Section
Policy
198 posts
Stocks Sailing Smoothly Through Policy Crosscurrents So Far
LPL Research examines recent stock performance in the face of changing and unexpected policy decisions by the current administration.
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...
Stablecoins: Uncle Sam’s New Best Friend... or Riskiest Gamble?
In the face of rising national debt, growing ‘fiscal dominance' shrinking foreign appetite for U.S. Treasuries, and growing geopolitical headwinds, Washington has turned to an unlikely financial ally: stablecoins.
Debt, Defense, and Denial: Why the U.S. Can’t Afford to Ignore the Fiscal Warning Signs
There’s no shortage of people warning about America’s debt problem. The real question is—why now? Why is this…
Canada’s Trade Deficit Shrinks—But Tariff Turbulence Still Looms
For Canadian exporters, the past few months have felt like a game of dodgeball—only the balls are tariffs,…
Big Bill Promises Big Bills
OBBBA sets a path for more borrowing ahead.
Beyond the Bluster: Rethinking Trump’s Trade Tactics
What if the tariffs weren’t just political theater, but part of a calculated economic strategy? A closer look at Torsten Sløk’s provocative thesis.
"Impossible but Inevitable": What the 'One Big Beautiful Bill' Means for Markets and Foreign Investment
In the latest episode of The Open Outcry1, BMO Global Asset Management's Head of ETF & Alternatives Strategy,…
Market Ethos: Trimming America
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Last week was yet another one cementing the…
The Exceptional Case of U.S. Markets Underperformance
With global headlines bouncing between trade tensions, inflation worries, and surprise economic data, it’s getting harder for investors…
Bigger yard, higher fence?
Brandywine Global: The interplay between policy-driven trade realignments, cyclical relative growth shifts, structural capital flow adjustments, and relative currency valuations could open new avenues for alpha generation in emerging markets.
‘Big Beautiful Bill’ brings fiscal concerns
by Invesco Global Market Strategy Office Key takeaways Fiscal fears - Fiscal fears dominated the market last week…
Just Say No to Drugs
by William Smead, CIO, Smead Capital Management Dear fellow investors, In the aftermath of the influx of illegal…
All Clear—or the Eye of the Hurricane?
How 3Edge Thinks Investors Should Navigate Today’s Crosscurrents As the S&P 500 claws back its early-year losses and…
Trump Time, Trade Tensions, and Tech Triumphs: CI GAM’s Peter Hofstra on What’s Moving North American Markets
Markets in April might have treaded water, but behind the flat returns lies a storm of geopolitical, economic,…
The 'Trump Put' & How ETFs are Shaping Wild Markets
Can one word from a U.S. president really move markets by 8% in two hours? Bloomberg’s Eric Balchunas…
