Section
Stocks
3818 posts
In an Unsettled World, Value Investing Can Add a Layer of Defense
by Avi Lavi, Chief Investment Officer—Global and International Value Equities, AllianceBernstein Why have value stocks been more durable than…
Buyable pullbacks. Be prepared.
by Chris Galipeau, Senior Market Strategist, Franklin Templeton Institute Macro Our forecast for real gross domestic product (GDP) growth…
Market Ethos: IPOs, Oil and Gold
by Craig Basinger & Derek Benedet, Purpose Investments Conversations with investors during client events and advisors from one…
Rolls-Royce ADR Gains Momentum as Bullish Triangle Points to Potential Breakout
by SIACharts.com Rolls-Royce Holdings PLC ADR (RYCEY) carries a SMAX score of 9 out of 10, reflecting broadly…
Rethinking Diversification in an AI-Driven World
The case for global diversification has long rested on a simple premise: different markets move to different drummers.…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Justin Huhn: Uranium is The Missing Layer Beneath the AI Trade
Listen on The Move Most portfolios already own the AI trade — but almost none own the…
Value's Moment: Canada, Tariffs, and the Case for Stock Picking
Richard Wong of Mackenzie's Cundill boutique on why valuation is back, where to find opportunity in Canada, and how to think about AI without the hype.
The Whirlwind Is Upon Us: AI Mania Has Opened the Chamber of Dispersion
Owen Lamont of Acadian Asset Management sounds the alarm on historic market volatility — and what it means for active managers.
Global Equity Mid-Year Outlook 2026
Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.
IPOs, Rate Uncertainty, and the Economy's Mixed Signals
The hype is real. The numbers are staggering. But according to Schwab's Liz Ann Sonders and fixed income…
The Rally Nobody Trusts—and Why It Keeps Going Anyway
Scott Rubner of Citadel Securities spent seven weeks in front of institutional investors across three continents. What he heard wasn't confusion. It was nervous consensus.
The Narrative Market: Why Stories Are Moving Stocks More Than Fundamentals
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments Many things move the share price…
Why US and international dividend strategies are working again
As markets broaden beyond mega-cap technology stocks, dividend-oriented strategies are attracting renewed attention. Learn more from Dina Ting.
CAGE Is Open: Previously Out-of-Reach, This Factor-Aware Investing Model is Finally Available in Canada
by Editorial Team, AdvisorAnalyst For years, Canadian investors have been stuck with a binary choice: pay over 1%…
Beyond the Headlines: The Forces Shaping Markets in 2026
by SIACharts.com The first half of 2026 was shaped by a handful of powerful themes that influenced markets…