Section
Economy
4448 posts
Quick Thoughts: Why are equity markets sinking?
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton InstituteĀ US policy uncertainties have rattled…
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...
From Euphoria to Recession Fears Within a Month
by Hubert Marleau, Market Economist, Palos Management Last week, I ended my note to readers saying: āWith almost…
Canada at the Crossroads: How the Trade War is Reshaping the 2025 Election
It is said that history does not repeat itself, but it often rhymes. With the looming shadow of…
Three Reasons weāre Overweight Japanese Equities
by Rick Friedman and John Thorndike, GMO LLC In a world of rich valuations and heightened geopolitical uncertainties,…
A Frenzied Week for Tariffs
Trade policy clarity is a long way off. by Carl Tannenbaum, Chief Economist, Northern Trust British Prime Minister…
Rebuilding resilience in 60/40 portfolios
by Jeffrey Rosenberg, Managing Director, & Team Systematic Fixed Income, BlackRock Key points Heightened fiscal, trade, and policy…
Global Markets Diverge: China and Europe Surge While U.S. Stocks Tumble
by SIACharts.com Focusing on weekly performance, several major U.S. stock market indices experienced declines over the past week.…
Quick Thoughts: Risk vs. uncertainty
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Weaker US economic data is…
Navigating Strategic and Tactical Investment Horizons: The Differences
LPL Research discusses the distinct nature of investment horizons and examines when and why strategic and tactical perspectives…
Looking Through the Volatility
by Drew O'Neil, Fixed Income, Raymond James Drew OāNeil discusses fixed income market conditions and offers insight for…
European stock markets surge as US stock market sags
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways German spending - Plans to increase defense and…
Jurrien Timmer: High Altitude (week of March 10, 2025)
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Stick with the Math Corrections and volatility are the…
Another Week, Another Tariff Update
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Is this not becoming exhausting? Tariffs on, delayed,…
Markets Struggle for Direction as Uncertainty Mounts
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
The Risk Of A Recession Isnāt Zero
by Lance Roberts, RIA The risk of a recession in the U.S. is not zero. This is particularly…
