Section
Trade
89 posts
Tariff Turbulence: Why Volatility is a Catalyst, Not a Crisis
Based on a conversation1 between David Richardson, Head, Enterprise Strategy, RBC Global Asset Management, and Stuart Kedwell, CFA,…
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...
Quick Thoughts: The end of the free trade era
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Why the new Trump tariffs…
Staying focused through tariff uncertainty and market jitters
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US stocks - Uncertainty contributed to a significant…
Inflation, the Fed, and the Markets
by Brian S. Wesbury ā Chief Economist & Robert Stein, CFA ā Deputy Chief Economist, First Trust Portfolios…
Growth Stocks Lead Selloff Amid Trade Fears
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Above the Noise: Will policy uncertainty harm the US economy?
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Price of uncertainty - While the setup was good…
Tariffs, Trade, and Transformation: The New Normal for the Global Economy
Capital Groupās Jared Franz and David Polak dissect the shifting sands of U.S. trade policy, the evolving role…
Trade: The Most Beautiful Word in the Dictionary
by Ben Inker Co-Head, Asset Allocation, and John Pease, Asset Allocation Team, GMO LLC The global trade situation…
Trump, Powell & Rates: The Pre-April 2nd Edition
by Kevin Flanagan Head of Fixed Income Strategy & Samuel Rines Macro Strategist, Model Portfolios, WisdomTree Key Takeaways…
Confidence Shaken, But Not Yet Spent: RBC Economists Decode the Resilienceāand RisksāIn Canadian Consumer Behaviour
Despite cratering consumer confidence, Canadian shoppers have yet to fully close their wallets. Thatās the key takeaway1 from…
A Future Uncertain: Recession Coming?
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Recession fears have…
Fighting the trade wars: 3 strategies for investors
by Kathrin Forrest, Equity Investment Specialist, Capital Group The ongoing trade war launched by the United States against…
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…
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…
