Section
Monetary Policy
1120 posts
Navigating the tight policy, loose liquidity paradox
by Dan Suzuki, CFA, Deputy CIO, Richard Bernstein Advisors Tight Fed policy doesn't always equate to tight liquidity…
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...
As interest rates fall, new stock opportunities arise
by Tony DeSpirito, Managing Director, Global Chief Investment Officer, Fundamental Equities The start of a rate-cutting cycle has…
The rise of rentership: What this global real estate shift means for investors
by Daniel Scher, Portfolio Manager, Research Analyst, Franklin Equity Group & Blair Schmicker, CFA, Vice President, Research Analyst,…
The inverted yield curve: Still a reliable signal?
by Tracey Manzi, Senior Investment Strategist, Raymond James Senior Investment Strategist Tracey Manzi notes that while the predictive…
The BoC Accelerates Rate Cuts Amid Economic Concerns
by Staff Writers, AdvisorAnalyst.com In a decisive move, the Bank of Canada (BoC) has accelerated its pace of…
Inflation Mathematics
by William Smead, Smead Capital Management Dear fellow investors, Two major labor unions, the Dock Workers Union and…
Picton Mahoney Q4/24 Investment Review & Outlook: Soft-Landing Odds Improved, But Largely Priced In
by David Picton, President and CEO, & Team, Picton Mahoney Asset Management Will An Asset Bubble and/or Inflation…
Q3 Investor Letter: What If Rates Return to Yield Curve Averages?
by Jeremy Schwartz, CFA, Global Chief Investment Officer, WisdomTree & Jim Bianco, President and Macro Strategist, Bianco Research,…
The Incredible U.S. Disinflationary Economic Boom
by Hubert Marleau, Market Economist, Palos Management October 11, 2024 One would think the escalating conflict in the…
Albert Edwards: "We’ll keep trying to look beneath the surface to discover the ‘truth’"
Albert Edwards' thesis of his latest report revolves around the surprising resilience of the US economy and the…
It’s a Bull Market You Know?
by William (Bill) H. Gross There was a reminder recently by Josh Brown, the excellent market strategist on…
Just When We Recalibrated, Another Shock Arrived
by Jeffrey Roach, PhD, Chief Economist, LPL Financial Federal Reserve Chair Jerome Powell said last month’s decision to…
Jurrien Timmer: The Broadening Broadens Abroad
by Jurrien Timmer, Director of Global Macro, Fidelity Investments The Broadening Broadens Abroad Week of September 30, 2024…
What Will Fed Rate Cuts Mean for the U.S. Dollar?
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd How will the U.S. dollar respond…
Welcome to the Benjamin Button economy
by Jared Franz, Economist, Capital Group In the 2008 movie, The Curious Case of Benjamin Button, the title character…
