The Trump Put Reloaded: When One Word Wags the Market
It took just one word. “Pause.” Not “rescind,” not “repeal,” not “reverse.” Just a fleeting, monosyllabic lull in…
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...
Tariffs: In An Ownership Society
by William Smead, CIO, Smead Capital Management Dear fellow investors, Over the last 15 years, the United States…
Howard Marks: Nobody Knows (Yet Again)
by Howard Marks, Vice-Chairman, Oaktree Capital On Monday, September 15, 2008, shortly after the close of the New…
A Week Of Whiplash
by Carl Tannenbaum, Chief Economist, Northern Trust The reciprocal reprieve does not alter the tectonic shift in the…
What an ancient philosopher can teach us about coping with market volatility
by Ben Rizzuto, Wealth Strategist, Janus Henderson Wealth Strategist Ben Rizzuto shares timeless teachings from Greek Stoic philosopher…
The Private Credit Power Play: Why Antrim’s Balanced Mortgage Fund is a Bet on Stability
When central banks flood the system with liquidity, asset prices go to the moon, and risk management becomes…
The World’s Most Dangerous Game of Chicken
by Nick Mersch, CFA, Associate Portfolio Manager, Purpose Investments People thought Trump was playing 4D chess. Instead, he’s…
Understanding CTAs: The Structural Core of Modern Liquid Alternatives
Why Commodity Trading Advisors Deserve a Prominent Seat at the Alternatives Table In an investment climate increasingly shaped…
Push It to the Limit
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Well, this was a week. In financial markets,…
Tariffs, Tensions, and Trade Troubles: Randall Bartlett Unpacks the Economic Outlook for Advisors
As the dust settles on another round of trade turbulence between Canada and the United States, following the…
Markets, Multiples, and Macro Mayhem: Jeremy Siegel Weighs In
As geopolitical storms brew and policy signals blur, markets have found themselves navigating an increasingly volatile terrain. In…
Strategic Crossroads: Navigating the Trade Recalibration and Its Macro Reverberations
The geopolitical and economic landscape took a decisive turn last Wednesday, when the U.S. administration unveiled a sweeping…
Bubble Déjà Vu: Arnott Warns AI May Be 2025’s Dot-Com Sequel
"The future belongs to artificial intelligence (AI) and the companies leading the AI revolution." That’s the story today’s…
Canada's Tariff Tangle: What Investors Need to Know Now
In a world increasingly defined by surprise policy shifts and geopolitical gambits, tariffs have once again become front-page…
Shock, Slack, and Strategy: Why Canadian Markets Just Hit a Turning Point
It is the kind of conversation that starts with a whisper and ends in a thunderclap. In the…
