July 23, 2021
July 23, 2021
On My Mind: Just a Flesh Wound?
July 23, 2021
When Will Fundamentals Matter Again?
As more speculative investing is once again driving returns, Portfolio Manager Justin Tugman discusses market factors that could encourage a renewed focus on fundamentals.
July 23, 2021
Why Have CLOs Prospered Since the Pandemic?
July 23, 2021
Most Critical Week of the Year Yet, Next Week
U.S. benchmarks are pointing higher, finding added tailwinds from social media earnings after yesterday’s closing bell. No major sector gained more than 1% yesterday, but Energy and Financials each lost about 1%.
July 23, 2021
Municipal Market Insight
July 22, 2021
Digestion Thursday. Is That a Thing?
July 22, 2021
Aligning the Stars in Fixed Income
Anyone looking for a fresh perspective from Federal Reserve (Fed) Chairman Jerome Powell last week was sorely disappointed.
July 22, 2021
Growth Rebound Looks Extended, As Do Long-Term Bonds
July 22, 2021
The Stock Market Is In The Midst of a Massive Transition
July 22, 2021
Nirujan Kana from CI Global Asset Management Discusses the Growing Demand for Active ETFs
July 22, 2021
Market Recovery Continues
July 21, 2021
The Race to Net Zero: Challenges and Opportunities
More and more investment is being channelled toward achieving net zero carbon emissions. To understand the scale of the task, consider what net zero means.
July 21, 2021
MLP Insights Q2 2021: Energy Sector Momentum Continues
July 21, 2021
London Capital Market H1 2021 Highlights
July 21, 2021
Economist Perspective: Rising Debt Levels
July 21, 2021
Why Rates are Leading
E-mini S&P (September) / NQ (Sept) S&P, yesterday’s close: Settled at 4315.50, up 64.25 NQ, yesterday’s close: Settled at 14,722.75, up 182 Fundamentals: Yesterday, U.S. benchmarks snapped back from a healthy three-day slide. Can the rebound continue? Massive buying at the opening bell yesterday set the tone for a tape that had held well in … Continue reading Why Rates are Leading
July 21, 2021
What Spooked Wall Street?
July 20, 2021
Must… Buy… Dips…
July 20, 2021
The Economic Re-Opening Drives Inflationary Pressures While COVID-19 Weighs on Markets
Last week’s US Consumer Price Index print was higher than expected. Investors immediately assumed that the Fed would raise rates more quickly, causing the yield curve to flatten.
July 20, 2021
Vermilion Macro Vision: U.S. Equity Strategy
July 20, 2021
Looking Ahead: A Deep Dive into Asia
July 20, 2021
China’s Economic Recovery Is Steadying
July 20, 2021
Positive Start Expected, But the Close Matters More
The key thing today, however, isn’t how the stock market starts, it’s how it finishes. Given the market’s behavior since the lows in March 2020, it should come as no surprise that it is attempting to bounce back from yesterday’s selling.
July 19, 2021
A Treacherous Trade
July 19, 2021
S-REIT Sector Lodged 9% Return Over 9 Weeks
Since 14 May, the iEdge S-REIT Index has generated an 8.7% total return, outpacing the STI, which gained 3.2% over the nine weeks.
July 19, 2021
Hedge Funds: Looking Back and Ahead
July 19, 2021
Economic Update: July 19, 2021
Inflation has now surpassed the FOMC’s 2% target, as the headline PCE price index rose +0.4% m/m and +3.9% y/y in May.
