Section
Economy
4448 posts
When the dust won’t settle
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income economists…
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...
Is the US headed for a drop in GDP growth?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Gross domestic product (GDP) - A key economic…
Reprieve Sans Relief - The Tariff-Stock Market
by Hubert Marleau, Market Economist, Palos Management March 7, 2025 The Tariff-Stock Market I ended last week’s Commentary…
Tariff tantrum: Are portfolio changes needed?
by BeiChen Lin, Russell Investments Key takeaways: Canada and Mexico are striking a careful balance in retaliating against…
Bearish Sentiment Surges As If The Market Just Crashed
by Lance Roberts, RIA Investor’s bearish sentiment has surged to levels that generally align with previous market corrections…
Jurrien Timmer: Chaos & Order (Week of 03/03/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Things seem kind of chaotic…
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...
The “Trump Put”
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Following Trump’s election win, the markets rejoiced, partly…
The (Not So) Magnificent Seven?
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Heightened economic uncertainty—propelled…
Why the Only Certainty in Financial Markets Right Now is Uncertainty
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. For every potential positive the…
On My Mind: Markets getting wobbly?
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO…
Above the Noise: Investing through ambiguity
by Brian Levitt, Global Market Strategist, Invesco Key takeaways US inflation - Indicators suggest that inflation is likely…
Tariff Uncertainty Weighs on Markets as Growth Slows
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Brian Wesbury: Recession Alert?
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
3 views on where to invest under Trump 2.0
by Jared Franz, Richmond Wolf, Chitrang Purani, Capital Group One month into President Trump’s second term, investors are…
