Howard Marks: The Indispensability of Risk
by Howard Marks, Co-Chairman, Oaktree Capital Oftentimes, we’re best able to understand something we’re interested in through analogies…
Party Like It's 1995?
by Scott Ladner, & Austin Fitch, CFA®, Horizon Investments Chief Investment Officer Scott Ladner and Head of Consulting…
Gold, Inflation and the Fed
by John Lynch, CIO, & Team, Comerica Wealth Management Despite the year-to-date strength in equity prices, other market…
The “Pretty Good 493”
by John Lynch, CIO, & Team, Comerica Wealth Management The U.S. equity markets managed to maintain their momentum…
Peccatiello: Expectations are Converging, Some Trades May Be "Crowded"
In his latest analysis, Alfonso Peccatiello, the Chief Strategist, at The Macro Compass explores the challenges that investors,…
What a Long, Strange Trip it’s Been!
by John Lynch, CIO, & Team, Comerica Wealth Management It was a little over 15 years ago that…
Powell’s Dovish Stance Sparks Market Optimism
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Jeffrey Gundlach DoubleLine Webcast 03/12/2024: "Cave People"
In his webcast titled “Cave People” in reference to the philosopher Plato’s “Allegory of the Cave,” DoubleLine CEO…
A Pause is Plausible
by John Lynch, CIO, & Team, Comerica Wealth Management The Federal Reserve meets this week with recent inflationary…
Canadians' increase in net worth offsets rising debt service ratios, for now
In a recent report by Carrie Freestone, Economist, at RBC Economics, she emphasizes the current stability of Canada's…
The Great Paradox of the U.S. Market!
by Jeremy Grantham, GMO LLC 1: The U.S. Market Well, the U.S. is really enjoying itself if you…
With a dovish tilt, BoC keeps rates steady in March
In an analysis today, Claire Fan, Economist, at RBC Economics explored the Bank of Canada's decision to keep…
Consider This: Canals are becoming chokepoints
by Kim Cahtechis, Investment Strategist, Franklin Templeton Institute The importance of major canals to global trade cannot be…
Vanguard's Mario Cianfarani: 3 Challenges for 2024
Listen on The Move The episode with guest Mario Cianfarani, Head of Distribution at Vanguard Canada kicks off…
A Structural Alpha Opportunity
by Ben Nabet and Joe Auth, GMO LLC Why Ratings Don’t Tell the Full Story in Securitized Credit…
