Section
Inflation
588 posts
JPM's David Kelly–Navigating 2025: Out of the Storm, Into the Fog
The 2025 Investment Outlook from J.P. Morgan Asset Management, led by Chief Global Strategist David Kelly, provides a…
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...
Turning the Page: WisdomTree’s 2025 Investment Outlook
“Big stock market leadership changes need some ruction, some big change in the system,” WisdomTree’s team observes in…
What to Watch for in 2025: Productivity, Immigration and the Dollar
by Hubert Marleau, Market Economist, Palos Management January 1, 2025 At this time of the year, predictions about…
Vanguard’s 2025 Outlook: Beyond the Soft Landing and Into Uncharted Tensions
As the world gears up for 2025, Vanguard’s Chief Global Economist, Joseph Davis, and team have released a…
UBS Unpacks the Economic and Investment Outlook for 2025
The UBS Chief Investment Office report, helmed by Paul Hsiao and Jason Draho, Ph.D., offers a comprehensive macroeconomic…
Quick View – The Fed decision: Higher growth comes at a price
Global Head of Fixed Income Jim Cielinski and Head of Global Short Duration Daniel Siluk discuss how the Federal Reserve’s (Fed) December decision illustrates that sustained U.S. economic growth comes at the price of a higher rate trajectory.
Fixed Income Sector Views: Signs of progress, signals of caution
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income team…
Fed’s Slow Dance: Inflation, Resilience, and the Long Road Ahead
"The Federal Reserve’s policies are like a game of Jenga—move too quickly, and the whole structure wobbles." The…
Inflation, Eh? Taylor Swift, Black Friday, and the Path to 2%
"The laws of supply and demand don’t care about concerts, couches, or concerts on couches." Inflation in Canada…
Key takeaways from the latest round of central bank meetings
by BeiChen Lin, Russell Investments Executive summary: The Nasdaq Composite Index crossed 20,000 for the first time ever…
Siegel’s Take: Inflation, Trump, and the Fed’s Hidden Rate Reality
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
What’s in Store for Central Bank Policy?
by David Stonehouse, SVP & Head of North American and Specialty Investments, AGF Investments Inc. As many as…
Alternative Allocations: A CIO’s perspective on allocating to alts
by Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton Institute In the latest Alternative Allocations podcast, the benefits…
The Future of the Inflation Reduction Act – Rhetoric vs. Reality
by Lucas White, Portfolio Manager, Focused Equity, GMO LLC Introduction Republicans have lashed out at the Inflation Reduction…
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoney’s Alternative Exchange1 event in mid-November 2024 (you’ll have to register to watch it, and it’s worth it), three of the industry’s boldest voices—David Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)—stepped onto the stage.
