Section
Stocks
3867 posts
The World Portfolio Has Drifted. Now What?
Goldman Sachs Asks Whether Investors Are Holding a Portfolio, or Inheriting One
When One Company Has Two Prices
SK Hynix's ADR premium is a window into something larger
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.
The Changing Face of Emerging Markets, Technology & Commodities
Technology and commodities are reshaping one of the world's most misunderstood asset classes — and the implications for advisors and investors are significant.
Returns Are a Commodity—Stop Selling the Plumbing
Listen on The Move If you couldn't talk about performance for 10 minutes, what would you tell…
Suncor’s Breakout Continues as Cash Flow and Production Hit Records
by SIACharts.com Suncor Energy continues to demonstrate strong relative strength within the SIA S&P/TSX 60 Index Report, advancing…
Europe Below the Surface: KKR's McVey Finds the Alpha Where the Map Runs Out
The default view on Europe has long been one of resignation. Modest growth. Structural drag. Coalition governments that…
Imperial Oil’s Double Top Signal Points to Renewed Momentum
by SIACharts.com Imperial Oil Ltd. (IMO.TO) remains in the Favored Green Zone of the SIA S&P/TSX 60 Index…
The Crowded Road to Small: Why Public Microcaps Deserve a Second Look
There is a striking paradox sitting in plain sight in the allocation decisions of sophisticated investors. The intellectual…
GSAM: Hedge Funds Were Built for This
Goldman Sachs Asset Management makes the case that the conditions favouring traditional portfolios are gone, and the conditions favouring hedge funds have arrived.
The Graying Dividend: How Demographic Decay Will Reshape Investment Returns
The numbers are not projections. They are already in motion. Goldman Sachs' GS SUSTAIN team, led by Evan…
The New Exceptionalism: AI, Inflation, and the End of the Easy Cycle
The world economy has absorbed another significant shock and, once again, defied recession fears. What is driving that…
The CIO's View: What Changed, What Held, What's Next? | Chhad Aul
Listen on The Move For 20 years, Canadian investors collected three free gifts they never paid for…
Momentum Needs Context
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Let's talk momentum. Actually, before we talk momentum,…
Cooling AI Frenzy Reveals a Healthier Bull Market
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The market received encouraging inflation news last week as both the…
Can Canada’s multi-year rally continue?
by Kathrin Forrest, Equity Investment Director, Capital Group KEY TAKEAWAYS Canadian equities have delivered impressive returns, but gains have…