Section
Economy
4162 posts
Certainties for an uncertain world
by Richard Bernstein, Richard Bernstein Advisors There is one word to use as investors enter 2025: uncertainty. Of…
On My Mind: 2025—Looking good, feeling good?
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Even with the uncertainty surrounding the new…
Recalibration Is Complete Now that the Policy Rate is Neutral
by Hubert Marleau, Market Economist, Palos Management December 22, 2024 The Federal Reserve cut its policy rate by…
Economic resilience supports cyclical rally
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses why cyclical leadership in…
How Will Emerging Markets Stocks Fare if Global Trade is Disrupted?
by Regina Chi, CFA® VP & Portfolio Manager, AGF Investments Inc. A focus on regions with strong economic…
Bond outlook: Income opportunities widen
by Vincent Gonzales, David Daigle, Jerry Solomon, Fixed Income Portfolio Managers, Capital Group KEY TAKEAWAYS A resilient U.S.…
Stock market outlook: AI leads a broadening market
by Julian Abdey, Mark Casey, Cheryl Frank, Equity Portfolio Managers, Capital Group KEY TAKEAWAYS Solid U.S. economic growth…
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…
Equity Market Neutral in 2024
by Jina Yoon, Chief Alternative Investment Strategist, LPL Financial With additional content provided by Michael McClain, AVP, Research.…
Top Five Surprises for 2025
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
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…
Fiscal conservatism and other global economic themes for 2025
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Fiscal conservatism - Budget battles have contributed to…
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…
The 4Rs of Japan’s Equity Market Resurgence
by Stephen Way, CFA®, SVP, Head of Global & Emerging Markets Equities, AGF Investments Inc. The 4Rs of…
Key takeaways from the latest round of central bank meetings
by BeiChen Lin, Russell Investments Executive summary: The Nasdaq Composite Index crossed 20,000 for the first time ever…
