Section
Consumption
64 posts
The economy's case for lower rates
by Eugenio J. AlemĆ”n, Chief Economist, Raymond James Chief Economist Eugenio J. AlemĆ”n discusses current economic conditions. We…
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...
Global Crosswinds, Local Shakeups: What AllianceBernstein Sees Ahead for 2025
If youāre feeling like the worldās spinning a little off-kilter these daysāyouāre not alone. According to AllianceBernsteinās latest…
Not So Hot
by Brian S. Wesbury ā Chief Economist & Robert Stein, CFA ā Deputy Chief Economist, First Trust Portolios…
Separating Signal from Noise: Strategies for Equity Growth Investors
by Thorsten Winkelmann, Chief Investment OfficerāEuropean and Global Growth Equities, & Marcus Morris-Eyton, Portfolio ManagerāEuropean and Global Growth…
The Consumer Hangs In
by Joseph V. Amato, President and Chief Investment OfficerāEquities, Neuberger Berman Amid changing policy dynamics, fluctuating markets and…
Will the Consumer Wobble?
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments The April correction was caused by policy ā…
Recalibrating Risk: Why Markets Are Rethinking the Recession Narrative
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: āContrary to Goldman Sachs, which gave a…
Goods Trade: Delayed Aggravation
by Ryan Boyle, Senior Economist, Northern Trust Expect to see supply gaps in the months ahead. Traveling last…
Confidence Shaken, But Not Yet Spent: RBC Economists Decode the Resilienceāand RisksāIn Canadian Consumer Behaviour
Despite cratering consumer confidence, Canadian shoppers have yet to fully close their wallets. Thatās the key takeaway1 from…
Consumers Say āLong Live the Bull Marketā
by Jeffrey Buchbinder, CFA, Chief Equity Strategist, and Research Team, LPL Financial With additional content provided by Brian…
Five Investing Impacts of a Trade War
by Jeffrey Kleintop, CFAĀ® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Getting To The Bottom Of āGreedflationā
by Carl R. Tannenbaum, Chief Economist, Northern Trust Policies to address high prices are fraught with complications. āThe…
Searching for Bargains Among High-Quality Retailers
by Will Keenan & William Smead, Smead Capital Management Dear fellow investors, At Smead Capital Management, our low…
Spotlighting Inequality
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios With a Presidential election…
Feeding Discontent
by Carl Tannenbaum, Chief Economist, Northern Trust Food prices are dragging down feelings about the economy. By Carl…
