Section
Outlook
20154 posts
Would your practice be worthy of a 3-star Michelin rating?
by Bryan Powell, PCC, CPBA, CPMA, Senior Director, Practice Management, Janus Henderson Only a small number of dining…
What’s in Store for Central Bank Policy?
by David Stonehouse, SVP & Head of North American and Specialty Investments, AGF Investments Inc. As many as…
The Kalecki Profit Equation And The Coming Reversion
by Lance Roberts, RIA Corporations are currently producing the highest level of profitability, as a percentage of GDP,…
Shopify’s Stunning Comeback: Can This Canadian Star Break Through $170 Resistance?
by SIACharts.com Shopify Inc. (SHOP.TO), once a standout stock in the Canadian market, has rejoined the ranks of…
The State of the U.S. Economy
by Hubert Marleau, Market Economist, Palos Management December 15, 2024 Many investors are bearish because contrarian indicators show…
Alternative Allocations: A CIO’s perspective on allocating to alts
by Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton Institute In the latest Alternative Allocations podcast, the benefits…
The Future of the Inflation Reduction Act – Rhetoric vs. Reality
by Lucas White, Portfolio Manager, Focused Equity, GMO LLC Introduction Republicans have lashed out at the Inflation Reduction…
Could European Equities Catch Up in 2025?
by Richard McGrath, Portfolio Advisor, AGF Investments Could European Equities Catch Up in 2025? Improving fundamentals and attractive…
Yields and Credit Quality Make High Yield Bonds Attractive for 2025
We expect high yield bond issuers to maintain healthy balance sheets and defaults to remain low. by Eric…
From Boom to Gloom: Why Aerospace Stocks Are Losing Altitude
by SIACharts.com One sector that performed exceptionally in 2024 was the SIA Aerospace and Defence sector, driven by…
High-Level Thoughts on Stock and Bond Markets in 2025
by Jeffrey Buchbinder, Chief Equity Strategist & Team, LPL Financial LPL Research’s Outlook 2025: Pragmatic Optimism will be…
The four Trump policies most likely to impact economic growth
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Potential growth opportunities - Deregulation and tax cuts…
2025 Annual Global Market Outlook: The Mechazilla Moment
by Andrew Pease, Russell Investments Executive summary: We expect that the U.S. will achieve a soft-landing in 2025,…
U.S. Equities: A Mixed Bag of Opportunity and Risk
2025 returns look positive, but may be subject to potentially significant shifts in the macro backdrop.
Dovish Drift: The BoC’s Cuts by 50 bps, Signals a More Cautious Path Ahead
"With interest rates no longer 'clearly in restrictive territory,' the central bank will take 'a more gradual approach'…
