Section
Trade
169 posts
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
by LPL Research Recently, the LPL Research team published the 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations. A…
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...
Sadiq Adatiaâs Big Shift: Betting on Whatâs Been Left Behind
When youâre the Chief Investment Officer overseeing $75 billion in assets, every move matters. Sadiq Adatia of BMO…
Global X Mid-Year Outlook: Strategies for a Shifting Market Landscape
Global X ETFs' Chris McHaney, Raghav Mehta, Brooke Thackray, Alex Smahtin, and Andrew Albrecht provide their perspectives in…
Canadaâs Trade Deficit ShrinksâBut Tariff Turbulence Still Looms
For Canadian exporters, the past few months have felt like a game of dodgeballâonly the balls are tariffs,…
Separating Signal from Noise: Strategies for Equity Growth Investors
by Thorsten Winkelmann, Chief Investment OfficerâEuropean and Global Growth Equities, & Marcus Morris-Eyton, Portfolio ManagerâEuropean and Global Growth…
What's Going OnâŚWith Inflation?
Inflation's trend has been favorable this year, but a growing conflict in Iranâcombined with already-imposed tariffsâmight put upward pressure in prices later this year.
Why the Iran Situation Is a Valuable Lesson
by Samuel Rines Macro Strategist, Model Portfolios, WisdomTree Key Takeaways There are âshort-term shocksâ and âlong-tailed risksâ from…
The Dollarâs Death Is Greatly Exaggerated
by Lance Roberts, RIA The narrative surrounding the âdollarâs deathâ as the worldâs reserve currency has been on…
CPI Cools Off for SummerâBut the Inflation Fight Isnât Over
As the weather warms up, inflation in Canada is finally showing signs of cooling downâbut only on the…
Beyond the Bluster: Rethinking Trumpâs Trade Tactics
What if the tariffs werenât just political theater, but part of a calculated economic strategy? A closer look at Torsten Sløkâs provocative thesis.
Powellâs Dilemma: Cut Too Late, or Cut Too Little?
Hubert Marleau breaks down why the Fedâs dot plot is missing the bigger macro pictureâand why the S&P 500 could still hit 6600.
Why Itâs Time to Rethink PortfoliosâFrom the Bear Up, says Picton
When markets get messy, David Picton doesnât just feel itâhe wears it. âThe bags under your eyes grow,â…
Trading Away From The U.S.?
by Vaibhav Tandon, Senior Economist, Northern Trust Global trade patterns are evolving. o anyone going through a breakup,…
2025 midyear investment outlook: The global reset
by Invesco Global Market Strategy Office Key takeaways Continued uncertainty -Â Weâre wary about precise estimates of where tariff…
The View From The Far East
by Carl Tannenbaum, Chief Economist, Northern Trust Asian economies are in the crosshairs of U.S. trade policy. There…
