Section
Outlook
20613 posts
Time to Cut Rates
by Brian S. Wesbury â Chief Economist & Robert Stein, CFA â Deputy Chief Economist, First Trust Portfolios…
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...
CVS Breaks Out as Health Care Heats Up
by SIACharts.com The SIA U.S. Health Care Providers ETF has shown strong resilience during the recent stock market…
First Principles in the Face of Uncertainty
by Jeff Blazek, CFA, Co-CIO, Multi-Asset Strategies, and Erik L. Knutzen, CFA, CAIA, Co-CIO, Multi-Asset Strategies, Neuberger Berman…
Tariffs: In An Ownership Society
by William Smead, CIO, Smead Capital Management Dear fellow investors, Over the last 15 years, the United States…
Howard Marks: Nobody Knows (Yet Again)
by Howard Marks, Vice-Chairman, Oaktree Capital On Monday, September 15, 2008, shortly after the close of the New…
Sonders: Upside Down(side): Markets' Wild Rides
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Markets have had…
Lundin Gold Breaks OutâHereâs 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…
A Week Of Whiplash
by Carl Tannenbaum, Chief Economist, Northern Trust The reciprocal reprieve does not alter the tectonic shift in the…
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: âA reader reminded me…
The Marketâs Settling DownâBut This Sector Is Just Getting Started
by SIACharts.com With the US stock market finally appearing to calm down from its violent gyrationsâwhere 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, HeadâEquities, 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 Weâre adjusting our stance in response to rising risk while…
India Breaks Away From the Pack: The Only Major Market Rising While Global Equities Sink
by SIACharts.com In the latest monthly performance of global ETFs, India clearly stood out as the top performer,…
