Section
US Stocks
7514 posts
Neuberger Berman: Q2 2025 Equity Market Outlook
by Neuberger Berman While surging tariffs and a hard sell-off have sown uncertainty, we expect negotiations to bring…
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...
Thank You Jamie Dimon & Bill Ackman for the Volte-Face
by Hubert Marleau, Market Economist, Palos Management April 5, 2025. Last week, I wrote: “A reader reminded me…
Equity Outlook: Finding Silver Linings in Very Cloudy Markets
by Nelson Yu, Head–Equities, AllianceBernstein As volatility rises, staying invested is a strategic priority for capturing long-term return…
Recalibrating for Higher Risk Without Overcorrecting
by Anwiti Bahuguna, Ph.D., Portfolio Manager, Northern Trust We’re adjusting our stance in response to rising risk while…
What an ancient philosopher can teach us about coping with market volatility
by Ben Rizzuto, Wealth Strategist, Janus Henderson Wealth Strategist Ben Rizzuto shares timeless teachings from Greek Stoic philosopher…
Tariff Pause Brings One-Day Relief Rally–Largest Since '08
by Paul Eitelman, Russell Investments Key takeaways President Trump pressed pause on reciprocal tariffs for 90 days with…
While the Market Crashed, This Old-School Stock Quietly Soared 36%
by SIACharts.com In today’s edition of the Daily Stock Report, we are going to feature AT&T Inc (T).…
Elbows Up: Fidelity's Strategic Pivot Amid US Policy Uncertainty | Ilan Kolet on Global Outlook
Listen on The Move Summary In this timely episode of Insight is Capital, Pierre sits…
The World’s Most Dangerous Game of Chicken
by Nick Mersch, CFA, Associate Portfolio Manager, Purpose Investments People thought Trump was playing 4D chess. Instead, he’s…
Thursday’s Post-Mortem
by Cole Smead, CFA, Smead Capital Management Dear fellow investors, We want to ensure our investors know that…
Push It to the Limit
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Well, this was a week. In financial markets,…
Why Consumer Spending Matters As Markets Struggle
by Alexander Cousley, Russell Investments Key takeaways: U.S. recession risks have increased U.S. government bonds are rallying The…
Wesbury: Tariffs, the Economy and Stocks
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Jurrien Timmer: Are we there yet? (04/06/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Please note, this report was…
Markets, Multiples, and Macro Mayhem: Jeremy Siegel Weighs In
As geopolitical storms brew and policy signals blur, markets have found themselves navigating an increasingly volatile terrain. In…
