Section
Policy
197 posts
AI Mania, Trade Uncertainty, and Political Drama: What’s Next for the S&P 500?
by Hubert Marleau, Market Economist, Palos Management A Short Review January 3, 2025 Throughout last year, I maintained…
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 Future of the Inflation Reduction Act – Rhetoric vs. Reality
by Lucas White, Portfolio Manager, Focused Equity, GMO LLC Introduction Republicans have lashed out at the Inflation Reduction…
Borderline Reality: U.S. Tariff Threat Looms Over Canada’s Economic Backbone
"Tariffs rarely provide sustained net economic benefits, especially in closely integrated countries like Canada and the U.S." –…
Trump 2.0 and the Semiconductor Supply Chain
by Yan Taw (YT) Boon, Head of Thematic – Asia, Neuberger Berman Donald Trump’s re-election could accelerate efforts…
Will U.S. Tariffs Rain on Canada’s Equity Parade?
by Mike Archibald, Portfolio Manager, AGF Investments Canada's Investment landscape has largely improved this past year and we…
Why the Geopolitical Climate Remains a Focus for Investors in 2025
by Greg Valliere, Chief U.S. Policy Strategist, AGF Investments Wars in the Mid-East & Ukraine remain potential hot spots…
The Return of Policy Risk
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. We believe 2025 will be…
Tariffs, Treasuries, and Triumphs: A Breakneck Week in the Markets
by Hubert Marleau, Market Economist, Palos Management November 29, 2024 The Palos Macroeconomic Commentary will be off for…
An investor's guide to potential U.S. policy changes in 2025
by Paul Eitelman, Russell Investments Executive summary: U.S. policies are set for a major reshaping as full Republican…
Why the Trump Trade May Be More Complicated Than Some Investors Think
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. AGF’s CEO and Chief Investment…
A Reality Check on Trump’s Trifecta
by Hubert Marleau, Market Economist, Palos Management November 14, 2024 Based on bold promises that Trump and his…
Fed Flexibility, GOP Sweep Boost Market Outlook
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Trump’s victory signals major policy shifts ahead
by Matt Miller, Jared Franz, Reagan Anderson, Capital Group The magnitude of U.S. President-elect Donald Trump’s victory on…
LPL: Election Day Takeaways
by Adam Turnquist, Chief Technical Strategist, & Team, LPL Research The clouds of uncertainty parted last week as…
Four More Years
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Okay, everyone is churning out content and thoughts…
