Section
Monetary Policy
1055 posts
Income opportunities in an evolving investment landscape
by Ed Perks, CIO, Franklin Income Investors The investment landscape continues to evolve as the Federal Reserve responds…
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...
Whatās right with the world
by Jared Franz, Jeff Garcia & Carl Kawaja, Capital Group A daily diet of negative news can lead…
Four grey swan events that may impact markets this year
by Aly Somani, CFA, Portfolio Manager, SLGI Asset Management Inc. Recall our insights last year on "grey swans":…
Keeping an Eye on Liquidity as Risks Converge
by AJ Rivers, CFA and Lucas Krupa, AllianceBernstein The Fedās close monitoring and well-signaled tapering of QT should…
Inflation and Consumer Sentiment
by Shannon L. Saccocia, CFA, Chief Investment OfficerāPrivate Wealth, Neuberger Berman U.S. consumer sentiment has defied predictions of…
Inflation Got a Body Check in January
by Hubert Marleau, Market Economist, Palos Management February 17, 2024 The Bureau of Labor Statistics reported a 3.1%…
Will NYCB lead to another regional bank crisis?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Bank concerns On Jan. 30, concerns about regional…
The Fedās Rate Message Makes the Sidelines Risky
by Eric Winograd, Senior Vice President and Director of Developed Market Economic Research, AllianceBernstein The Fed poured cold…
Is China coming back with a bang?
by Alex Cousley & Yavor Obreshkov, Russell Investments Executive summary: Chinese equities are extremely cheap and priced for…
Why Central Banks AND Geopolitics Demand the Attention of Investors
by Kevin McCreadie, MBA, CFAĀ®, CEO and Chief Investment Officer, AGF Management Ltd. Thereās a lot more than…
Quick Thoughts: Kicking the can down the road
by Stephen H. Dover, CFA, Chief Market Strategist, Head, and Rick Polsinello, Senior Market Strategist, Franklin Templeton Institute…
Three Big Things Say āImmaculate Disinflationā is Not a Fairy Tale
by Hubert Marleau, Market Economist, Palos Management February 2, 2024 American exceptionalism may have faded, but not when…
Turbulence Ahead?
by Carl Tannenbaum, Vaibhav Tandon, Ryan James Boyle, Northern Trust Heightened volatility will complicate central banks' path toward…
A Lot of Buzz About Quantitative Tightening
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Rational Expectations and Explanations
by Hubert Marleau, Market Economist, Palos Management January 28, 2024 The Fedās open market committee will meet this…
