Section
Inflation
823 posts
Not Every Hike Kills the Bull
Jeff Schulze, Head Investment Strategist at the Franklin Templeton Institute, makes the case that today's tightening cycle is…
When the Jackpot Hits an Empty Seat
The Shrugflation Triangle and What It Means for Advisors and Investors
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.
Market’s Uneven Response to Higher Rates
In this article, Russ Koesterich discusses how tech strength is hiding broader market weakness, as higher rates begin to weigh on rate-sensitive sectors.
Hubert Marleau: In Profits We Trust
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “I’m still maintaining my year-end 7925 target…
What Higher Interest Rates Are Telling Insurance Investors
by Eric Winograd, & Geoff Cornell, AllianceBernstein Higher government bond yields seem to be driven by factors beyond…
Long-End Yields Reach 24-Year Highs
by SIACharts.com An early-week equity rebound has given way to renewed caution as investors weigh shifting Energy prices,…
Beyond the Commodity Cycle
A white paper on the investment case for global resource companies in 2026.
The Rate That Matters: What Real Yields Are Signaling Now
The gap between what an investment earns and what inflation costs is one of the oldest and most…
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…
Bonds Still Belong: What the Data Actually Says
The narrative surrounding fixed income has turned sharply negative. With US borrowing costs reaching their highest levels in…
Paying Software Prices for Refinery Economics
by Seamus O'Sullivan, Senior Analyst, Smead Capital Management Dear fellow investors, For a quarter of a century, the…
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.
Markets at the Crossroads: What J.P. Morgan's 4Q 2026 Guide Tells Advisors Now
J.P. Morgan Asset Management's latest Guide to the Markets 1 (U.S., 4Q 2026, as of September 30, 2026)…
Scarcity in a World of Competing Abundances
The BlackRock Investment Institute's Q4 2026 Global Outlook1 arrives at a moment when the most consequential forces shaping…
The Sea as a Theatre of War: What Maritime Risk Means for Markets
The conversation about global trade disruption has been dominated by tariffs for several years. A new report from…