Going wrong on the ‘K’. Sonal Desai, Chief Investment Officer for Franklin Templeton Fixed Income, on the profoundly misleading ‘K-shaped’ consumption narrative: https://t.co/O87vyZRcUz
Late cycle, last dance. Craig Basinger, Chief Investment Strategist at Purpose Investments, on taking steps to a moderately defensive portfolio tilt: https://t.co/p3l3ABdVgc
A survival guide to the bond market meltdown. Tyler Mordy, CEO and CIO of Forstrong Global Asset Management, on income assets to avoid, assets to include: https://t.co/oa3DtohfwR
Cardinal Energy flows oil and cash. Money expert Gordon Pape looks at Alberta-based Cardinal’s long-term, stable output and significant, reliable free cash flow: https://t.co/2xZxXhozi2
Relax! Not the “big one” for Treasury markets just yet. Brian Levitt, Chief Global Market Strategist at Invesco, on higher yields as a recalibration rather than a rupture: https://t.co/OSXlB21KmI
Upgrading developed market stocks. Jean Boivin, Head of the BlackRock Investment Institute, on the AI-driven productivity boom that could sustain stronger growth and earnings: https://t.co/96BeUtMPBJ
How to outsmart con artists. Andy Reed, Head of Behavioral Economics Research, and John Ginelli, Head of Investor Protection at Vanguard offer proven behavioral strategies for preventing financial scams: https://t.co/6l9D4QoaXU
Prediction markets vulnerable to one key influence. Laura Baker, Associate Client Portfolio Manager, Equities, at PenderFund Capital Management, on how prediction markets are open to manipulation: https://t.co/gZZxBmHuIu
Fund Library Q&A with Gordon Pape. Money expert Gordon Pape answers readers’ questions on foreign diversification, Financial 15 Split Corp., and bond ETFs: https://t.co/hxFo5wtYpp
Energy service companies poised for post-war recovery. Veteran money manager and investment expert Gavin Graham on a less volatile way to play increasing energy demand: https://t.co/wa5CuV9ORt
Getting too comfortable with fresh all-time highs. Stephen Dover, Head of Franklin Templeton Institute, wonders if market complacency is masking the risk of acute economic pain ahead? https://t.co/XtzIfomPEQ
Global stocks: focus on fundamentals. David Kletz, Vice President and Lead Portfolio Manager at Forstrong Global Asset Management, on the market’s rediscovery of earnings trends as a driver of future returns: https://t.co/KGMr46CXPH
Review and update: Pape’s High Yield Portfolio. Money expert Gordon Pape on the portfolio’s 19% advance in seven months, powered by both growth and income: https://t.co/LQwrEKq3y9
Inflation not gone, just hiding. Richard Croft, Founder and CIO of R.N. Croft Financial Group, on the structural issues like deglobalization and geopolitical fragmentation that now point to more inflation volatility: https://t.co/emn6p8pIRk
Record highs as AI megaforce offsets rising energy costs. Wei Li, Global Chief Investment Strategist at BlackRock Investment Institute, on markets pricing in both AI-driven growth and the Middle East oil shock: https://t.co/4BzktL7Xq9
Top mutual funds and ETFs defy global headwinds. Brian Bridger, Senior VP, Analytics & Data at Fundata, on the top-performing funds so far this year: https://t.co/1K0gOBQAdj
Stock markets all fired up, bonds more cynical. Greg Taylor, CIO at PenderFund Capital Management, on the baffling rally in equities even as many investors go defensive: https://t.co/mp7HvipmTd
Market month: Fund news and updates. Fund launches and terminations, new Fund Library portfolio rebalancer, and monthly SIMA statistics: https://t.co/uYrgnW3O6U
Top of mind for investors. Craig Basinger, Chief Investment Strategist at Purpose Investments, on Questions about gold, AI disruption, and which narrative to believe: https://t.co/5WvpGpV3Y0