Section
Trade
160 posts
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…
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...
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…
Trade War 2.0: Should Investors Prepare?
by Jeffrey Kleintop, Chief Global Market Strategist, Charles Schwab & Company Potential for another trade war fueled by…
5 views on tumbling markets
by Jared Franz, Gerald Du Manoir, Chris Buchbinder, John Queen & Steve Watson, Capital Group With global equity…
The View From Canada
by Carl Tannenbaum, Chief Economist, Northern Trust Risks to the global outlook are ever-present and ever-changing. Editor’s Note:…
The U.S. Tries To Close a Trade Loophole
by Ryan Boyle, Senior Economist, Northern Trust Metals from Mexico may have a much further point of origin.…
Doomberg: Separating Fact from Fiction
Listen on The Move The head of the Doomberg team, maestros at deciphering the complex symphony of the…
Temper Your Enthusiasm: Near-Shoring Progress Might Be Slower Than Investors Think
by Regina Chi, CFA®, Vice-President and Portfolio Manager, AGF Investments Inc. Business trends – or, more precisely, expectations about…
From Inflation Reduction To Trade Friction
by Ryan James Boyle, Senior Economist, Northern Trust America's subsidies for domestic EVs have created new tensions with…
Costs and Benefits of Sanctions
by Vaibhav Tandon, Senior Economist, Northern Trust A more integrated global economy is making sanctions less effective. A…
The “Bullwhip Effect” Will Frustrate The Fed
by Lance Roberts, RIA The “Bullwhip Effect Originally Published At The Epoch Times The “Bullwhip Effect” has gotten…
