Section
Trade
160 posts
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…
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...
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 Group’s 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 Resilience—and Risks—In Canadian Consumer Behaviour
Despite cratering consumer confidence, Canadian shoppers have yet to fully close their wallets. That’s 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 Institute 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: “With 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…
Quick Thoughts: Risk vs. uncertainty
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Weaker US economic data is…
Another Week, Another Tariff Update
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Is this not becoming exhausting? Tariffs on, delayed,…
Tariff tantrum: Are portfolio changes needed?
by BeiChen Lin, Russell Investments Key takeaways: Canada and Mexico are striking a careful balance in retaliating against…
The Stagflation Threat: Why Consumers, Traders, and Investors Are Sounding the Alarm
by Hubert Marleau, Market Economist, Palos Management February 28, 2025. I ended last week’s commentary by saying that…
