Section
Interest Rates
1053 posts
Canada’s Economic Balancing Act: Domestic Resilience vs. Trade Headwinds
As global trade uncertainty rattles confidence and investment, Canada’s economy enters the second half of 2025 with 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...
High-Yield Bonds: Why Shorter May Be Smarter
by Will Smith, CFA, & AJ Rivers, CFA, AllianceBernstein Looking to reduce volatility without sacrificing income potential? Consider short-maturity…
Selling America
by Hubert Marleau, Market Economist, Palos Management May 23, 2025 Last week, I wrote: “The bulls definitely had…
Above the Noise: Making sense of markets, Treasuries, and tariffs
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Markets and tariffs - Markets may only need incremental progress,…
Goods Trade: Delayed Aggravation
by Ryan Boyle, Senior Economist, Northern Trust Expect to see supply gaps in the months ahead. Traveling last…
Investing alongside change
by Rick Rieder, Global CIO of Fixed Income, BlackRock April's Incredible and Historic Moves: Risk-assets struggled amidst extremely…
Central banks are treading carefully
by Invesco Global Market Strategy Office Key takeaways US-China tariffs - Markets are taking a significant de-escalation of…
4 scenarios for uncertain markets
by Tom Cooney, Jared Franz, Jayme Colosimo, & Jody Jonnson, Capital Group There are no facts about the future…
Market chaos is harvesting income opportunities
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Lingering tariff concerns overshadow a win on inflation
by John Kerschner, CFA, Head of US Securitised Products, Portfolio Manager, Janus Henderson John Kerschner, Head of U.S.…
Fed Holds Rates Steady but Warns of Rising Risks
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd. The Fed held the federal funds…
Criticism Of The Fed: Rule, Not Exception
by Carl Tannenbaum, Chief Economist, Northern Trust Central banks work best when left independent. As we’ve gone increasingly…
Caution Over Exuberance: Navigating Q2 with BMO’s Guided Portfolio Strategy
“Hope for the best, but prepare for the worst.” That’s the mantra underpinning BMO Global Asset Management’s Q2…
When certainty is scarce...
by Michael Contopoulos, Deputy CIO, Richard Bernstein Advisors Fixed income investors value certainty above all else. Certainty brings confidence…
Powell Downplays Progress, Risks Becoming Trump’s Scapegoat
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
