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ETFs
6211 posts
Why the Geopolitical Climate Remains a Focus for Investors in 2025
by Greg Valliere, Chief U.S. Policy Strategist, AGF Investments Wars in the Mid-East & Ukraine remain potential hot spots…
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...
Fixed Income Macro Views: The return of (trade) policy uncertainty
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income economists…
The Yen Strikes Back: How Japan’s Rate Moves Are Reshaping Global Markets
by SIACharts.com On July 31, 2024, the Bank of Japan raised its key interest rate to 0.25%, up…
Above the Noise: Red wave, tariff uncertainty, and government spending
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Yay or nay? - We’re seeing vastly different interpretations…
Jurrien Timmer: Animal Spirits (Dec. 3, 2024)
by Jurrien Timmer, Director of Global Macro, Fidelity Investments December 3, 2024 A Thanksgiving Worth Giving Thanks for…
The Return of Policy Risk
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. We believe 2025 will be…
Three Ways Investors Can Capitalize on Election-Driven Rate Volatility
by Gershon Distenfeld, CFA, Faid Malik, and Monica Carlson, AllianceBernstein Investors in US fixed-income markets may want to…
Credit Spreads: The Markets Early Warning Indicators
by Lance Roberts, RIA Credit spreads are critical to understanding market sentiment and predicting potential stock market downturns.…
Jurrien Timmer: Sunny Skies (11.26.24)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company I just returned from Scottsdale,…
What Happens After the Top 10 Stocks Outperform?
by AllianceBernstein U.S. Equity Research For most of the last two years, the 10 largest US stocks have…
Don’t Forget the Lags
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios In our lifetimes, the…
“Trumpflation” Risks Likely Overstated
by Lance Roberts, RIA With the re-election of President Donald Trump, the worries about tariffs and pro-business policies…
Small Caps: What You Don't Know But Should
by Raheel Siddiqui, Senior Investment Strategist, Neuberger Berman Small cap stocks span a wide range of characteristics and…
Why the Trump Trade May Be More Complicated Than Some Investors Think
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. AGF’s CEO and Chief Investment…
How much cash is really on the sidelines?
by Dan Suzuki, CFA, Deputy CIO, Richard Bernstein Advisors The $7 trillion in money market assets is just…
