Section
Policy
202 posts
Lumber Dispute Is One U.S. May Not Win
The U.S. relies on Canadian softwood lumber for home-building supplies, so is raising tariffs against their northerly neighbor…
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...
The Trump Tax Plan: What You Need to Know
The Trump Tax Plan: What You Need to Know by Brad McMillan, CIO, Commonwealth Financial Network The big…
Byron Wien: Winning is Easy, Governing is Hard
by Byron Wien, Blackstone Donald Trump swept into office on a populist wave. His promise of greater growth…
Echo Chamber
by Michael Lebowitz, 720 Global Research Since the U.S. economic recovery from the 2008 financial crisis, institutional economists…
When the Chair Speaks, the Market Listens
by Ryan Detrick, LPL Research Ask fixed income investors what keeps them up at night, and they might…
Fed Up – A Look Behind the Curtain
by Michael Lebowitz, 720 Global Research Danielle DiMartino Booth, a former Dallas Federal Reserve official, released a new…
(Rebel) Yellen
by Scott Brown Ph.D., Chief Economist, Raymond James Fed Chair Janet Yellen will present her monetary policy testimony…
Is Trump's 'Red Meat' the Right Long-Term Diet?
by Neil Dwane, Allianz Global Investors Within hours of assuming office, Donald Trump began issuing executive orders to…
Elections in Europe could mean investment opportunity
Elections in Europe could mean investment opportunity by Matt Dennis, Senior Portfolio Manager, Invesco Ltd. Invesco Canada A brimming…
Political Turmoil Could Restrain Market in 2017
by Brad McMillan, CIO, Commonwealth Financial Network As we approach the end of the beginning of the year,…
Keep one eye on the market, the other on policy change
by Douglas Drabik, Fixed Income, Raymond James Interest rates inched up last week 8bp to 10bp 5 years…
The Illusions Driving Up US Asset Prices
by Robert Shiller, Yale University, via Project Syndicate NEW HAVEN – Speculative markets have always been vulnerable to…
China Check In
by Matthew Peterson, Chief Wealth Strategist, LPL Financial KEY TAKEAWAYS § China looms large at the beginning of…
The Source of Uncertainty
by David Blitzer, Chairman of the Index Committee, S&P Dow Jones Indices In 2017 politics, not economics will…
2017 Outlook: Focus Shifts to Fiscal Policy & Populist Politics
by Neil Dwane, Allianz Global Investors As the markets close the books on another tumultuous year, investors should…
