Section
Inflation
592 posts
Key factors behind the volatility in fixed income markets
by Paul Eitelman, Russell Investments Executive summary: Government bond yields rose in the UK and Canada amid stronger…
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...
Maybe It Was Transitory After All
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. The illusion of causality is a behavioural bias in…
Q124 Investment Review & Outlook: Can the market have its cake and eat it too?
by David Picton & Team, Picton Mahoney Asset Management Equity markets seemed to be in the throes of…
Are U.S. recession risks decreasing?
by BeiChen Lin, Russell Investments Executive summary: U.S. recession risks look lower, but still elevated compared to normal…
John De Goey: Investing ahead of unknown risks
Listen on The Move John De Goey, Portfolio Manager and Investment Advisor at Designed Wealth Management joins us…
Fretting Over Freight
by Vaibhav Tandon, Senior Economist, Northern Trust The Red Sea is one of the saltiest and warmest seas…
Deciphering Bond Market Signals
Alfonso "Macro Alf" Peccatiello, founder and chief strategist of The Macro Compass, provides a compelling analysis of the…
Hubert Marleau: Rational Expectations and Explanations
by Hubert Marleau, Market Economist, Palos Management December 29, 2023 The Bureau of Economic Analysis (BEA) reported 2…
Two sides to every story?
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Fidelity's Ilan Kolet: 2024 Macro and Investment Outlook
Listen on The Move Join us for this enlightening conversation with Ilan Kolet, Institutional Portfolio Manager, Global Asset…
Top 5 Global Risks of 2024
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Merry Pivot! Three takeaways from the Federal Reserve meeting
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways The dot plot The Federal Reserve backtracked somewhat…
Investors Cannot Ignore the Debt-Sustainability Question
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Despite a pullback in bond yields, clients…
Disinflation is the True Narrative
by Hubert Marleau, Market Economist, Palos Management December 15, 2023 According to the November Survey of Consumer Expectations,…
Inflation remains on a downward path
by Larry Adam, CIO, Raymond James Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Economic…
