Section
US Stocks
7752 posts
Above the Noise: Putting pessimism in perspective
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Recession perceptions - High yield bond spreads indicate that…
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...
What Is Next Will Determine What the Fed and the Treasury Will Do
by Hubert Marleau, Market Economist, Palos Management Given that we have witnessed a radical transformation of the Middle…
Navigating the Disconnect: How David Way Is Positioning for What Might Come Next
Fidelity’s long/short portfolio manager, David Way, sees structural breaks, tactical opportunity, and the return of market discipline.
The Fog Is Lifting: National Bank Investments' CIO Spots Brighter Skies—But Keeps the Umbrella Handy
After a chaotic start to Q2, financial markets seem to be catching their breath—and so is the investment…
Separating Signal from Noise: Strategies for Equity Growth Investors
by Thorsten Winkelmann, Chief Investment Officer—European and Global Growth Equities, & Marcus Morris-Eyton, Portfolio Manager—European and Global Growth…
Flying Cars, AI Storylines, and the Future of Investing: TDAM’s Big and Bold Outlook for 2035
Let’s be honest—predicting where investing is headed ten years from now feels a bit like guessing what the…
Diversification Reimagined: Building Resilient Portfolios with NEPC’s Playbook
In the investing world, diversification is often treated as a checkbox—something to do, but not deeply understood. Yet,…
What's Going On…With Inflation?
Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.
Entering the intelligence age: Tech lessons for today’s market
The recent tech pullback echoes past cycles, but history offers key lessons. Franklin Equity Group shares three lessons to help seize opportunities as we move into the intelligence age.
Oil moves on Middle East tensions, but other markets stay the course
by Invesco Global Market Strategy Office Key takeaways Middle East - Tensions remain high, but a sustained rise in…
Why the Iran Situation Is a Valuable Lesson
by Samuel Rines Macro Strategist, Model Portfolios, WisdomTree Key Takeaways There are “short-term shocks” and “long-tailed risks” from…
Data Center Giant Digital Realty Is Back on the Map — And Climbing Fast
by SIACharts.com SIA Charts’ relative strength rankings help investors identify opportunities in stocks which are outperforming their peers…
How Market Concentration Shapes Passive and Active Equity Returns
by John Fogarty, Matthew Whitehurst, AllianceBernstein Over the last decade, the 10 largest stocks in the Russell 1000…
Different Countries, Same Questions — Week of 6/23/25
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company The second leg of my spring…
Mirror-Image Quarters and Iran
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
