Section
Economy
4455 posts
Trade War and Peace: Which Markets Are Most At Risk
by Jeffrey Kleintop, Senior Vice President and Chief Global Investment Strategist, Charles Schwab & Co., Inc. Key Points…
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...
What Economic Recovery? Half of U.S. Companies Are Losing Money
by Baruch Lev, via Knowledge Leaders Capital Baruch Lev is the Philip Bardes Professor of Accounting and Finance…
Gary Cohn Resigns: The Other Shoe Has Dropped
by Brad McMillan, CIO, Commonwealth Financial Network Yesterday, I wrote that the markets were likely to continue to…
Bank of Canada Stands Down on Rate Hike, Citing Trade Risk and Soft Housing
The Bank of Canada decided to stand pat on rates this month, citing global trade policy risk, and…
Inflation and the Stock Market
by Eddy Elfenbein, Crossing Wall Street Here’s an update to a study I’ve done before. I wanted to…
Are US Stocks Disconnected from Earnings? - Context
by Equities, AllianceBernstein There’s a curious anomaly in the US stock market. Shares of highly profitable companies have…
Tom O'Gorman, In Depth: On Canada, the Bond Market, Central Banks, the Fed, Interest Rates, China, and What to do
We recently chatted with Tom O'Gorman, Senior Vice President, Director of Franklin Bissett Fixed Income, at Franklin Bissett…
What the Steel and Aluminum Tariffs Mean for Your Investments
by Brad McMillan, CIO, Commonwealth Financial Network Yesterday, President Trump announced that the U.S. will be imposing tariffs…
Niels Jensen: An Inflationary Bust Or …?
by Niels Jensen, Absolute Return Partners LLP Events of recent weeks suggest that we have now entered the…
Webcast Replay – Federal Budget 2018: What you need to know
Watch now! Yesterday, Fidelity Investment Canada's tax and retirement experts, Peter Bowen and Marlena Pospiech conducted a live…
With Target-Date Funds, History Does Repeat - Context
by Jennifer DeLong, AllianceBernstein Target-date funds played a big part in helping defined contribution (DC) plan participants stay…
Franklin Bissett's Tom O'Gorman: Is the bond market right about the economy?
We recently chatted with Tom O'Gorman, SVP, and Portfolio Manager, Fixed Income, at Franklin Bissett Investment Management. Via…
Inflation Fears Are Overdone (again)
by Scott Brown, Ph.D., Economics, Raymond James Recent stock market volatility was partly blamed on fear that inflation…
Quality Control: Three Questions for Stocks in a Changing World - Context
by Equities, AllianceBernstein Finding high-quality companies is an essential component of many equity strategies. But with revolutionary forces…
Passive Investing Hurts Emerging-Market Debt Investors - Context
by Equities, AllianceBernstein Think emerging-market debt (EMD) might as well be managed passively? Think again. Over the last…
