Section
Monetary Policy
1055 posts
The Fed will cut rates in 2024
by Jared Dillian, MFA, The 10th Man That’s a bold prediction in the title. I believe it will…
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...
Higher Rates & A Shutdown On The Menu
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Political Gridlock but Fiscal Largesse
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman How political dysfunction undermines debt sustainability and…
The Regime of High Inflation is Over: It’s Cooling
by Hubert Marleau, Market Economist, Palos Management September 15, 2023 The US economy, like all others, is permanently…
Our Stagflationary Future
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Global economic roundup: US jobs, European manufacturing, and Chinese confidence
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US jobs The August jobs report showed that…
Inflation Expectations
by William Smead, CIO, Smead Capital Management Dear fellow investors, As the chart below shows, investors are demanding…
EMs begin to cut rates as inflation trends lower
by Kirstie Spence & Harry Phinney, Fixed Income Portfolio Managers, Capital Group Brazil’s central bank kicked off a…
MFS' Rob Almeida and Erik Weisman: A Mid-Year Conversation on the Economy
Global Investment Strategist Rob Almeida and Chief Economist Erik Weisman discuss the current state of the economy, including…
Is there a rhyme or reason in this market?
by Nick Goetze, Raymond James Nick Goetze discusses fixed income market conditions and offers insight for bond investors.…
Inflation: Better But Not Good
by Ryan Jame Boyle, Senior Economist, Northern Trust A favorable inflation report is just one step in a…
Marko Papic: War and Peace, Crime and Punishment, and... The Idiot
by Marko Papic, Chief Strategist, Clocktower Group Copyright © Clocktower Group
The Art of Being Early in Go-Anywhere Fixed Income Investing
Tristan Sones and Tom Nakamura, Co-Heads of Fixed Income at AGF Investments discuss their outlook on fixed income, and their key strategic and tactical investment ideas for today's uncertain economic climate.
Too good to be true?
by Raffaele Savi, Head of Systematic Investing & Co-Head of Systematic Active Equity, & Jeff Shen, PhD, Co-Head…
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…
