Section
Economy
4520 posts
When $9 Trillion Gets Cold Feet: Rupert Mitchell on the Great Unwind of America’s Market Dominance
“You’ve got $9 trillion worth of European pension money sitting in US equities… try parking a trillion dollars…
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 Consumer Hangs In
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Amid changing policy dynamics, fluctuating markets and…
Fixed Income Outlook: Cool and Cloudy
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd. Bouts of volatility may continue in…
Passive Aggressive: The Increasing Risks of Passive Dominance
by Chris Brightman, Campbell Harvey, Forrest Henslee, Research Affiliates Key Points Passive capitalization-weighted index funds now surpass active…
Turning Point for the US Dollar: Fiscal Strain, Trade Tensions, and Global Implications
by SIACharts.com The U.S. dollar appears increasingly vulnerable to a broader decline as markets begin to price in…
New catalysts spur international stocks
by Gerald du Manoir, Samir Parekh, Steve Caruthers, Capital Group For the first time in many years, the…
Evolving Diversification
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Since the late 1980s through the end of…
Bank of Canada Hits Pause Again—But What’s Next? RBC’s Claire Fan Has Thoughts
For the second time in a row, the Bank of Canada has opted to stand pat, holding its…
A Global Aversion for Long Duration
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways The recent spike in U.S. 30-Year bond…
Infrastructure steady as equities swing
ClearBridge Investments: Despite recent strong performance for listed infrastructure versus equities, infrastructure valuations are still attractive on a risk adjusted basis, and could have room to run.
Buying Stocks Is Always Hard
by Lance Roberts, RIA Buying stocks is always hard. Particularly during corrections. Or, near market peaks. Or, when…
Tariffs and Market Volatility Likely to Stick
by Adam Turnquist, Jeffrey Roach, Jeffrey Buchbinder, Lawrence Gillum, LPL Financial LPL Research discusses recent tariff news, what…
Is The U.S. Still Exceptional?
by Carl Tannenbaum, Chief Economist, Northern Trust The strengths of the U.S. economy are likely to endure. The…
The Mag 7 becomes the Mid 7
by Richard Bernstein, Richard Bernstein Advisors Our groundbreaking research in 1995 showed that style, size, quality, and sector…
Bigger yard, higher fence?
Brandywine Global: The interplay between policy-driven trade realignments, cyclical relative growth shifts, structural capital flow adjustments, and relative currency valuations could open new avenues for alpha generation in emerging markets.
