Section
Consumption
117 posts
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…
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…
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.
When scarcity meets electrification: Why critical resources are becoming strategic assets
by Tal Lomnitzer, CFA, Senior Investment Manager, Janus Henderson As electricity demand accelerates, investors are increasingly focused on…
Are Bonds Pricing In A Fed Policy Mistake?
by Lance Roberts, RIA Imagine someone looking into their crystal ball and telling you at the beginning of…
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.
David Rosenberg: Bubbles, Bonds, & Boomers
Listen on The Move Is the market standing on the edge of the most consequential bubble of…
The AI Trade Might Not Be Where You Think It Is
Spending on AI isn’t the same as profiting from it. Sri Iyer and Adam Cilio explain how the Guardian i³ Investments TeamTM uses machine learning, AI, and human judgment, to separate builders, spenders and beneficiaries.
When the Future Sets the Price of Money
In its Q3 2026 quarterly perspective, Borrowing From the Future1, the New Frontier Investment Committee delivers one of…
Rates Hit Multi-Decade Highs. Will Growth and Earnings Keep the Rally Going?
The third quarter of 2026 delivered a market environment that demanded clarity from investors: rising yields, a Fed…
When Rates Rise, Read the Map
BMO Capital Markets economist Robert Kavcic joins Bipan Rai on the Open Outcry podcast1 to lay out a…
Wesbury: Friedman vs Woodford
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios Milton Freidman…
The Family Fight Continues
Chicago Fed President Austan Goolsbee on why the data won, why the vibes stay bad, and what the…
Beyond the Commodity Cycle
A white paper on the investment case for global resource companies in 2026.
Growth Holds, But the Tails Are Fat
In their October 2026 Cyclical Outlook 1, PIMCO Managing Director and Economist Tiffany Wilding and Chief Investment Officer…
Stable but Not Strong: AllianceBernstein's Q4 2026 Global Macro Outlook
The global economy enters the fourth quarter of 2026 on a foundation that is resilient but uneven, energy-pressured…
Record Wealth on Paper. Inflation Is Already Spending It.
Allianz Research's 2026 Global Wealth Report finds household financial assets at historic highs — but the real gains tell a more sobering story, and artificial intelligence is reshaping who captures what comes next.