Section
Inflation
846 posts
Stagflation Is Not Overheating: What 107 Years of Evidence Means for Advisor Portfolios
A new working paper from Man Group’s Panashe Bera and Kristina Hooper, and Duke University’s Fuqua School of…
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…
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.
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…
When the Crowd Chases Growth, Income Quietly Compounds
The case for dividend yield is hiding in plain sight, and Richard Bernstein, Global Head of Macro and…
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.
The Treasury Market Matters More Than the Next Fed Move
by Chris Fasciano, Chief Market Strategist, Commonwealth, LPL Financial Today's blog is written by Chris Fasciano, chief market…
The AI Buildout Is Not Adding to the Economy. It Is Restructuring It.
Announced capital spending across major U.S. technology companies now points to more than $1 trillion in desired annual…
Yields, Leverage, and the Quality Hunt: What Markets Are Telling Investors Right Now
In one of the more instructive trading weeks of the year, the bond market delivered a lesson in…
Rates Retrace, Credit Doesn't: The Tightening Pipeline Still Has Work to Do
With the Federal Open Market Committee convening this week for the first time since its September rate hike,…
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…
David Rosenberg: Bubbles, Bonds, & Boomers
Listen on The Move Is the market standing on the edge of the most consequential bubble of…
Hot inflation. Cold chips. Stay diversified.
by Taylor Topousis, CFA, Market Strategist, Franklin Templeton Institute & Chris Galipeau, Head Market Strategist, Franklin Templeton Institute…
Bad Inflation Cures Itself. Good Inflation Doesn’t
by Lance Roberts, RIA The economy is running bad inflation, and the bad kind is the temporary kind,…
Market’s Uneven Response to Higher Rates
by Russ Koesterich, CFA, JD, portfolio manager, BlackRock In this article, Russ Koesterich discusses how tech strength is…
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…