Bond Voyage! Rethinking Traditional Diversifiers in the Modern ETF Era
In the most recent episode of "Raise Your Average,”1 co-hosts Pierre Daillie and Mike Philbrick welcome back Tony…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Lingering tariff concerns overshadow a win on inflation
by John Kerschner, CFA, Head of US Securitised Products, Portfolio Manager, Janus Henderson John Kerschner, Head of U.S.…
Calibrating Chaos: Hugo Lavallée on Staying the Course, Spotting Opportunity, and Ignoring the Noise
In a market where volatility often masquerades as chaos, Hugo Lavallée, Portfolio Manager at Fidelity Investments, sees calibration.…
Jurrien Timmer: Everywhere Green (Week of May 12, 2025)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company I’m spending a few days…
“We’ll Know It When We Hit a Tree”: Gundlach’s Warning on Fed Paralysis & the End of U.S. Exceptionalism
Above All, Do No Harm — Or Do Nothing? Federal Reserve Chair Jerome Powell, during his latest post-FOMC…
CRWD Surge: Why CrowdStrike and Cybersecurity Stocks Are Crushing the Market
by SIACharts.com Shares of CrowdStrike Holdings Inc. (CRWD) have climbed back to the top of the SIA Nasdaq…
The Return of Value: Bargain Hunting and Global Opportunity in a Volatile Market
As the market continues to adjust to a regime of higher-for-longer interest rates and heightened geopolitical friction, Mackenzie…
Navigating Uncertainty with Discipline: Black Creek’s Heather Peirce on Markets, Risk and Resilience
In her latest market update on the Capital Insights1 podcast, Heather Peirce, Portfolio Manager & Managing Director at Black…
Product Pulse: Canadian Fund Landscape Expands with Wave of New ETF and Mutual Fund Launches
In a market environment marked by persistent volatility and an ongoing search for differentiated sources of income and…
Caution Over Exuberance: Navigating Q2 with BMO’s Guided Portfolio Strategy
“Hope for the best, but prepare for the worst.” That’s the mantra underpinning BMO Global Asset Management’s Q2…
Weathering Headwinds: Canada’s Economy Slows Ahead of Tariff Turbulence
Canada’s economy showed signs of fragility in early 2025, delivering a mixed signal on resilience amid rising trade…
Tariffs, Inflation, and a Tepid Start: U.S. Economy Slows Into Q1
The first quarter of 2025 delivered a sobering reality check for the U.S. economy, one that appears increasingly…
Diversification in three dimensions
by Phil Maymin and Ashwin Alankar, Janus Henderson Phil Maymin, Director of Asset Allocation Strategies, and Ashwin Alankar,…
Don’t Watch “Cash on the Sidelines”
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios As we have written…The…
Capital Group's Carl Kawaja on Policy Risk, Flexibility, Focus, and Finding Tomorrow’s Gold
In a rapidly shifting global landscape, investors are faced with an unrelenting challenge: how to distinguish true opportunity…
