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Riding Out September: Why Investors Shouldnât Flinch
Every year when September rolls around, investors dust off the same old warning: itâs the worst month for…
Prepare, Donât 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 wonât come down anytime soon, and the growing correlation between stocks and bonds...
BMO's Bipan Rai: 5 Big Misreads the Market's MakingâWhy Itâs Time to Rethink Your Portfolio
As investors trickle back from summer break and the post-Labour Day grind begins, Bipan RaiâManaging Director and Head…
Gap Up Glory or Bearish Trap? Celestica at a Crossroads
by SIACharts.com SIA Chartsâ Relative Strength rankings not only help investors to identify which stocks in a universe…
Is the equity market losing steam?
by Larry Adam, CIO, Raymond James Key Takeaways Despite the recent court ruling, we expect tariffs to stick…
Can you have your cake and eat it too?
by Michael Contopoulos, Deputy CIO, Richard Bernstein Advisors Markets are currently pricing in a Goldilocks scenario. Investors believe tariffs…
Lower Bond Yields: You Can't Get There From Here
The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.
Jurrien Timmer: Ritual of resilience
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company Every year around this time, freshly…
Franco-Nevada Breaks Free: From $200 Wall to $337 Target?
by SIACharts.com After rallying on a relative strength basis in early 2025 but slipping throughout the summer months,…
Denise Chisholm: CEO Confidence Jumps
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Last month, we learned that CEO confidence jumped…
Investor Survey: Exploring the psychology of retirement income planning
Matt Sommer, Head of Specialist Consulting Group, discusses how the findings from Janus Hendersonâs latest Investor Survey present an opportunity for advisors to address investor psychology in their practices.
Slower job growth likely solidifies September rate cut
by Invesco Global Market Strategy Office Key takeaways September rate cut â A weakening labor market and anchored…
Cuts Are Coming: A Tailwind for Stocks
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Immigration, Tariffs, and AI, Oh My!
by Brian S. Wesbury â Chief Economist & Robert Stein, CFA â Deputy Chief Economist, First Trust Portolios…
QSRâs $14B Debt Problem: Can Burger King, Popeyes & Tim Hortons Hold the Line?
by SIACharts.com The SIA Food and Beverage Sector continues to sit near the bottom of the unfavored zone…
Why Keynesâ Economic Theories Failed In Reality
by Lance Roberts, RIA A recent post from Daniel Lacalle, âHow Keynesians Got The US Economy Wrong Again,â…
