Inflation, Eh? Taylor Swift, Black Friday, and the Path to 2%
"The laws of supply and demand donât care about concerts, couches, or concerts on couches." Inflation in Canada…
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...
Would your practice be worthy of a 3-star Michelin rating?
by Bryan Powell, PCC, CPBA, CPMA, Senior Director, Practice Management, Janus Henderson Only a small number of dining…
The Future of the Inflation Reduction Act â Rhetoric vs. Reality
by Lucas White, Portfolio Manager, Focused Equity, GMO LLC Introduction Republicans have lashed out at the Inflation Reduction…
The four Trump policies most likely to impact economic growth
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Potential growth opportunities - Deregulation and tax cuts…
Dovish Drift: The BoCâs Cuts by 50 bps, Signals a More Cautious Path Ahead
"With interest rates no longer 'clearly in restrictive territory,' the central bank will take 'a more gradual approach'…
Borderline Reality: U.S. Tariff Threat Looms Over Canadaâs Economic Backbone
"Tariffs rarely provide sustained net economic benefits, especially in closely integrated countries like Canada and the U.S." â…
Thoughts From the Bond Vigilantes
Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.
Fundamentals underpinning global techâs market leadership
by Denny Fish, Portfolio Manager, Research Analyst, Janus Henderson Portfolio Manager Denny Fish believes that a dispersion of…
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoneyâs Alternative Exchange1 event in mid-November 2024 (youâll have to register to watch it, and itâs worth it), three of the industryâs boldest voicesâDavid Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)âstepped onto the stage.
Three charts and three questions to guide your client conversations
by Ben Rizzuto, CFPÂŽ, CRPSÂŽ, Wealth Strategist, Janus Henderson Wealth Strategist Ben Rizzuto highlights three questions from Janus…
A more dynamic playing field for equity investors
by Mark Pinto and Lucas Klein, Janus Henderson In their 2025 outlook, Head of Americas Equities Marc Pinto…
Five Investing Impacts of a Trade War
by Jeffrey Kleintop, CFAÂŽ Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Pathways to Growth: Lessons from High-Growth Financial Advisors
âIn the business of growth, strategy isnât optionalâitâs survival.â â Adapted from the lessons of the 2024 Advisor…
CI Financial to Go Private in Landmark C$4.7 Billion Deal with Mubadala Capital
In a move set to reshape the Canadian financial landscape, CI Financial Corp. has announced plans to go…
Economic Strength Drives Jump in Long-Term Rates
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
