Section
Leading Indicators
134 posts
Seller's Inflation
by Vaibhav Tandon, Senior Economist, Northern Trust Corporate profits are being challenged by market forces, diminishing pricing power.…
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...
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…
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…
The Restoration of Price Stability
by Hubert Marleau, Market Economist, Palos Management June 30, 2023 The foundation of sustained economic and financial soundness…
Bond outlook: Fed pause leaves many paths to income potential
by Pramod Atluri, Tara L. Torrens, and Courtney Wolf, Fixed Income Portfolio Managers, Capital Group Bonds today provide…
Schwab Market Perspective: Different Speeds
by Liz Ann Sonders, Chief Investment Strategist, Jeffrey Kleintop, Kathy Jones and Kevin Gordon, Charles Schwab & Company…
Investors Puzzle Over Market Resilience Despite Fed's Stance
In a landscape where stock markets are surging, it's easy to overlook the undercurrents of central bank activity,…
Decision time for the U.S. Federal Reserve: To pause or not to pause?
by Kristina Hooper, Chief Global Investment Strategist, Invesco Key takeaways Rate hikes pick up Last week was a…
Conflicting signals add uncertainty to Fed's rate path
by Larry Adam, CIO, Raymond James Choppiness in the equity market continues as investors look to see a…
Hubert Marleau: The Scenario is Changing
by Hubert Marleau, Market Economist, Palos Management May 21, 2023 Investors applauded signs that two of their biggest…
Looking Back at the Markets in April and Ahead to May 2023
by Brad McMillan, CIO, Commonwealth Financial Network After moderate gains in March, markets continued to rally in April.…
Why the next economic recovery may be stronger than expected
by Jared Franz, Economist, Capital Group Three questions have weighed on investors’ minds for months: Will there be…
DoubleLine's Jeffrey Sherman: Tight Credit, Sticky Inflation, Bad Breadth... What Else?
Listen on The Move In this episode we get into an insight-filled conversation about the current state…
