quit
by SIACharts.com The last time we highlighted Agnico Eagle Mines Ltd (AEM.TO) in our Daily Stock Report was…
