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A Smarter Way to Earn High-Quality Income: Why BMO GAM Thinks ZAAA Could Be a Portfolio Game-Changer
CLOs—Collateralized Loan Obligations—have been a go-to strategy in the institutional fixed income world for years. But if you're…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Debt, Defense, and Denial: Why the U.S. Can’t Afford to Ignore the Fiscal Warning Signs
There’s no shortage of people warning about America’s debt problem. The real question is—why now? Why is this…
When Passive Investing Becomes the Market’s Biggest Risk
For years, passive investing has been the go-to strategy for investors chasing low fees and broad exposure to…
From Data Centers to Climate Control: Trane’s Red-Hot Run Isn’t Over Yet
by SIACharts.com Trane Technologies (TT) remains one of the most resilient and technically sound names in the SIA…
Midway Through 2025, WisdomTree Says It’s Time to Tune Out the Noise and Get Back to Basics
With so many headlines flying around—wars, tariffs, political drama—it’d be easy to lose track of what really matters.…
Neither Here Nor There
by Carl Tannenbaum, Vaibhav Tandon, Ryan Boyle, Northern Trust Anthropologists use the term “liminal state” to describe an…
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
by LPL Research Recently, the LPL Research team published the 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations. A…
On My Mind: Stop me if you think you’ve heard this one before
A full three months since President Trump’s “Liberation Day” tariff announcements sparked panic in financial markets, macro developments have been benign. The passage of the Big Beautiful Bill has brought clarity on the fiscal outlook, but uncertainty on trade negotiations remains. Franklin Templeton Fixed Income CIO Sonal Desai explains what this means for investors going forward.
Jurrien Timmer: The View from Above (week of July 7, 2025)
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company V- Shaped Rocket Ship The fastest…
Corey Hoffstein: Merger Arbitrage Isn’t Just for Institutions Anymore — Here’s How You Can Use It
Listen on The Move Forget what you thought about merger arbitrage — it’s no longer out…
Cenovus Bounced at Exactly $15—But Is This Rally Just a Mirage?
by SIACharts.com In our December 20, 2024, note we highlighted Cenovus Energy as an underperformer in both absolute…
Late 2021 Speculation is Back
by William Smead, CIO, Smead Capital Management Dear fellow investors, Our long-time investors are probably wondering why we…
False Crises
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Markets have performed well during the first half…
Navigating the Crosswinds: J.P. Morgan’s 2025 Mid-Year Market Outlook
As 2025 hits its halfway mark, J.P. Morgan Asset Management isn’t sugarcoating the message: the world feels messy,…
Smarter Diversification, Without the Trade-Offs: Why Return Stacking Changes the Game
In a market where shocks can hit from any angle, investors need more than a balanced portfolio—they need…
