Section
Stocks
3443 posts
Midyear insights: Opportunities amid globalization’s discontents
As US exceptionalism faces growing scrutiny, investors have increasingly sought portfolio diversification with international exposure. This recalibration raises the critical question of which economies and regions may be best positioned to thrive under our new tariff landscape. Franklin Templeton ETFs’ Dina Ting offers some insights for the second half of the year.
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...
2025 midyear investment outlook: The global reset
by Invesco Global Market Strategy Office Key takeaways Continued uncertainty - We’re wary about precise estimates of where tariff…
Mid-Year Outlook: International Stocks and Economy
by Jeffrey Kleintop & Heather O' Leary, Charles Schwab & Company Ltd. Investors may revisit international exposure in…
The Exceptional Case of U.S. Markets Underperformance
With global headlines bouncing between trade tensions, inflation worries, and surprise economic data, it’s getting harder for investors…
New catalysts spur international stocks
by Gerald du Manoir, Samir Parekh, Steve Caruthers, Capital Group For the first time in many years, the…
Buying Stocks Is Always Hard
by Lance Roberts, RIA Buying stocks is always hard. Particularly during corrections. Or, near market peaks. Or, when…
Confusing Correlations: What’s Really Behind Them?
by Laura Fried, Macro Portfolio Research Strategist, Multi-Asset, Neuberger Berman In recent weeks we’ve witnessed extreme (and at…
Private Market Values in Energy
by Cole Smead, CFA, CEO, Smead Capital Management Dear fellow investors, The investors of Smead Capital Management believe,…
Global equities: The case for Europe
by Stephen Dover, CFA, Head of Franklin Templeton Institute A funny thing has happened thus far in 2025.…
Trump Time, Trade Tensions, and Tech Triumphs: CI GAM’s Peter Hofstra on What’s Moving North American Markets
Markets in April might have treaded water, but behind the flat returns lies a storm of geopolitical, economic,…
Calibrating Chaos: Hugo Lavallée on Staying the Course, Spotting Opportunity, and Ignoring the Noise
In a market where volatility often masquerades as chaos, Hugo Lavallée, Portfolio Manager at Fidelity Investments, sees calibration.…
Hitachi’s Digital Reinvention: From Hardware Giant to AI Powerhouse
by SIACharts.com Shares of Hitachi recently entered the favored zone of the newly created SIA International CDR Report,…
The Return of Value: Bargain Hunting and Global Opportunity in a Volatile Market
As the market continues to adjust to a regime of higher-for-longer interest rates and heightened geopolitical friction, Mackenzie…
The India Stack: The Case for Investing in India's Booming Tech Sector with Kevin Carter
Listen on The Move The most important tech story of the decade isn’t in Silicon Valley—it’s unfolding…
Cybersecurity and China ETFs Are Climbing Fast—Here’s How to Spot the Next Breakout
by SIACharts.com The SIA All CAD Ranked Report provides advisors with a comprehensive ranking of 850 Canadian ETFs,…
