Section
Stocks
3397 posts
Reprieve Sans Relief - The Tariff-Stock Market
by Hubert Marleau, Market Economist, Palos Management March 7, 2025 The Tariff-Stock Market I ended last week’s Commentary…
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...
Deep spending on AI boosts the old, value economy
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series Artificial intelligence has largely been a growth story,…
The “Trump Put”
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Following Trump’s election win, the markets rejoiced, partly…
Forget the Magnificent 7: Meet China’s Terrific 10
by Yan Taw (YT) Boon, Head of Thematic – Asia, Neuberger Berman China’s top tech firms are emerging…
US uncertainty, German elections top global market news
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways FOMC - Minutes from the Federal Open Market…
Volatility Surges 25%: Is This the Start of a Deeper Market Correction?
by SIACharts.com It’s been another tough week in the markets, with the S&P 500 falling 3.06%, while the…
The Hidden Breakout: Why This Overlooked Utility Stock Could Soar 35%
by SIACharts.com On Friday, we explored the strong performance of the automotive sector, and today, we turn our…
Unpacking 2025 with Fidelity’s Ilan Kolet
As markets charge into 2025, investors and advisors are grappling with a complex web of macroeconomic forces—policy uncertainty,…
NBI CIO Martin Lefebvre: Conflicting Forces
The market may look stable on the surface, but beneath it lies a swirling storm of conflicting forces.…
The Hidden Weakness in Canada’s Banking Surge
by SIACharts.com Bank stocks have been outperformers, especially in the back half of 2024 and the early days…
Adam Turnquist: Updated Sector Views
by Adam Turnquist, Chief Technical Strategist, LPL Financial Equity markets are off to a solid start in 2025.…
Key considerations for investors as markets surge
by BeiChen Lin, Russell Investments Executive summary: Equity markets are hovering near all-time highs in the U.S., Canada,…
Valuations, Bubbles and the Stories We Tell Ourselves
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways Market valuations are driven as much by…
European stock valuations are knocking—answer
by Mandana Hormozi, & Tim Rankin, Portfolio Managers, Research Analysts, Franklin Mutual Series Franklin Mutual Series sees value…
The Silent Revolution: How China’s Tech Sector Is Catching Up to the Magnificent 7
by SIACharts.com China is making significant strides in both the AI and semiconductor sectors, signaling growing independence and…
