Section
Stocks
4108 posts
Equal Weight Leads: The Market Got Wider, The Index Got Weaker
October delivered one of those months where the headline number lied. Astoria Investment Management's latest commentary, "Equal Weight…
What Stocks Have Done Under a Republican President and a Democratic Congress
by Frank Holmes, CEO, CIO, U.S. Global Investors Tuesday’s midterms were one for the history books. Democrats won…
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.
Atoms Over Algorithms: GMO's Case for Rebuilding America's Industrial Core
Hamilton's Ghost Sam Klar, portfolio manager on GMO's Focused Equity team, opens his November 2026 note, Investing in…
Read the Footnotes: Rob Arnott on Telling a Bargain from a Trap
Mr. Market has been generous to value investors in 2026. Through September 30, the Russell 1000 Value Index…
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.
When Nothing Moves Together, That's the Signal
Q3 2026 looked uneventful from 30,000 feet and strange from everywhere closer. In How to Win in a…
Why Hasn’t There Been a Big Financial Crisis in Recent Years?
Financial crises haven't disappeared since 2008 — they've simply gone quiet, and Deutsche Bank Research Institute's Henry Allen,…
Beyond the Ballots: What Matters for Markets
by Jeff Buchbinder, Chief Equity Strategist, LPL Research Additional content provided by Adam Turnquist, Chief Cross-Asset Strategist. The…
The Party Before the Party: Where Growth Compounds Now
This year's mega-IPOs have reopened an old argument about where equity investors find the most growth. In "Growth…
Same Signal, Shifting Ground: Why RiverFront's Rules Still Point to a Grind Higher
Five weeks after its last read, RiverFront Investment Group finds the S&P 500 down just over one percent,…
Healthcare Stocks Deserve a Second Opinion
by Jane Bleeg & Vinay Thapar, AllianceBernstein Compelling growth drivers and relentless innovation make a strong case for…
Five Years From Unrecognizable: Bridgewater's Jensen on the Feedback Loop Markets Refuse to Price
The tidal wave of headlines can feel like noise. For Greg Jensen, Co-Chief Investment Officer of Bridgewater Associates,…
Wesbury: The Economy Is Resilient. The Fed’s Reforms Are “Wimpy.”
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios In spite…
Oscillating Enthusiasm
by Craig Basinger, Chief Market Strategist, Purpose Investments For all the headwinds and now some wobbling in AI…
Royal Bank’s Mixed Signals: A Double Top Meets Fading Relative Strength
by SIACharts.com Royal Bank of Canada remains in the Favored Green Zone of the SIA S&P-TSX 60 Index…
Stagflation Is Not Overheating: What 107 Years of Evidence Means for Advisor Portfolios
A new working paper from Man Group’s Panashe Bera and Kristina Hooper, and Duke University’s Fuqua School of…