Section
Economy
4448 posts
Markets Resilient Despite Tariff Turmoil
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
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...
Don’t Watch “Cash on the Sidelines”
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios As we have written…The…
Capital Group's Carl Kawaja on Policy Risk, Flexibility, Focus, and Finding Tomorrow’s Gold
In a rapidly shifting global landscape, investors are faced with an unrelenting challenge: how to distinguish true opportunity…
Defense and Discipline: How to Stay Calm in Unruly Equity Markets
by Kent Hargis, Chief Investment Officer—Strategic Core Equities, AllianceBernstein A well-planned defensive strategy can position equity portfolios to…
Market Outlook: A Bumpy Path
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman Markets have been stumbling over tariff plans,…
From Tariffs to Turmoil: How Trump's Trade War Is Backfiring
by Hubert Marleau, Market Economist, Palos Management April 25, 2025 Last week, I wrote: ‘The U.S. does not…
Bearish Investor Sentiment Eases, but So Do the Bulls
by George Smith, Portfolio Strategist, LPL Research Additional content provided by John Lohse, CFA Recent Survey Results The…
Shifting Liquidity Dynamics a Potential US Equity Headwind
by Robert M. Almeida, Global Investment Strategist, MFS Investment Management The post-global financial crisis tailwinds of ample liquidity,…
Global Economic Outlook: The Great Wall
by Carl Tannenbaum, Vaibhav Tandon, Ryan Boyle, Northern Trust President Trump has been a vocal admirer of China’s…
Above the Noise: Policy uncertainty persists
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Timing the market - The market’s best days almost…
Powell Downplays Progress, Risks Becoming Trump’s Scapegoat
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
The Death Cross And Market Bottoms
by Lance Roberts, RIA In financial markets, few technical patterns generate as much attention and anxiety as the…
Jurrien Timmer: Twilight of The Bull
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Testing Resistance It’s now week…
Looking Both Ways Through a Cold Streak
by Cole Smead, Smead Capital Management My Father was a financial risk taker in zero-sum and negative-sum gambling…
Early Impacts of the Trade War
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
