Section
Economy
5470 posts
Looking Back, Looking Ahead (September 7, 2026)
The Bond Market Is Talking. Is Anyone Listening? The week ahead arrives with a cluster of data points…
Jeff Weniger: Big Wall of Worry, Fears, No Bubble. Not Yet.
Listen on The Move What if the firm disrupting the ETF industry launched 197 funds in its…
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.
Gold Is No Longer a Commodity: Five Forces Reshaping Strategic Portfolios
In a wide-ranging conversation on The Meb Faber Show,¹ Inigo Fraser-Jenkins, Chief Investment Strategist at AllianceBernstein, works through…
Europe's Electricity Price Premium: A Structural Risk and a Multi-Year Investment Theme
Europe's electricity challenge has moved well beyond the realm of cyclical energy market disruption. In their August 2026…
Canada's Advantage: Defining Our Place on the Global Stage
Richard Fadden on trade, sovereignty, security, and the long game Canada must play
Canada's Tariff Stress Test: Resilient, Not Invincible
In a recent episode of The Open Outcry Podcast, BMO Global Asset Management's Bipan Rai sits down with…
On My Mind: Rearranging the Debt Chairs
According to Franklin Templeton CIO Sonal Desai, the Treasury Secretary Bessent’s announcement of at least doubling the size of Treasury buybacks will not move the needle without a reduced fiscal deficit.
Higher Rates, Smarter Plays: Three Lessons the Market Has Forced Investors to Learn
BlackRock Investment Institute's Weekly Commentary dated August 31, 20261 arrives at a moment of genuine reckoning. Authored by…
Three Reasons to Worry — Or Not: NBI's CIO Office Sizes Up the Bull Market's Soft Spots
The summer of 2026 ended better than it began. After a turbulent July, most equity markets rebounded in…
Canada-U.S. Trade War Enters a New Phase as Fed Signals Patience on Rates
The week of August 31 brought two defining stories for markets: a deepening rift between Canada and the…
Making Sense of Bewildering Bonds
Stephen Dover, Head of Franklin Templeton Institute, explores what is driving the recent rise in bond yields, and what it means for investors.
Emerging Markets: JPM’s New Strategic Investment Case
For fifteen years, the case for emerging markets was a story told with conviction and rewarded with mediocrity.…
Potential Was Never the Problem: Europe's Investment Cycle Has Arrived
Allianz Global Investors' Andrew Koch, Grant Cheng and Carola Dorn make the case that Europe's long-promised investment cycle is no longer a forecast — it is a construction site.
Bank of Canada Holds Again as Twin Pressures Mount
The Bank of Canada held its policy rate unchanged at 2.25% for a seventh consecutive meeting, a decision…
David Wong: Anything Can Happen — 3 Decades of Market Crises Shaped This $400B CIO's Playbook
Listen on The Move What do electricity, a forgotten 1920s financier, and Bobby Orr have to do…