A cooler US jobs report gives hope for a Fed rate cut
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Time for a rate cut? - Dovish remarks…
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...
Capital Markets Outlook: 2Q 2024
by Fixed Income Team, AllianceBernstein We think the intersection of hope and fear offers opportunity across asset classes…
Stagflation? Sticky inflation? Seven reasons for investors to be positive
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US stagflation? - Google searches of the term…
Relative Valuations Getting Stretched
by John Lynch, CIO, & Team, Comerica Wealth Management Executive Summary The S&P 500® Index had its best…
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…
A Generational Shift in Structured Investing: How BMO’s SEYF Is Reshaping the Modern Portfolio
by Pierre Daillie, Managing Editor, AdvisorAnalyst The investment landscape is undergoing a profound transformation. Traditional portfolios—once anchored in…
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…
