Section
Policy
204 posts
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…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
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…
A Red Sweep is a Victory for Capitalism and Isolationism but a Defeat for Liberalism
by Hubert Marleau, Market Economist, Palos Management State Capitalism In a truly remarkable comeback and an estimated $16…
Brian Wesbury: Hold the Course
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Investing Around the Election and the Government Debt Problem
by Rick Rieder, CIO of Global Fixed Income, BlackRock "An investment in knowledge pays the best interest" -…
Jeffrey Kleintop: Pivot to Fiscal Policy
by Jeffrey Kleintop, Chief Global Market Strategist, Charles Schwab & Company Tighter fiscal policy in Europe and China…
Richard Bernstein: Fade the Election
by Richard Bernstein Advisors Citizens freely expressing political opinions is the most prized aspect of a functioning democracy.…
5 views on tumbling markets
by Jared Franz, Gerald Du Manoir, Chris Buchbinder, John Queen & Steve Watson, Capital Group With global equity…
The Summer Solstice
by Carl R. Tannenbaum, Chief Economist, Vaibhav Tandon, & Ryan Boyle, Northern Trust The Northern Trust Economics team…
Wesbury: Replacing Taxes with Tariffs
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
