Section
Trade
221 posts
What the new Section 338 tariffs mean for the U.S. and Canada
by BeiChen Lin, CFA, CPA, Director, Head of Canadian Strategy, Russell Investments Key takeaways Trade talks between Canada…
Section 338 and the Next Phase of the Trade War: What RBC Economics Sees Coming
The U.S.-Canada trade conflict has entered a new chapter, and the terms are notably less ambiguous than before.…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Inflation Regime Has Changed. Has Your Portfolio?
HSBC Asset Management's multi-perspective report, "Investing Across a New Inflation Regime1,” marshals a foreword by Stephen D. King,…
Canadian Inflation Edges Higher in July as Energy Costs Drive Headline, Core Holds Firm
Canadian headline inflation climbed to 3.0% year-over-year in July from 2.8% in June, but the rise tells only…
The Regime Has Changed: What Financial Markets Are Telling Us About Supply-Side Risk
A new research letter published August 10, 2026, by the Federal Reserve Bank of San Francisco is worth…
A Rare Signal: What the U.S.-Japan Currency Intervention Means for Portfolios
The yen has become a release valve. That is Bipan Rai's assessment, and the implications extend well beyond…
The Great Rotation: Momentum, Valuation, and the Emerging Opportunity Set
The investment landscape is undergoing a structural realignment — one that rewards diversification for the first time in…
The Ground Has Shifted: Meketa's Mid-Year Macro Reckoning
What began as a framework organized around four familiar themes has become something considerably more urgent. When Meketa…
The CIO's View: What Changed, What Held, What's Next? | Chhad Aul
Listen on The Move For 20 years, Canadian investors collected three free gifts they never paid for…
A Weird Cocktail
by Hubert Marleau, Market Economist, Palos Management Last week I wrote that: “Despite these brutal exchanges between the…
The Technical Backdrop: When Flows Meet a Hawkish Fed
by Lance Roberts, RIA Here’s the setup most investors are underrating right now. Over the next two weeks,…
The Inflation Squeeze - & Why the Bull Endures Despite It
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The current inflation backdrop looks contradictory on the…
Value's Moment: Canada, Tariffs, and the Case for Stock Picking
Richard Wong of Mackenzie's Cundill boutique on why valuation is back, where to find opportunity in Canada, and how to think about AI without the hype.
Bull Markets Climb Walls of Worry: Jeff Schulze's Case for Staying Invested
ClearBridge's Head of Economic and Market Research sees a resilient economy, accelerating earnings, and a labor market at historic strength — and argues that skepticism itself is the fuel that keeps bull markets running.
Market Ethos: Inflation Deja Vu?
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments Memories of the inflation spike in…