Gold’s Rally: Discussing Top Precious Metals Stocks
Markets in Transition: Positioning for What’s Next
Key Points: Uncertainty Inflation and policy uncertainty continue to be primary issues markets are contending with, and it’s critical to position portfolios accordingly. Hedges Are Performing as Expected Assets that typically hedge well against inflation—financials and precious metals—are functioning as they should in the current environment although a weak market is impacting all equities. Cash […]
Global Music Royalty Fund Webinar 2025
Important Shifts in Markets Underway: In The Money Podcast with Amber Kanwar
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James Callahan on Market Volatility & Tariff Impact
Navigating Uncertainty and Shifting Trends
Key Points: Market Overview: The market has been trending upward since January 2024, until recently. The S&P 500 is down 5.3% and is approaching its rising 200-day moving average. The NASDAQ 100 had a false breakout and is now also testing its 200-day moving average. Historically, the period from February through March has been weak […]
David Burrows on Market Trends: Tech Weakness, Financials Strength, and Gold’s Potential
Financials Support Earnings Growth Amid Inflation; Market Navigates Sector Shifts and Music Fund Overview
Key Points Market Overview Sector Performance: Strongest sectors: Financials and Precious Metals. Weakness in tech, industrials and consumer. Inflation Expectations: Inflation expectations have reached nearly 30-year highs. Focus remains on sectors that perform well in inflationary environments. Portfolio Positioning Sector Allocations: Financials: Largest overweight for over a year. Energy & Materials: Maintained overweight positions. Industrials: […]
Amit Joshi on Canadian Retail Sales, U.S. Tariffs, and Market Outlook
Resilient Markets & Strategic Sectors Driving Strong Growth
Key Points U.S. Stock Market – The bear market bottomed in October 2023, transitioning into a bull market. Bull markets target to two years old typically last over five years, and this one is 2 ½ years. – The S&P 500 recently hit new highs, signalling market strength, even though bearish sentiment is rising …Bull […]