Section
Foreign Policy
21 posts
The Sword of Damocles Over the Global Economy
by Ed d'Agostino, COO, Mauldin Economics I sat down with Jacob Shapiro this week, my go-to expert on all things…
Markets in 2026: Full Speed Ahead—With Eyes Wide Open
by Jeff Blazek, CFA, Co-CIO, Multi-Asset Strategies, Neuberger Berman When everything seems to be going right, that is…
Markets take a wait-and-see approach to US action in Venezuela
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Stock markets - Stocks largely took the Venezuela news…
Assessing Venezuela Oil Supply Risks
by Hakan Kaya, PhD, Senior Portfolio Manager, Neuberger Berman The dramatic U.S. intervention in Venezuela has raised expectations…
Resilient Markets, Resource Rethinks, and the New Relevance of Canada
AGF's Mike Archibald, Portfolio Manager, John Christofilos, Chief Trading Officer, Pulkit Sabharwal, Research Analyst, and David Pett, Producer, weigh in on oil, commodities, geopolitics, and Canada's evolving role in global capital flows.
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Tariffs, Treasuries, and Triumphs: A Breakneck Week in the Markets
by Hubert Marleau, Market Economist, Palos Management November 29, 2024 The Palos Macroeconomic Commentary will be off for…
Walls of Worry
by Carl R. Tannenbaum, Chief Economist, Northern Trust Geopolitical stress is economically costly. I heard quite a commotion…
Why Central Banks AND Geopolitics Demand the Attention of Investors
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. There’s a lot more than…
Hugh Hendry: How to make the 'Debt Ceiling' and 'Supply' problem disappear?
Hugh Hendry joined us for over an hour earlier this year in what was an amazing conversation about…
It Won’t Be So Easy Next Time For Russia, But for Now There’s No Clue On What’s Going To Happen
by Hubert Marleau, Market Economist, Palos Management I have a very limited knowledge of power politics and foreign…
Som Seif: Is The Trade War For Real?
Our recent conversation with Som Seif, CEO, Purpose Investments, continues. Som weighs in on the U.S./Canada and U.S./China…
Ray Dalio: The Shift in Ideologies
... excerpted from Ray Dalio, Chairman, CIO, Bridgewater Associates L.P. The Shift in Ideologies As far as the…
Brexit: How Extreme are Market Levels?
by Mike Amey, PIMCO As we start the first full trading week after the UK’s historic vote to…
George Soros: Brexit and the Future of Europe
Brexit and the Future of Europe by George Soros, via Project Syndicate June 25, 2016 NEW YORK –…
Debt-To-GDP Ratios Demand Debt Jubilee
Debt-To-GDP Ratios Demand Debt Jubilee by Jeff Nielson, Sprott Money February 24, 2015 In the 1980’s; Canada was…