Section
Interest Rates
1007 posts
The Weight Of High Interest Rates
by Carl Tannenbaum, Chief Economist, Northern Trust The potency of monetary policy will weigh more heavily on activity…
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...
Markets Price a Quicker Fed Pivot
by Investment Solutions Group, MFS Investment Management A review of the week’s top global economic and capital markets…
The Inflation Question: Encouraging
by Hubert Marleau, Market Economist, Palos Management November 14, 2023 Perception of inflation is as important for investors…
A slowdown in rate volatility may prove supportive for stocks
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock Key takeaways: The late summer equity market selloff was driven…
Rotation to Duration: Seeking a More Resilient Portfolio
by Rick Rieder, CIO, Global Fixed Income, and Russell Brownback, Head of Global Macro, Fixed Income, BlackRock Key…
Bond yields likely to remain higher for longer as Fed stands firm
by Pramod Atluri & Anmol Sinha, Capital Group Bond yields likely to remain higher for longer as Fed…
Another Rate Hike Bites the Dust
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. With unanimity, the…
Quick Thoughts: Should we fear the rapid rise of interest rates?
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Term premiums have…
A Sticky Situation for Investors
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. A protracted fight against inflation…
“Soft Landing” Hope By The Fed Is Likely Optimistic
by Lance Roberts, RIA The Fed’s “soft landing” hopes are likely overly optimistic. Such was the context of…
The Market Thinks the BoJ is In Play
by Stephen Vanelli, CFA, Knowledge Leaders Capital The Bank of Japan met last night to cap off a…
"That 70s Show"
by Lance Roberts, RIA The hit TV series “That 70s Show” aired from 1998 to 2006 and focused…
The Federal Reserve’s Decision: High for Longer
by Hubert Marleau, Market Economist, Palos Management September 22, 2023 The Federal Open Market Committee held a 2-day,…
Fed's Slow Rate-Cut Plan Faces Historical Hurdles
In a recent Wall Street Journal1 article, James Mackintosh delves into the Federal Reserve's ambitious plans for the…
Why the 60/40 Portfolio Isn’t Dead, but May Need a Rethink
By David Stonehouse, MBA, CFA®, SVP & Head of North American and Specialty Investments, AGF Investments Inc. To…
