Section
Defence
4 posts
Do Rate Hikes Call for Defense?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments f last week's discussion was about whether another…
Defense, Space, and the Rise of the Neo Prime
Kirsten Bartok Touw, co-Founder and Managing Partner at New Vista Capitall, on investing at the intersection of geopolitics, technology, and private markets.
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.
General Dynamics Gains Altitude: Triple Top Targets $449
by SIACharts.com General Dynamics Corp. (GD) currently holds an SIA SMAX Score of 9 out of 10. The…
Capital, Conviction, and the Long View: Inside AGF Capital Partners' Platform
Listen on The Move What if the biggest edge in manager selection wasn't due diligence, but ownership…