Section
Monetary Policy
1055 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...
Big Picture: Are Better Times Ahead for U.S. Treasuries?
by Jean-Sébastien Nadeau, MBA, CFA®, Co-Portfolio Manager, AGF Investments Inc. Most fixed income investors are hoping the current…
False start for inflation victory lap?
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Market Ethos November 20, 2023. Grab that bottle of…
The Weight Of High Interest Rates
by Carl Tannenbaum, Chief Economist, Northern Trust The potency of monetary policy will weigh more heavily on activity…
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…
Bond Bear Market. Is It Dead, Or Just Hibernating?
by Lance Roberts, RIA Is the bond bear market finally over? That is the question everyone is asking…
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…
Another Rate Hike Bites the Dust
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. With unanimity, the…
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…
Key Macro Charts to Watch: Global Rate Ripples: Analyzing Key Players
Alfonso Peccatiello1 critiques the European Central Bank's (ECB) decision to raise interest rates to 4%, terming it a…
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…
