Section
Policy
202 posts
The Threat To Fed Independence
A compromised central bank will bring long-lasting risks.
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...
State Capitalism is Risky Business
by Hubert Marleau, Market Economist, Palos Management Frederic Bastiat was a French economist known for advocating free markets…
CRM3 (TCR)āMore than compliance: It's Your Chance to Define Your Value.
Listen on The Move CRM3 (Total Cost Reporting) isnāt just another compliance box to checkāitās the biggest…
More Than Compliance: Why CRM3 Is a Pivotal Trust Opportunity for Advisors
Canadian wealth management is about to undergo a seismic shift. CRM3ābetter known as Total Cost Reporting (TCR)āisnāt a…
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.
Stablecoins: Uncle Samās New Best Friend... or Riskiest Gamble?
In the face of rising national debt, growing āfiscal 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. Canāt Afford to Ignore the Fiscal Warning Signs
Thereās no shortage of people warning about Americaās debt problem. The real question isāwhy now? Why is this…
Canadaās Trade Deficit ShrinksāBut Tariff Turbulence Still Looms
For Canadian exporters, the past few months have felt like a game of dodgeballāonly the balls are tariffs,…
Big Bill Promises Big Bills
OBBBA sets a path for more borrowing ahead.
Beyond the Bluster: Rethinking Trumpās Trade Tactics
What if the tariffs werenāt just political theater, but part of a calculated economic strategy? A closer look at Torsten SlĆøkās 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, itās 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.
āBig Beautiful Billā brings fiscal concerns
by Invesco Global Market Strategy Office Key takeaways Fiscal fears - Fiscal fears dominated the market last week…
