Weekly ChartStorm: Reflections on 2024 in Ten Notable Charts
As the dust settles on another rollercoaster year in the markets, the time is ripe to reflect. The…
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...
The Seven Pillars of Resilient Portfolios – Revisiting Picton Mahoney’s BARBELL Framework
In a rapidly evolving investment landscape, where traditional stock and bond strategies often falter under the weight of…
Happy New Year in 2025!
Dear fellow investment professionals, and investors, We hope yours was a relaxing, happy and peaceful holiday season.…
JPM's David Kelly–Navigating 2025: Out of the Storm, Into the Fog
The 2025 Investment Outlook from J.P. Morgan Asset Management, led by Chief Global Strategist David Kelly, provides a…
Turning the Page: WisdomTree’s 2025 Investment Outlook
“Big stock market leadership changes need some ruction, some big change in the system,” WisdomTree’s team observes in…
Vanguard’s 2025 Outlook: Beyond the Soft Landing and Into Uncharted Tensions
As the world gears up for 2025, Vanguard’s Chief Global Economist, Joseph Davis, and team have released a…
UBS Unpacks the Economic and Investment Outlook for 2025
The UBS Chief Investment Office report, helmed by Paul Hsiao and Jason Draho, Ph.D., offers a comprehensive macroeconomic…
Torsten Sløk: 2025 Economic Outlook–Resilience Amid Challenges
As we approach 2025, the U.S. economy continues to defy historical norms and confound expectations. Apollo Global Management's…
Shifting Global Plates: The Investment Landscape for 2025-2029
The Robeco report, "Atlas Lifted: 2025-2029 Expected Returns", provides an intricate view of the tectonic shifts shaping global…
Glass Half Full: KKR’s Optimistic Outlook for 2025
KKR’s 2025 Investment and Economic Outlook serves as a measured yet optimistic guide for navigating the global economy’s…
Quick View – The Fed decision: Higher growth comes at a price
Global Head of Fixed Income Jim Cielinski and Head of Global Short Duration Daniel Siluk discuss how the Federal Reserve’s (Fed) December decision illustrates that sustained U.S. economic growth comes at the price of a higher rate trajectory.
Bargain, Value Trap or Something in Between?
Analyzing the Also-rans in a Magnificent Bull Market for Growth by Ben Inker and Anna Chetoukhin, GMO LLC…
Are the political winds shifting in favour of bond investors?
by Jenna Barnard, Co-Head of Global Bonds, Portfolio Manager, Janus Henderson Jenna Barnard, Co-Head of Global Bonds, believes…
Fed’s Slow Dance: Inflation, Resilience, and the Long Road Ahead
"The Federal Reserve’s policies are like a game of Jenga—move too quickly, and the whole structure wobbles." The…
Inflation, Eh? Taylor Swift, Black Friday, and the Path to 2%
"The laws of supply and demand don’t care about concerts, couches, or concerts on couches." Inflation in Canada…
