Section
Stocks
3529 posts
Private Market Values in Energy
by Cole Smead, CFA, CEO, Smead Capital Management Dear fellow investors, The investors of Smead Capital Management believe,…
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...
Against All Odds: The Surprising Strength of Canadian Equities
Mackenzie Investments' PMs Will Aldridge and Tim Johal on Market Resilience, Energy Opportunity, and Bank Fortitude In the…
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,…
5 charts that put market volatility in perspective
by Capital Group President Trump’s tariffs have put market volatility back in the spotlight for all investors, but especially…
Denise Chisholm: Tech Check & Bitcoin’s Bounce
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The market’s recent slide has been fast –…
April’s Wild Ride
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments April was a wild ride for markets, and…
Tariffs: Q1 Impacts and Q2 Negotiations
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
How to Stay Afloat Amid Canada’s Economic Riptide
by BeiChen Lin, Russell Investments Sticking to your strategic plan may be the best way to navigate through…
The Next 100 Days Will Be Crucial In Determining the Outlook
by Hubert Marleau, Market Economist, Palos Management May 2, 2025 Last week, I listed 10 factors that the…
