Section
GDP
64 posts
The 60/40 Is Not Dead. But Stagflation Demands a Smarter Version of It.
Duncan Lamont of Schroders maps a century of data and identifies the precise adjustments that tilt the odds in investors' favour.
The K-Shaped Economy: Why The Middle Class Moved Up.
by Lance Roberts, RIA The K-shaped economy has become shorthand for a tidy story. The rich pull away…
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.
Canada's Economy Is Bruised, Not Broken — But the Map Has Fractured
RBC Economics' Q2 2026 Quarterly Canadian Outlook, led by Chief Economist Frances Donald, delivers a diagnosis that cuts through the noise: headline GDP numbers are lying to you.
The Four-Piston Portfolio: Why Diversification Needs an Engine, Not Just a Label
Listen on The Move What if the reason your portfolio fails you isn't the assets you picked…
The World Has Shifted — And So Should Your Portfolio
Schroders' March 2026 Equity Lens lays out a compelling, data-rich case for why the old playbook no longer applies
What's the Difference: Jobs vs. GDP Growth
U.S. job creation has been weak despite resilient gross domestic product growth. Here's what may be going on.
Conflicting Data, Conflicting Results
by John Mauldin, Thoughts from The Frontline, Mauldin Economics Is inflation rising or falling? Is unemployment solid or…
Hubert Marleau: Is This a Quiet Economic Boom?
by Hubert Marleau, Market Economist, Palos Management Last Friday, the BEA revealed that the US economy increased at…
Life in the Fast Lane: When Markets Lag the Economy — Citadel Securities
In Life in the Fast Lane1, Frank Flight of Citadel Securities sets out to challenge a market that,…
AGF's David Stonehouse: A Narrower Path Forward for Markets
As markets head toward 2026 with momentum but less margin for error, David Stonehouse offers a clear-eyed roadmap for navigating tariffs, policy pivots, and a maturing bull market.
Confidence Down, Sales Up. Here’s How it Makes Sense
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The consumer’s under a microscope lately, with job…
Why Keynes’ Economic Theories Failed In Reality
by Lance Roberts, RIA A recent post from Daniel Lacalle, “How Keynesians Got The US Economy Wrong Again,”…
The Case Of The Missing Prices
Limited price collection will complicate estimates of inflation.
The Great Unwind
U.S. trade strategy is a top worry among economists.
Global Crosswinds, Local Shakeups: What AllianceBernstein Sees Ahead for 2025
If you’re feeling like the world’s spinning a little off-kilter these days—you’re not alone. According to AllianceBernstein’s latest…