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Markets
26789 posts
Could the trade war trigger a recession?
by BeiChen Lin, Russell Investments Key takeaways: Tariff uncertainty is continuing Canadian small-business confidence fell sharply 7.5% earnings…
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…
Liberation Day, the Mar-a-Lago Accord, and the US Dollar
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote that: “Trade wars and the end of…
The Return of the "Macro Unicorn"
Why Investors Should Brace for a Break in the Old Rules “There are decades where nothing happens; and…
This Global Insurance Giant Just Crushed the Market — Up 37% YTD and Climbing
by SIACharts.com Today, we are reviewing another name from the SIA International ADR Index Report, Prudential PLC ADR…
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…
“Wait and Worry” or “Wait and See”?
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman U.S. consumers aren’t happy, but U.S. executives…
Thinking about market timing?
by Mike Smith, Russell Investments Key Takeaways: Market timing is difficult and not the type of behavior we…
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…
Global Rally, U.S. Stall: Is China the New Market Leader?
by SIACharts.com Year-to-date, U.S. markets have experienced mixed results, with major indices like the S&P 500 (SPX.I) and…
Return Stacking: Diversification Without Sacrifice
Listen on The Move Is it possible to enhance diversification without sacrificing returns? In this episode of…
A call to more arms: Sparking a European industrials revival
by Amit Dholakia, CFA, Senior Investment Analyst, Franklin Mutual Series Franklin Mutual Series sees increasing opportunities in European…
Denise Chisholm: Extreme Moves, Rare Signals & What's Next?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Markets are built on uncertainty, but some weeks…
The Twilight of U.S. Shale and the Coming Energy Windfall
The world is waking up to an inconvenient reality: the shale revolution is ending. The relentless march of…
