Section
Sentiment
211 posts
Baked In: The Midterm Map, the Tariff Clock and the Canadian Exposure
On the Open Outcry Podcast,¹ BMO Global Asset Management's Bipan Rai sits down with TD Cowen's Chris Krueger…
Stock Market’s Wall of Worry Gets Taller
LPL Research explores how geopolitical tensions, higher interest rates, and AI investment are adding to the stock market’s wall of worry.
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
Investor Optimism Wins As An Investment Strategy
by Lance Roberts, RIA The headlines have never sounded scarier, and the market keeps setting records, which is…
Where You Live Shapes What You Expect: Local Stock Returns and the Geography of Market Beliefs
by AdvisorAnalyst.com Editorial, September 14, 2026 Investor beliefs about the stock market are not formed in a vacuum.…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Ron Landry: Where is all the ETF money going?
CIBC Mellon's Ron Landry sees every dollar entering the Canadian ETF market. What he sees right now should reframe how advisors think about product selection, client education, and the regulatory cost burden quietly accumulating on their clients' statements.
The broadening will continue until morale improves
by Chris Gallipeau, Senior Market Strategist, Franklin Templeton Institute Macro The US economy remains resilient. The Atlanta Federal…
Denise Chisholm: CEO Confidence Jumps
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Last month, we learned that CEO confidence jumped…
Retail Investor Buys The Dip Despite Bearish Sentiment
by Lance Roberts, RIA It has been an interesting correction. The average retail investor was “buying the dip”…
Sell in May and Go Away?
by George Smith, Portfolio Strategist, LPL Research April 30, 2024 "Sell in May and go away" is an…
JPM Marko Kolanovic: Cut stocks, Add to cash and gold
by Marko Kolanovic, Chief Global Investment Strategist, J.P. Morgan Copyright © J.P. Morgan
BofA Global Fund Manager Survey: Wall Street's Best Friend
by Michael Hartnett, Chief Investment Strategist, BofA Securities Copyright ©
COT Extreme Positioning Suggests The Bears May Be Wrong
by Lance Roberts, RIA The COT (Commitment Of Traders) data, which is exceptionally important, is the sole source of the actual…
JPM's Kolanovic: Equity mutliple compression already exceeds an average recession
by Marko Kolanovic, Chief Global Market Strategist, J.P. Morgan Copyright © J.P. Morgan
SURVEY: Investors and Advisors at Odds in 2021 Financial Markets Outlook
by Jonathan McGuire, Horizons ETFs With 2020 over, investors and advisors have reversed their outlooks heading into the…
Revolutionary Future Ahead
by John Mauldin, Thoughts from the Frontline Back in 1936, in Esquire magazine of all places, F. Scott…