Section
Trade
239 posts
Beyond the Commodity Cycle
A white paper on the investment case for global resource companies in 2026.
Growth Holds, But the Tails Are Fat
In their October 2026 Cyclical Outlook 1, PIMCO Managing Director and Economist Tiffany Wilding and Chief Investment Officer…
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.
Stable but Not Strong: AllianceBernstein's Q4 2026 Global Macro Outlook
The global economy enters the fourth quarter of 2026 on a foundation that is resilient but uneven, energy-pressured…
Markets at the Crossroads: What J.P. Morgan's 4Q 2026 Guide Tells Advisors Now
J.P. Morgan Asset Management's latest Guide to the Markets 1 (U.S., 4Q 2026, as of September 30, 2026)…
Scarcity in a World of Competing Abundances
The BlackRock Investment Institute's Q4 2026 Global Outlook1 arrives at a moment when the most consequential forces shaping…
The Architecture of Currency Markets: What Advisors and Investors Need to Know
The foreign exchange market is the largest financial market on Earth, and also one of the most misunderstood.…
The Sea as a Theatre of War: What Maritime Risk Means for Markets
The conversation about global trade disruption has been dominated by tariffs for several years. A new report from…
Taking the punchbowl away from the party
by Richard Bernstein, Global Head of Macro & Customized Investing, Janus Henderson The U.S. economy remains stronger than many investors…
Stock Market’s Wall of Worry Gets Taller
LPL Research explores how geopolitical tensions, higher interest rates, and AI investment are adding to the stock market’s wall of worry.
Trade Risks, Rising Costs, and the AI Inflection: What's Changed and What Hasn't
When President Xi Jinping arrived in Washington last week for his first state visit in a decade, markets…
Canada's Inflation Test: Insurance, Not a Cycle
In September, three of the four major developed market central banks raised rates. The European Central Bank, the…
50% Tariffs or TACO Tuesday? What Canadian Advisors Need to Know Before January 1
When Canada woke up to news of new 50% tariffs on its goods entering the United States, the…
Data Centre Backlash, Oil's Return, and the Consumer on the Edge
Sadiq Adatia, Chief Investment Officer at BMO Global Asset Management, addresses three compounding pressures on markets in his…
The One Thing We Haven't Talked About
by Ed D'Agostino, Global Macro Update, Mauldin Economics “Economic progress is the work of the savers, of the…
Looking Back, Looking Ahead (September 7, 2026)
The Bond Market Is Talking. Is Anyone Listening? The week ahead arrives with a cluster of data points…