Section
Trade
160 posts
Howard Marks: Nobody Knows (Yet Again)
by Howard Marks, Vice-Chairman, Oaktree Capital On Monday, September 15, 2008, shortly after the close of the New…
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...
Sonders: Upside Down(side): Markets' Wild Rides
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Markets have had…
Thank You Jamie Dimon & Bill Ackman for the Volte-Face
by Hubert Marleau, Market Economist, Palos Management April 5, 2025. Last week, I wrote: “A reader reminded me…
Recalibrating for Higher Risk Without Overcorrecting
by Anwiti Bahuguna, Ph.D., Portfolio Manager, Northern Trust We’re adjusting our stance in response to rising risk while…
Tariff Pause Brings One-Day Relief Rally–Largest Since '08
by Paul Eitelman, Russell Investments Key takeaways President Trump pressed pause on reciprocal tariffs for 90 days with…
Making sense of Treasury jitters
by Stephen Dover, CFA, Head of Franklin Templeton Institute, Larry Hatheway, Global Investment Strategist, Rick Polsinello, Senior Market Strategist Following…
Tariffs, Tensions, and Trade Troubles: Randall Bartlett Unpacks the Economic Outlook for Advisors
As the dust settles on another round of trade turbulence between Canada and the United States, following the…
Stagflation, Tariffs, and Tumbling Stocks: The Start of the Next Recession—or Best Buying Opportunity Since 2009?
by Hubert Marleau, Market Economist, Palos Management April 5, 2025 Last week, I wrote: “The bottom line is…
Trade turmoil and the case for tactical country opportunities
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton ETFs If US President Trump’s “Liberation…
Canada's Tariff Tangle: What Investors Need to Know Now
In a world increasingly defined by surprise policy shifts and geopolitical gambits, tariffs have once again become front-page…
Shock, Slack, and Strategy: Why Canadian Markets Just Hit a Turning Point
It is the kind of conversation that starts with a whisper and ends in a thunderclap. In the…
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,…
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 – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
