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Mark Twain the Investor
by Will Keenan, Analyst, Smead Capital Management Dear fellow investors, Samuel Clemens’ pen name evokes the pinnacle of…
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...
When Will the Treasury Yield Curve Normalize?
by Jeff Weniger, CFA, Head of Equity Strategy & Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree One…
Stuck on Empty: How M&A Could Jumpstart Canada’s Oil & Gas Sector
by SIACharts.com The oil and gas sector is facing a less visible but increasingly important challenge to long-term…
Fed Watch: Will It Be Déjà vu All Over Again?
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways With the Fed resuming rate cuts at…
US small-caps undiscovered connection: Value-led periods and active management
Royce Investment Partners: There seems to be a notable historical trend of active small-cap managers outperforming the Russell 2000 Index in periods when value stocks lead, while trailing the small-cap index when growth stocks lead.
At the frontier: Insight on AI and technology stocks
by Blackrock Fundamental Equities Artificial intelligence (AI) continues to defy the norms of linear progress and present a…
The Intersection of Political Uncertainty and Global Debt Markets
LPL Research examines political shifts and fiscal concerns in Japan, France, the U.K., and the U.S. and its impact on bond yields.
Tamarack Valley Breaks 5-Year Highs—Can $7 Be Next?
by SIACharts.com SIA Charts’ relative strength rankings help investors identify opportunities in stocks which are outperforming their peers…
Bank of Canada Cuts Rates as Economy Feels Tariff Strain
The Bank of Canada has pulled the trigger on its first rate cut since March, trimming its key…
Slowing Jobs Growth, Shifting Trade Winds, and a New Phase for Policy
As 2025 comes to a close, the U.S. economy looks less like it’s faltering and more like it’s…
Will Stocks Rally Through Year Two of the Fed Cutting Cycle?
by Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial Additional content provided by Brian Booe, Associate Analyst, Research. The…
Who needs ROI when you can have RPO?
by Thomas Shipp, Head of Equity Research, LPL Research Additional content provided by Tucker Beale, Analyst, Research. The…
Every Brea(d)th You Take: Market Concentration Risks
by Liz Ann Sonders, Kevin Gordon, Charles Schwab and Company Greater mega-cap stock exposure carries significant upside risks,…
FOMC preview: Tariffs begin to bite, and the labor market softens
by Eugenio J. Alemán, Chief Economist, Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. With…
Embracing Consistent Growth in Erratic Equity Markets
by James T. Tierney, Jr., Chief Investment Officer—Concentrated US Growth & Michael Walker, Co-CIO—Concentrated Growth, AllianceBernstein Companies with…
