Section
Strategy
2379 posts
Why the recent market correction may have been an overreaction
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Bank of Japan - The Bank of Japan…
Rob Almeida: Uncertainty is Non-Linear
by Robert M. Almeida, Global Investment Strategist, MFS Investment Management Rob Almeida suggests that while recent market turmoil…
Can the Magnificent Seven sustain their trajectory?
If history is any indication, there’s a really good chance we’ll experience some reversion to the mean, that may impact some, if not all of the Magnificent 7 stocks, whose valuations (and volatility) have soared in the recent past, not to mention broader markets, as well.
Carry Trade Unwind: Is It Really Over?
by Jeffrey Kleintop, Chief Global Market Strategist, Charles Schwab & Company Having been warned about the risk, investors…
"Dear Chairman"
by Cole Smead, Smead Capital Management Dear fellow investors, As the investors of Smead Capital Management know, we…
Anatomy of a Recession Update: Economy’s health holds steady
by Jeffrey Schulze, CFA, Head of Economic and Market Strategy, ClearBridge Investments Jeff Schulze of ClearBridge Investments joins…
Innovation, Conflict and a Mysterious Disappearance
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Neuberger Berman This year’s recommendation for vacation reading is…
What Did We Just Hit?
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Sometimes, you are driving along nicely, and suddenly, your…
Picton Mahoney Q3 Update: "The Fed is in a Sticky Situation: Will it Cause the Bull Run to Come Unglued?"
As we are one month into the third quarter, it's critical to assess the current market position and…
Portable alpha for all: Return stacked strategies for diversification without sacrifice
by Adam Butler, Rodrigo Gordillo, & Mike Philbrick, ReSolve Asset Management Diversification is the cornerstone of investing. This…
Mutiny's Jason Buck on Taming Market Risk: Defense? How? Why Now?
Taming Market Risk: Defense? How? Why Now?(59:56) Listen on The Move In this episode of Insight is Capital,…
Searching for Bargains Among High-Quality Retailers
by Will Keenan & William Smead, Smead Capital Management Dear fellow investors, At Smead Capital Management, our low…
Multi-Asset Mid-Year Outlook
by Caglasu Altunkopru & Aditya Monappa, AllianceBernstein Global Growth Picture Supports Risk Assets Improving inflation and growth scenarios…
Mid-Year Outlook: Seven Questions That Could Shape Markets in the Second Half of 2024
by Kevin McCreadie, John Christofilos, Bill DeRoche, Rune Sollihaug, David Stonehouse, Stephen Way, AGF Investments Members of AGF…