Geography, Geopolitics, and Gamesmanship Leave Little Room for Error in Energy Markets
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
PIMCO: The AI-Driven Productivity Tide May Not Lift All Boats
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Expect the Unexpected
Surprise, rather than stability, may be the defining feature of 2026 as policy volatility reshapes markets and investment opportunities.
Tariffs Are Here to Stay
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
The Strategic Role of Commodities in Portfolios
by Greg Sharenow, Portfolio Manager, Commodities and Real Assets, PIMCO Despite recent volatility, gold prices are still experiencing…
The Age of Transformation
by Joachim Fels, Andrew Balls, & Daniel J. Ivascyn, PIMCO Summary In the next five years the global…
Collapsing Oil Prices, Not Trade, Pose Biggest Exogenous Risk to Canada’s Economy
by Ed Devlin, Vinayak Seshasayee, Michael Kim, PIMCO While trade policy has dominated headlines, we believe investors should…