Section
Economy
4448 posts
Howard Marks: Nobody Knows (Yet Again)
by Howard Marks, Vice-Chairman, Oaktree Capital On Monday, September 15, 2008, shortly after the close of the New…
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...
Sonders: Upside Down(side): Markets' Wild Rides
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Markets have had…
A Week Of Whiplash
by Carl Tannenbaum, Chief Economist, Northern Trust The reciprocal reprieve does not alter the tectonic shift in the…
Neuberger Berman: Q2 2025 Equity Market Outlook
by Neuberger Berman While surging tariffs and a hard sell-off have sown uncertainty, we expect negotiations to bring…
Thank You Jamie Dimon & Bill Ackman for the Volte-Face
by Hubert Marleau, Market Economist, Palos Management April 5, 2025. Last week, I wrote: “A reader reminded me…
The Market’s Settling Down—But This Sector Is Just Getting Started
by SIACharts.com With the US stock market finally appearing to calm down from its violent gyrations—where the bullish…
Will high tariffs push the US into recession?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Base case - There could be a stalemate…
Recalibrating for Higher Risk Without Overcorrecting
by Anwiti Bahuguna, Ph.D., Portfolio Manager, Northern Trust We’re adjusting our stance in response to rising risk while…
India Breaks Away From the Pack: The Only Major Market Rising While Global Equities Sink
by SIACharts.com In the latest monthly performance of global ETFs, India clearly stood out as the top performer,…
Tariff Pause Brings One-Day Relief Rally–Largest Since '08
by Paul Eitelman, Russell Investments Key takeaways President Trump pressed pause on reciprocal tariffs for 90 days with…
Making sense of Treasury jitters
by Stephen Dover, CFA, Head of Franklin Templeton Institute, Larry Hatheway, Global Investment Strategist, Rick Polsinello, Senior Market Strategist Following…
Elbows Up: Fidelity's Strategic Pivot Amid US Policy Uncertainty | Ilan Kolet on Global Outlook
Listen on The Move Summary In this timely episode of Insight is Capital, Pierre sits…
The World’s Most Dangerous Game of Chicken
by Nick Mersch, CFA, Associate Portfolio Manager, Purpose Investments People thought Trump was playing 4D chess. Instead, he’s…
Push It to the Limit
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Well, this was a week. In financial markets,…
Tariffs, Tensions, and Trade Troubles: Randall Bartlett Unpacks the Economic Outlook for Advisors
As the dust settles on another round of trade turbulence between Canada and the United States, following the…
