Section
Outlook
21055 posts
Relative-Value Macro: Finding Friends Outside the Trend
by Vikas Kapoor, Head—AB Hedge Fund Solutions, Sharat Kotikalpudi, Director of Quantitative Research—Multi-Asset Solutions, AllianceBernstein Trend-following may struggle…
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...
Friday’s Employment Bombshell
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
The Great Rebalance
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Perhaps one of the biggest challenges for investors…
MPWR Stock Powers Up: Can It Crack $950 Again?
by SIACharts.com In today’s edition of the Daily Stock Report, we are going to highlight Monolithic Power Systems…
Canada at a Tipping Point: Inflation, Rates, and Trade—What Comes Next?
The Economy Feels… Off “The economy is struggling or stagnating,” says Royce Mendes, Head of Macro Strategy at…
Wesbury: Everything is Political…Be Careful
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Canada’s Calm in the Trade Storm: RBC Sees Steady Ground Amid Rising U.S. Tariffs
If you're feeling whiplash from all the headlines about the U.S. slapping tariffs on imports again, you're not…
Climbing the Market’s High-Wire Act
Or, how investors became thrill-seekers in a world of wobbly fundamentals
Cadence Cracks $360 – Is $457 Next?
by SIACharts.com SIA Charts’ relative strength rankings help investors identify opportunities in stocks which are outperforming their peers…
Trump Wins Big One-Sided Trade Deals, But Inflation Is the Fly in the Ointment
by Hubert Marleau, Market Economist, Palos Management August 1, 2025 The U.S. has been transformed into a high-tariff…
Cole Smead: Googling Earnings Quality
by Cole Smead, CEO, Portfolio Manager, Smead Capital Management Dear fellow investors, A wise man once said that…
Speculators should be wary. Investors should be licking their chops.
by Richard Bernstein, Richard Bernstein Advisors There have been two times in my career when speculation ran rampant,…
Where to invest on the yield curve
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
BMO’s Q3 2025 Playbook: Lean Into the Rally, But Keep One Eye on the Risks
If BMO Global Asset Management has one mantra heading into the back half of the year, it’s simple:…
Turbulence in Global Markets Amid Trade Policy Shifts
by SIACharts.com Global equity markets are contending with growing uncertainty, driven by a volatile mix of shifting investor…
