Core Insights - U.S. equities have seen a decline in dominance, with valuation gaps narrowing from 54% above global peers at the end of 2024 to about 42% by mid-April 2025, indicating a potential shift in market leadership [2] - J.P. Morgan's forward-looking estimates suggest that developed international markets, including Canada, could outperform U.S. equities over the next decade, with projected annual returns of 8.1% for EAFE markets compared to 6.7% for the U.S. [3] - Canadian equities provide diversification benefits, reducing reliance on U.S. mega-cap stocks while offering exposure to various economic drivers such as commodities and energy [4] Canadian Stocks Overview - A list of 10 high-growth Canadian stocks has been compiled, focusing on companies with over 20% revenue growth in the past five years [5][7] - The methodology involved using the Finviz stock screener and analyzing hedge fund sentiment from Insider Monkey's database as of Q3 2025 [7][8] Draganfly Inc. (NASDAQ:DPRO) - Draganfly Inc. has achieved a 5-year revenue growth of 35.71% and has 6 hedge fund holders [9] - The company reported Q3 2025 revenue of $2.155 million, a 14.4% year-over-year increase, with strong demand in defense and public safety markets [10] - Draganfly is expanding its commercial footprint through partnerships and has integrated its drones with advanced detection systems for search-and-rescue missions [11][12] Cronos Group Inc. (NASDAQ:CRON) - Cronos Group has a 5-year revenue growth of 37.71% and is supported by 16 hedge fund holders [13] - The company reported consolidated net revenue of $36.3 million in Q3 2025, a 6% year-over-year increase, driven by the success of its Spinach brand [14] - Cronos maintains a strong balance sheet with no debt and approximately $824 million in cash and equivalents, positioning it well within the cannabis industry [13][15]

Group 1: Market Performance - South Korean stocks have experienced significant growth, with the iShares MSCI South Korea ETF (EWY) up 19.3% year-to-date as of January 23, 2026, and having jumped 92% in the previous year [3][10] - The overall stock market performed well in 2025, but the EWY notably outperformed the broader market [2][10] Group 2: Drivers of Growth - The surge in South Korean stocks is attributed to the AI boom and the breakout performance of major memory chipmakers, SK Hynix and Samsung, due to increased demand and rising memory prices [5][6] - A weak Korean won has also favored exports, contributing to the positive market performance [6] Group 3: Valuation and Policies - As of January 23, the EWY trades at a price-to-earnings ratio of 17, significantly lower than the S&P 500's ratio of 28, indicating a potentially undervalued market [6] - Recent shareholder-friendly policies from President Lee Jae Myung, including improved corporate governance and reduced tax rates on dividends, are expected to enhance valuations further [6] Group 4: ETF Composition - The EWY is heavily weighted towards Samsung and SK Hynix, which together account for 45% of the fund, with Samsung at 26.8% and SK Hynix at 18.3% [8] - Other notable holdings include Hyundai Motor, Kia, Hanwha Aerospace, and Naver, indicating a diverse portfolio within the ETF [9] Group 5: Future Outlook - The EWY is positioned for continued success, particularly with strong trends in the memory chip sector, although it carries risks due to the volatility of that subsector [10][11] - The fund's low valuation and strong performance suggest it may be a smart investment choice for those looking to diversify internationally [10][11]

ROMAINE: THE CURSE OF HIGH EXPECTATIONS. HERE BLOOMBERG HEADQUARTERS IN NEW YORK, I'M ROMAINE BOSTICK. KATIE: I WANTED TO LOOK LIKE -- ANYWAY, LET'S TALK ABOUT THE MARKET AND WHAT IS GOING ON ON THIS FRIDAY.IT IS REALLY QUIET AFTER THE VERY ACTION-PACKED SHORT WEEK WE HAD. S&P 500 HIGHER BY 0.1% IF YOU ARE FEELING GENEROUS. NOT ENOUGH TO BRING US INTO POSITIVE TERRITORY FOR THE WEEK.NASDAQ 100, SLIGHT OUTPERFORMANCE TODAY, HIGHER BY 0.4%. SMALL CAPS, THE STREET IS OVER, RUSSELL 2000 DOWN BY 1.8%. BOND MARKE ...

Core Insights - Small-cap ETFs are experiencing renewed investor interest after a period of outflows, indicating potential investment opportunities ahead [1][2] - The shift in investor sentiment is attributed to favorable monetary and fiscal conditions for smaller companies, with historical data showing small-caps outperform large-caps by 6% in the year following Federal Reserve rate cuts [3] - Valuation metrics indicate that small-caps are trading at a 12% discount to their pre-pandemic five-year average and are 36% below large-caps on a relative basis, suggesting a buying opportunity [4] Investment Themes - Active ETFs have seen significant growth, collecting a record $580 billion in 2025, while active mutual funds faced $640 billion in outflows [5] - Over the past decade, active ETFs have gained $1.2 trillion in assets, contrasting with active mutual funds that lost nearly $4 trillion [5] - In 2025, 47% of active fixed income managers outperformed their benchmarks, compared to only 32% of active equity managers, highlighting the stronger performance of fixed income [6] Diversification Trends - The case for diversification has strengthened, as multiple asset classes delivered positive returns in 2025, marking the first time since 2019 that stocks, bonds, and commodities all outperformed cash [7] - A notable 76% of countries in the MSCI ACWI index outperformed the U.S., the highest percentage since 2009, indicating a shift in global investment dynamics [7] - The SPDR Bridgewater All Weather ETF (ALLW) is highlighted as a diversification option, with significant trading volume exceeding $10 million in 12 of the last 13 days [8]

Market Overview - Concerns exist regarding the current market boom potentially being another bubble, with investors advised to diversify their portfolios across different industries [1] - The stock market's gains are primarily driven by optimism and innovation in technology, particularly in AI [2] - The "Warren Buffett Indicator" has surged above 230%, indicating stock valuations are rising significantly faster than GDP, which Buffett previously warned could be risky [2][3] Economic Indicators - Job growth is slowing, and unemployment is rising, which are typical signs of a slumping U.S. economy [1] - Despite these indicators, the S&P 500 has increased over 70% since January 1, 2023, suggesting that major U.S. companies are growing larger [3] Investment Strategies - Diversifying investments by including international stocks can protect against local market conditions [6][7] - Real estate is highlighted as a solid alternative asset class for inflation hedging, with platforms offering fractional ownership in rental properties [9][11] - Investing in art has shown to provide unique portfolio diversification, with returns outpacing the S&P 500 from 1995 to 2025 [19][20] Market Sentiment - Investor sentiment has shifted from anxiety to hope, despite warnings from prominent investors like Buffett about potential economic downturns [2][5] - The ongoing banking crisis and high inflation and interest rates have raised concerns about future investment gains [3]

Core Insights - Fixed-income ETFs are gaining popularity among financial advisors as an alternative to traditional bonds, driven by their simplicity and efficiency [1][4][5] Group 1: Market Trends - Assets in taxable fixed-income ETFs have nearly doubled since 2020, reaching nearly $2 trillion by the end of September 2023, while tax-free fixed-income ETFs grew by 159% to a total of $165 billion [2] - Over 300 new fixed-income ETFs have been launched recently, with a total of 867 fixed-income ETFs available by the end of Q3 2025, including 739 taxable and 128 tax-free ETFs [3] Group 2: Advisor Sentiment - A majority of ETF issuers, 71%, believe that increased advisor familiarity with fixed-income ETFs will be the primary driver of fixed-income flows in the coming years [3] - Financial advisors find fixed-income ETFs appealing due to their simplicity compared to building and maintaining bond ladders, which are more time-intensive [4] Group 3: Investment Strategy - Fixed-income ETFs provide performance and risk exposure similar to directly held bond portfolios but in a more streamlined format, allowing for better diversification than individual bonds [5] - Bond ladders typically focus on higher-quality securities, which may limit diversification, whereas bond funds can invest across a wider range of credit qualities, potentially enhancing return opportunities [6] Group 4: Trading Dynamics - The "bid-ask spread" presents a challenge for advisors purchasing bonds directly, as retail traders often do not receive the same pricing advantages as large institutions due to traditional trading methods [7]

Group 1 - The core focus of Wilson Research is to provide insights on exchange-traded funds (ETFs) that balance growth potential and dividend yield [1] - The analysis incorporates fundamental analysis along with macro-level factors such as industry trends, economics, and geopolitics [1] - The team includes an MBA graduate and an independent financial coach, aiming to deliver actionable information for long-term investors who prioritize diversification and low fees [1] Group 2 - Wilson Research draws inspiration from the investment philosophies of Warren Buffett and the entrepreneurial philosophies of Robert Kiyosaki [1]

The particular strategies that I manage—one is a global macro strategy, where I can invest in any of the main asset classes: equities, fixed income, commodities and currencies. I am very asset class-agnostic, as well as geographically agnostic. I invest in things through a value perspective. I like to find things that are down and out, in anticipation of that changing. I do believe that clients who already have exposure to large cap tech stocks, I have the opportunity to invest client money in other parts o ...

Core Insights - Realty Income has maintained monthly dividends for 667 consecutive months, supported by a well-structured portfolio of over 15,500 properties leased to more than 1,600 tenants across 92 industries, with no single tenant contributing more than 3.3% of annualized rent, thereby limiting concentration risk and stabilizing cash flows [1][9] Portfolio Performance - As of Q3 2025, Realty Income's portfolio occupancy was 98.7%, with a rent recapture rate of 103.5% across 284 leases, indicating strong tenant retention and willingness to pay higher rents [2][9] - The top 20 tenants account for approximately 35% of total rent, providing a diversified mix that historically reduces earnings volatility [2] Investment Strategy - In Q3 2025, Realty Income invested around $1.4 billion in new investments at an average initial yield of 7.7%, reflecting consistent tenant demand [2][9] - The company has diversified its capital allocation strategy, including an $800 million preferred equity investment in CityCenter Las Vegas and a partnership with GIC, which enhances income stability beyond traditional leases [3] Geographic Diversification - Europe contributes 17.7% of the total annualized base rent from 572 properties, blending U.S. retail with global reach to provide additional stability [3][9] Operational Efficiency - Approximately 98% of Realty Income's portfolio consists of single-tenant properties under triple-net lease agreements, where operating costs are primarily tenant-paid, supporting steady margins and enabling the company's 133rd dividend increase [4] Growth Outlook - Realty Income continues to grow by leveraging scale and data to secure attractive yields, diversifying by tenant, geography, and deal type, positioning the portfolio for various market cycles [5] Market Performance - Realty Income's shares have increased by 8.7% over the past month, outperforming the industry growth of 3.6% [8] Valuation Metrics - Realty Income trades at a forward 12-month price-to-FFO of 13.91, which is below the industry average but above its one-year median of 13.15, and it carries a Value Score of D [10]

Core Insights - The article discusses the implications of U.S. foreign policy changes, particularly under the Trump administration, on investment strategies, emphasizing the need for diversification and reassessment of investment portfolios [1][4]. Group 1: Diversification - Many investors may not realize their exposure to a few corporations due to overlapping holdings in multiple index funds, such as the S&P 500, Nasdaq 100, Dow Jones Industrial Average, and Russell 1000, with companies like Apple (AAPL) being a significant part of each index [2]. - The interconnected supply chains of mega-cap companies, exemplified by Apple's reliance on parts from Taiwan and China, highlight the risks posed by geopolitical tensions, such as a potential conflict between China and Taiwan, which could severely impact stock performance [3]. Group 2: Geopolitical Risks - The capture of Maduro in Venezuela is seen as part of broader geopolitical tensions, including issues involving China, Taiwan, Russia, and Ukraine, which could lead to increased unpredictability in U.S. foreign policy and added investment risks [4]. - The unpredictability of the current administration's foreign policy actions may lead to heightened geopolitical risks for investors [4]. Group 3: Investment Strategies - Investors are encouraged to consider increasing their allocation to international stocks, as evidenced by the performance of the STOXX Europe 600, which returned 19.0% compared to the S&P 500's 16.4% in 2025 [5]. - Establishing an Investment Policy Statement (IPS) is recommended for all investors to outline their return objectives, risk tolerance, and other constraints, ensuring a structured approach to investment [6].