Section
Policy
228 posts
What Stocks Have Done Under a Republican President and a Democratic Congress
by Frank Holmes, CEO, CIO, U.S. Global Investors Tuesday’s midterms were one for the history books. Democrats won…
The Blue Tsunami
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “A Blue Wave is inevitable, but whether…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
When Steady Growth Isn't Enough: Goldman Sachs Flags a Building Storm of Downside Risks
Goldman Sachs Chief Economist Jan Hatzius opened his October 26 Global Views research note1 with an observation that…
Gridlock as Catalyst: The Presidential Cycle Case for a Stronger 2027
While political campaign season reliably floods the airwaves with warnings about existential stakes, Confluence Investment Management's Thomas Wash…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Midterm Market Effect
Franklin Templeton Institute’s Chris Galipeau examines historical market performance under a Republican US president and different compositions of Congress.
The Home Straight: Yields, Earnings, and the AI Economy in Focus
Deutsche Bank Research's September 2026 Monthly Chartbook, "The Home Straight,"1 arrives at a moment of unusual clarity and…
China's Gold Chase: Strategy, Not Speculation
When Chinese President Xi Jinping tells Spanish Prime Minister Pedro Sánchez that "the international order is crumbling into…
Denise Chisholm: The Midterm Effect - And Its Limits
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The four-year presidential cycle is one of the…
Canada’s Economic Woes
Canada’s paths to growth have frozen.
W’s to V’s: Dip-buying in Market Recoveries
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments Pavlovian conditioning, discovered by giving dogs…
Modest Government Spending Shrinkage
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios The federal government is…
Trump and the Global Chessboard
by Samuel Rines, Macro Strategist, Model Portfolios, WisdomTree ey Takeaways Current geopolitical tensions are unlikely to evolve into…
The Global Oil Complex and the War of Regime Change
by Hubert Marleau, Market Economist, Palos Management Contrary to adversaries, who called the prediction markets run by Kalshi…
How U.S. midterm elections may affect markets
by Matt Miller and Chris Buchbinder, Capital Group With everything happening in the world — from the U.S.…
The Order Is Rapidly Fadin’
by Ed d'Agostino, COO, Mauldin Economics Every so often, a single word surfaces and cuts through the noise. If…