Section
Recession
53 posts
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…
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...
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…
Stagflation, Tariffs, and Tumbling Stocks: The Start of the Next Recession—or Best Buying Opportunity Since 2009?
by Hubert Marleau, Market Economist, Palos Management April 5, 2025 Last week, I wrote: “The bottom line is…
Inflation, the Fed, and the Markets
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
A Future Uncertain: Recession Coming?
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Recession fears have…
From Euphoria to Recession Fears Within a Month
by Hubert Marleau, Market Economist, Palos Management Last week, I ended my note to readers saying: “With almost…
The Risk Of A Recession Isn’t Zero
by Lance Roberts, RIA The risk of a recession in the U.S. is not zero. This is particularly…
2022-lite
by Michael Contopoulos, Director of Fixed Income, Richard Bernstein Advisors As we begin 2025, there are striking similarities…
Trump’s Tariff Shockwave: Derek Holt Breaks Down the Impact
Derek Holt’s Saturday Night Tariff Thrashing delivers a scathing assessment of the Trump administration’s abrupt trade war escalation.…
Dovish Drift: The BoC’s Cuts by 50 bps, Signals a More Cautious Path Ahead
"With interest rates no longer 'clearly in restrictive territory,' the central bank will take 'a more gradual approach'…
Investing in an era of flouted rules
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, BlackRock Key points An era of flouted rules: The…
Picton Mahoney Q4/24 Investment Review & Outlook: Soft-Landing Odds Improved, But Largely Priced In
by David Picton, President and CEO, & Team, Picton Mahoney Asset Management Will An Asset Bubble and/or Inflation…
Albert Edwards: "We’ll keep trying to look beneath the surface to discover the ‘truth’"
Albert Edwards' thesis of his latest report revolves around the surprising resilience of the US economy and the…
When doves yell: Fed loudly signals a September rate cut
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Dovish meeting minutes - The minutes from the…
The Inflation Has Come to an End Without a Recession
by Hubert Marleau, Market Economist, Palos Management August 16, 2024 We are now in a world where investors…
