Section
Economy
5649 posts
Atoms Over Algorithms: GMO's Case for Rebuilding America's Industrial Core
Hamilton's Ghost Sam Klar, portfolio manager on GMO's Focused Equity team, opens his November 2026 note, Investing in…
Where the Puck Is Going: The November Reload
The election is over, and Citadel Securities1 is telling clients the relief is more than emotional. In the…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
Why Hasn’t There Been a Big Financial Crisis in Recent Years?
Financial crises haven't disappeared since 2008 — they've simply gone quiet, and Deutsche Bank Research Institute's Henry Allen,…
Insolvency Pressure Cooker: Allianz Research Maps a Historic Plateau Through 2028
Business failures have risen for four straight years, and Allianz Research's latest outlook makes clear the climb is…
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.
Quick Thoughts: Bluer Than Blue—Investment Implications
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute, examines the investment implications of the 2026 midterm elections, including political gridlock, interest rates, artificial intelligence and sector-specific opportunities.
David Rosenberg: The Mania Nobody Will Name
David Rosenberg on Bubbles, Bonds, and a Generation Running Out of Time In a conversation that covers everything…
The Party Before the Party: Where Growth Compounds Now
This year's mega-IPOs have reopened an old argument about where equity investors find the most growth. In "Growth…
Same Signal, Shifting Ground: Why RiverFront's Rules Still Point to a Grind Higher
Five weeks after its last read, RiverFront Investment Group finds the S&P 500 down just over one percent,…
When a Credit Default Swap Isn’t about Credit
by John Mauldin, Mauldin Economics I have written on various aspects of artificial intelligence for the last two…
Keynes Is Still with Us
This year's Nobel carries on a powerful legacy.
Wesbury: The Economy Is Resilient. The Fed’s Reforms Are “Wimpy.”
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios In spite…
Stagflation Is Not Overheating: What 107 Years of Evidence Means for Advisor Portfolios
A new working paper from Man Group’s Panashe Bera and Kristina Hooper, and Duke University’s Fuqua School of…
When Steady Growth Isn't Enough: Goldman Sachs Flags a Building Storm of Downside Risks
Goldman Sachs Chief Economist Jan Hatzius opened his October 26 Global Views research note1 with an observation that…
Gridlock as Catalyst: The Presidential Cycle Case for a Stronger 2027
While political campaign season reliably floods the airwaves with warnings about existential stakes, Confluence Investment Management's Thomas Wash…
Two Central Banks, Two Economies: BMO GAM Signals Policy Fine-Tuning, Not Another Fight
The week of October 30, 2026 delivered twin central bank decisions that underscore a widening divide in North…