Section
Trade
64 posts
The Good, the Bad and the Ugly
by Hubert Marleau, Market Economist, Palos Management February 7, 2025. Last week, I ended my essay with this…
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...
Northern Exposure
by Carl R. Tannenbaum, Chief Economist, Northern Trust Tariffs could upend the U.S. auto and energy sectors. A…
Tariff Time
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments The only certainty in this noisy headline driven…
A Pivotal Week: Tech Shift, Fed Patience, Tariff Turbulence
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
DB's George Saravelos: Markets “severely underpriced” the risk of renewed trade war
In a stunning escalation of trade tensions, the Trump administration has announced sweeping tariffs covering 44% of total…
JPM's David Kelly–Navigating 2025: Out of the Storm, Into the Fog
The 2025 Investment Outlook from J.P. Morgan Asset Management, led by Chief Global Strategist David Kelly, provides a…
What to Watch for in 2025: Productivity, Immigration and the Dollar
by Hubert Marleau, Market Economist, Palos Management January 1, 2025 At this time of the year, predictions about…
UBS Unpacks the Economic and Investment Outlook for 2025
The UBS Chief Investment Office report, helmed by Paul Hsiao and Jason Draho, Ph.D., offers a comprehensive macroeconomic…
Borderline Reality: U.S. Tariff Threat Looms Over Canada’s Economic Backbone
"Tariffs rarely provide sustained net economic benefits, especially in closely integrated countries like Canada and the U.S." –…
Trump 2.0 and the Semiconductor Supply Chain
by Yan Taw (YT) Boon, Head of Thematic – Asia, Neuberger Berman Donald Trump’s re-election could accelerate efforts…
Will U.S. Tariffs Rain on Canada’s Equity Parade?
by Mike Archibald, Portfolio Manager, AGF Investments Canada's Investment landscape has largely improved this past year and we…
Five Investing Impacts of a Trade War
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
What It Takes to Win Elections, According to Former Canadian PM Stephen Harper
by Frank Holmes, CEO, CIO, U.S. Global Investors Last week, at the North American Blockchain Summit in Dallas,…
Trade Policy: More Sticks Than Carrots
by Vaibhav Tandon, Senior Economist, Northern Trust Tougher stances on trade are a point of bipartisan agreement. Rewards…
Tea-conomics
by Carl Tannenbaum, Chief Economist, Northern Trust The tea trade has lessons for today’s global commerce. My father…
