Hard or Soft Data?
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments Most perceptions regarding investing are created by…
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...
A Deep Dive on AI: AGF Leaders Weigh In on Market Disruptions and Opportunities
āNavigating AIās Impact on Markets āWeāre still in the early innings.ā Thatās the assessment from AGF Portfolio Manager…
Staying focused through tariff uncertainty and market jitters
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US stocks - Uncertainty contributed to a significant…
Capitalismās Chemical Crisis Creeps Closer, Quietly
Why Jeremy Grantham Thinks Weāre Poisoning Ourselves Out of Capitalism ā and What Investors Must Do Next By…
The Ergodic Gambler: Why Your Portfolio is Not What You Think It Is
"[Ray] Dalio tends to say you can have 16 uncorrelated return streams. Thatās just categorically untrue." Mutiny Fund's…
Are the tides rising for European equities in 2025?
by Robert Schramm-Fuchs, Portfolio Manager, Janus Henderson Is Europe at a turning point? European Equities Portfolio Manager Robert…
Google It: Recession is Trending
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Much like the last few weeks, weāre back…
The Return of the "Macro Unicorn"
Why Investors Should Brace for a Break in the Old Rules āThere are decades where nothing happens; and…
Tariffs, Trade, and Transformation: The New Normal for the Global Economy
Capital Groupās Jared Franz and David Polak dissect the shifting sands of U.S. trade policy, the evolving role…
Trade: The Most Beautiful Word in the Dictionary
by Ben Inker Co-Head, Asset Allocation, and John Pease, Asset Allocation Team, GMO LLC The global trade situation…
The Twilight of U.S. Shale and the Coming Energy Windfall
The world is waking up to an inconvenient reality: the shale revolution is ending. The relentless march of…
Confidence Shaken, But Not Yet Spent: RBC Economists Decode the Resilienceāand RisksāIn Canadian Consumer Behaviour
Despite cratering consumer confidence, Canadian shoppers have yet to fully close their wallets. Thatās the key takeaway1 from…
Correction Over? Or, More To Go.
by Lance Roberts, RIA The biggest question I have been getting from clients and prospects lately is, āIs…
Fed Holds Steady as Markets Brace for Tariff Clarity
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Global Shocks and Fixed Income Signals: Strategic View from Mackenzieās Dustin Reid
In a recent sweeping discussion on Market Exchange, Mackenzie Investmentsā Chief Fixed Income Strategist, Dustin Reid, unpacked a…
