Section
Consumption
60 posts
The Consumer Hangs In
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Amid changing policy dynamics, fluctuating markets and…
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...
Will the Consumer Wobble?
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments The April correction was caused by policy –…
Recalibrating Risk: Why Markets Are Rethinking the Recession Narrative
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: “Contrary 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 Resilience—and Risks—In Canadian Consumer Behaviour
Despite cratering consumer confidence, Canadian shoppers have yet to fully close their wallets. That’s the key takeaway1 from…
Consumers Say “Long Live the Bull Market”
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, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Getting To The Bottom Of “Greedflation”
by Carl R. Tannenbaum, Chief Economist, Northern Trust Policies to address high prices are fraught with complications. “The…
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…
View from the Observation Deck: Consumer Delinquency Rates
by Bob Carey, Chief Market Strategist, First Trust Portfolios View from the Observation Deck For today’s post, we…
Inflation and Consumer Sentiment
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman U.S. consumer sentiment has defied predictions of…
CBO’s Rosy Scenario
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios Last week the Congressional…
Saving Grace
by Carl Tannebaum, Chief Economist, Northern Trust Are lower saving rates a sign of trouble ahead? When I…
