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…
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...
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…
Above the Noise: Policy uncertainty persists
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Timing the market - The market’s best days almost…
Taking the long view on tariff-driven volatility
by. Marc Pinto, Head of Americas, Janus Henderson Head of Americas Equities Marc Pinto puts Trump tariff-driven volatility…
Trump tariff-led volatility: Investment lessons learned
by Janus Henderson With US President Trump's unprecedented tariff regime reshaping global trade, sparking market volatility, and prompting…
When Policy is The Problem: Uncertainty as Macroeconomic Shock Doctrine
In a sweeping new report, Goldman Sachs’ US Economics Research team—led by Jan Hatzius, Jessica Rindels, Manuel Abecasis…
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…
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…
