Section
Policy
183 posts
Debt ceiling showdown: Should investors worry?
by Matt Miller, Tom Hollenberg, Steve Watson, Capital Group Stop us if you’ve heard this one before: U.S.…
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...
Capital Economics: From Inflation Crisis to Financial Crisis?
by Neal Shearing, Group Chief Economist, Capital Economics In light of market events around SVB, Nadeem Kassam, Head…
Four Geopolitical Hotspots That Could Impact Markets in 2023
by Greg Valliere, Chief U.S. Policy Strategist, AGF Investments Russia’s war on Ukraine remains the top risk facing…
Bear Traps Report: Cash Burn, Clock Ticking
by Larry McDonald, The Bear Traps Report Copyright © The Bear Traps Report
Left Hand Not Talking to Right Hand: Quantitative Tightening & Federal Government Spending
by Stephen Vanelli, CFA, Knowledge Leaders Capital The Federal Reserve has been raising rates at an extremely aggressive…
Costs and Benefits of Sanctions
by Vaibhav Tandon, Senior Economist, Northern Trust A more integrated global economy is making sanctions less effective. A…
Hubris at The Fed
by John Mauldin, Mauldin Economics Intertemporal Bridge Everything Bubble Unnatural Heights Cleveland, British Columbia, and Dallas(?) Finding just…
Ukraine Can Win the Next Round
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives RUSSIAN TROOPS WERE THOROUGHLY ROUTED in the first…
New Polls Show Unity on Ukraine, Support Rising for Joe Biden
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives AFTER MONTHS OF DIVISION on every topic from…
Washington Is Polarized on Ukraine — Already
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives IT DIDN’T TAKE LONG for partisanship over Ukraine…
Fiscal Policy Comes Back Into the Picture; The Shame of January 6
by Greg Valliere, AGF Management Ltd. WHEN IN DOUBT, SPEND MORE MONEY: Even though the omicron variant may…
Congress Struggles as Time Runs Out
by Greg Valliere, AGF Management Ltd. WHAT A PERVERSE IRONY: As Washington reflects on the epic Senate career…
Investors Starting To Realize “Stagflation” Is A Problem.
by Lance Roberts, RIA Investors are slowly waking up to the realization that “stagflation” is a problem. For…
The Big Picture: A Brief History of the U.S. Debt Ceiling
by The editor's desk, AGF Management Ltd. The U.S. debt ceiling has once again emerged as a top…
The Next 'Crisis': The Debt Ceiling
by Brad McMillan, CIO, Commonwealth Financial After the past several crises, some real and some manufactured, we are…
