Section
Stocks
3943 posts
International equities: From value trap to value creation?
After years of lagging the US, international equity markets are showing signs of a structural shift. Corporate reforms, improving capital allocation and rising returns on equity could support higher valuations and create attractive opportunities for investors as profitability improves across key global markets, outlines Portfolio Manager Faizan Baig and Client Portfolio Manager Callum Rushforth.
UGP’s 112% Rally Isn’t Slowing: The Next Resistance Levels to Watch
by SIACharts.com Ultrapar Participações S.A. ADR (UGP) operates across several segments of Brazil’s energy and industrial economy. Through…
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.
Looking Back, Looking Ahead (September 7, 2026)
The Bond Market Is Talking. Is Anyone Listening? The week ahead arrives with a cluster of data points…
Jeff Weniger: Big Wall of Worry, Fears, No Bubble. Not Yet.
Listen on The Move What if the firm disrupting the ETF industry launched 197 funds in its…
Canada's Advantage: Defining Our Place on the Global Stage
Richard Fadden on trade, sovereignty, security, and the long game Canada must play
Can ChatGPT Accurately Forecast Stock Price Direction?
What happens when a language model turns out to be a better financial analyst than most investors —…
AI Needs Power. Power Needs Capital.
by SIACharts.com The 30-year Treasury yield has become one of the market’s more closely watched signals this week,…
AI in Drug Discovery: The Wrong Keys to the Wrong Locks
The most seductive story in biotechnology right now is also, according to Daphne Koller, the most dangerous one.…
The 11% Problem: Why the Traditional Portfolio Has Run Out of Road
In a September 2026 LinkedIn essay, Raoul Pal argues that conventional portfolio construction has not merely underperformed1 but…
Higher Rates, Smarter Plays: Three Lessons the Market Has Forced Investors to Learn
BlackRock Investment Institute's Weekly Commentary dated August 31, 20261 arrives at a moment of genuine reckoning. Authored by…
Three Reasons to Worry — Or Not: NBI's CIO Office Sizes Up the Bull Market's Soft Spots
The summer of 2026 ended better than it began. After a turbulent July, most equity markets rebounded in…
Canada-U.S. Trade War Enters a New Phase as Fed Signals Patience on Rates
The week of August 31 brought two defining stories for markets: a deepening rift between Canada and the…
Emerging Markets: JPM’s New Strategic Investment Case
For fifteen years, the case for emerging markets was a story told with conviction and rewarded with mediocrity.…
Potential Was Never the Problem: Europe's Investment Cycle Has Arrived
Allianz Global Investors' Andrew Koch, Grant Cheng and Carola Dorn make the case that Europe's long-promised investment cycle is no longer a forecast — it is a construction site.
Loss: Why Crashes, Timing & Valuations Matter (Chapter 3 of 5)
by Lance Roberts, RIA “Math of Loss” is chapter 3 of a 5-part series examining the narratives around…