Section
Recession
54 posts
Preparing for the New Paradigm Facing Investors
Kim Hyland, Head of Global Institutional Relationship Management at MFS, joins MFS' Global Investment Strategist Rob Almeida in…
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...
Corporate Profits: What Gives?
by Hubert Marleau, Market Economist, Palos Management April 21, 2023 The data calendar was relatively sparse this week.…
How Terminal Is Terminal?
by Niels Clemens Jensen, CIO, Absolute Return Partners The ultimate level of interest rates is likely to be…
Banking Crisis Is How It Starts, Recession Is How It Ends
by Lance Roberts, RIA As the Fed tightens monetary policy, a banking crisis is historically the first evidence…
Will Rising Federal Debt Slow Economic Growth?
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Over the past…
Under Pressure: Fed Hikes in Face of Bank Turmoil
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Despite new threats…
Thousand-Word Equivalents
by John Mauldin, Thoughts from The Frontline, Mauldin Economics Job Openings Working Past 65 COVID Retirement Boom Investing…
A Look at the SVB's Failed Rescue Plan
Listen to this article (2:00): According to Axios Markets, on Thursday, Silicon Valley Bank announced a…
Capital Economics: SVB Collapse a Reminder of Financial Risks
by Paul Ashworth, Chief U.S. Economist, Capital Economics The latest analysis on the SVB collapse. Copyright © Capital…
Inflation, China’s reopening will help drive markets in the Year of the Rabbit
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Year of the Rabbit I’m hoping this year…
Recession Fear Investing
by William Smead, Smead Capital Management Dear fellow investors, A recession is two consecutive quarters of economic contraction.…
Are your clients prepared for a potential recession?
by Cory Christiana, Russell Investments Let’s face it, the last three years have been challenging for investors. The…
Recession Watch
by Kevin McCreadie, CEO, CIO, AGF Investments Inc. AGF’s CEO and Chief Investment Officer discusses the possibility of…
For much of the last 12 years markets have been in a Fed zombie trance...
Copyright © Larry McDonald, Bear Traps Report
A Stagflationary Shock
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, Blackrock 01 - A stagflationary shock The Russian invasion…
