Section
Inflation
596 posts
3 questions for Canadian bond investors
by Timothy Ng & Thomas Reithinger, Fixed Income Portfolio Managers, Capital Group After one of the worst bond…
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...
Charts for the Beach 2023
by Richard Bernstein, Richard Bernstein Advisors It’s time for our annual August report, “Charts for the Beach.” Each…
Not All Recession Theories Make Sense
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Inflation: Better But Not Good
by Ryan Jame Boyle, Senior Economist, Northern Trust A favorable inflation report is just one step in a…
Beyond the Headlines: Accelerated Risk and Opportunities for Investors
by Victoria Higley, Institutional Equity Portfolio Manager, Owen Murfin, Institutional Fixed Income, Portfolio Manager, MFS Investment Management, &…
Yogi Berra said: “It’s tough to make predictions, especially about the future.”
by Hubert Marleau, Market Economist, Palos Management July 21, 2023 At the moment, the U.S. economy is in…
The Art of Being Early in Go-Anywhere Fixed Income Investing
Tristan Sones and Tom Nakamura, Co-Heads of Fixed Income at AGF Investments discuss their outlook on fixed income, and their key strategic and tactical investment ideas for today's uncertain economic climate.
Seller's Inflation
by Vaibhav Tandon, Senior Economist, Northern Trust Corporate profits are being challenged by market forces, diminishing pricing power.…
Too good to be true?
by Raffaele Savi, Head of Systematic Investing & Co-Head of Systematic Active Equity, & Jeff Shen, PhD, Co-Head…
Inflation sticky? Not so much.
In his latest analysis1, Alfonso Peccatiello, Founder & Chief Strategist of The Macro Compass, examined the prevailing assumption…
2023 Midyear Outlook: Asset Allocation Risks and Opportunities
by Brian Price, CFA®, Managing Principal, Investment Management and Research, Commonwealth Financial Network® What a year it has…
Ares Management: As Rates Rise, Considers Ones that Float.
by Carlin Calcaterra, Principal, Financial Advisor Solutions Team, & Brendan McCurdy, Managing Director, Financial Advisor Solutions Team, Ares…
Mid-Year Outlook: 7 Questions Heading into the Second Half of 2023
by Kevin McCreadie, John Christofilos, Bill DeRoche, Rune Sollihaug, David Stonehouse, Stephen Way, AGF Investments Equity markets rebounded…
A Cooling Labour Market Will Bring Inflation Relief
by Hubert Marleau, Market Economist, Palos Management July 7, 2023 What is regrettable about the financial markets is…
Hugh Hendry on Mag-7, Bubbles, Inflation, Bonds, China & Bitcoin
Listen on The Move Recorded June 23, 2023 - In this conversation, Pierre Daillie talks with Hugh Hendry,…
