Section
Policy
197 posts
And now comes the hard part
by Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Trump’s first 100 days…
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...
Above the Noise: Policy uncertainty persists
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Timing the market - The market’s best days almost…
When Policy is The Problem: Uncertainty as Macroeconomic Shock Doctrine
In a sweeping new report, Goldman Sachs’ US Economics Research team—led by Jan Hatzius, Jessica Rindels, Manuel Abecasis…
The US Needs to Regain Credibility
by Hubert Marleau, Market Economist, Palos Management April 18, 2025 Last week, I wrote: “Trump said that he…
Doomberg: Policy Uncertainty is the New Systemic Risk
Listen on The Move What happens when political ambition trumps economic reality? Doomberg lays it bare. In…
The Trump Put Reloaded: When One Word Wags the Market
It took just one word. “Pause.” Not “rescind,” not “repeal,” not “reverse.” Just a fleeting, monosyllabic lull in…
Sonders: Upside Down(side): Markets' Wild Rides
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Markets have had…
Thank You Jamie Dimon & Bill Ackman for the Volte-Face
by Hubert Marleau, Market Economist, Palos Management April 5, 2025. Last week, I wrote: “A reader reminded me…
Tariff Pause Brings One-Day Relief Rally–Largest Since '08
by Paul Eitelman, Russell Investments Key takeaways President Trump pressed pause on reciprocal tariffs for 90 days with…
Elbows Up: Fidelity's Strategic Pivot Amid US Policy Uncertainty | Ilan Kolet on Global Outlook
Listen on The Move Summary In this timely episode of Insight is Capital, Pierre sits…
Above the Noise: Will policy uncertainty harm the US economy?
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Price of uncertainty - While the setup was good…
Fighting the trade wars: 3 strategies for investors
by Kathrin Forrest, Equity Investment Specialist, Capital Group The ongoing trade war launched by the United States against…
Canada at the Crossroads: How the Trade War is Reshaping the 2025 Election
It is said that history does not repeat itself, but it often rhymes. With the looming shadow of…
Another Week, Another Tariff Update
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Is this not becoming exhausting? Tariffs on, delayed,…
NBI CIO Martin Lefebvre: Conflicting Forces
The market may look stable on the surface, but beneath it lies a swirling storm of conflicting forces.…
