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…
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...
Google It: Recession is Trending
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Much like the last few weeks, we’re back…
The Return of the "Macro Unicorn"
Why Investors Should Brace for a Break in the Old Rules “There are decades where nothing happens; and…
Tariffs, Trade, and Transformation: The New Normal for the Global Economy
Capital Group’s 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 Resilience—and Risks—In Canadian Consumer Behaviour
Despite cratering consumer confidence, Canadian shoppers have yet to fully close their wallets. That’s 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, “Is…
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 Mackenzie’s Dustin Reid
In a recent sweeping discussion on Market Exchange, Mackenzie Investments’ Chief Fixed Income Strategist, Dustin Reid, unpacked a…
Rethinking Diversification: Navigating Correlation, Concentration, and Crisis in Modern Portfolios
Long revered as the only free lunch in finance, diversification now finds itself on trial, its once-unquestioned wisdom…
Harnessing the Power of Private Equity in a Diversified Portfolio
In the world of investing, diversification remains a cornerstone strategy for minimizing risk while maximizing potential returns. While…
The Liquidity Myth: Why the Future of Investing is Private
The landscape of wealth management is undergoing a profound shift. As traditional 60/40 portfolios come under scrutiny and…
Riding the Edge of Chaos: Why Advisors Must Embrace the New Era of Diversification
There’s an old saying in investing: past performance is no guarantee of future results. It’s a phrase so…
The Market Illusion: Mike Green on Inflation, Geopolitics, and the Hidden Recession
If you stare long enough at the stock market, you may begin to believe it's telling you the…
