Section
Policy
204 posts
The Shutdown Showdown
by Brian S. Wesbury â Chief Economist & Robert Stein, CFA â Deputy Chief Economist, First Trust Portolios…
Prepare, Donât Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonât come down anytime soon, and the growing correlation between stocks and bonds...
From US Exceptionalism to Canadian RealismâFidelity's Global Recalibration | Ilan Kolet
Listen on The Move âThings are priced for perfectionâbut the world isnât perfect.â â Ilan Kolet What…
The Threat To Fed Independence
A compromised central bank will bring long-lasting risks.
State Capitalism is Risky Business
by Hubert Marleau, Market Economist, Palos Management Frederic Bastiat was a French economist known for advocating free markets…
More Than Compliance: Why CRM3 Is a Pivotal Trust Opportunity for Advisors
Canadian wealth management is about to undergo a seismic shift. CRM3âbetter known as Total Cost Reporting (TCR)âisnât a…
CRM3 (TCR)âMore than compliance: It's Your Chance to Define Your Value.
Listen on The Move CRM3 (Total Cost Reporting) isnât just another compliance box to checkâitâs the biggest…
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 Samâs New Best Friend... or Riskiest Gamble?
In the face of rising national debt, growing âfiscal 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. Canât Afford to Ignore the Fiscal Warning Signs
Thereâs no shortage of people warning about Americaâs debt problem. The real question isâwhy now? Why is this…
Canadaâs Trade Deficit ShrinksâBut Tariff Turbulence Still Looms
For Canadian exporters, the past few months have felt like a game of dodgeballâonly the balls are tariffs,…
Big Bill Promises Big Bills
OBBBA sets a path for more borrowing ahead.
Beyond the Bluster: Rethinking Trumpâs Trade Tactics
What if the tariffs werenât just political theater, but part of a calculated economic strategy? A closer look at Torsten Sløkâs 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, itâs getting harder for investors…
