Section
Policy
189 posts
In Unprecedented Times, Don’t Rely on (Obvious) Precedent
by Rick Rieder, CIO, Fixed Income, Russell Brownback, Head of Global Macro Fixed Income, and Trevor Slaven, Portfolio…
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...
Biden's first 100 days and your money
Expect a dramatic departure from the previous administration—starting with stimulus. by Fidelity Viewpoints Key takeaways President Biden is…
Regardless of the election outcome, expect limited U.S. policy changes in 2021
by Erik Ristuben, Russell Investments It’s no secret that uncertainty is public enemy number one to the stock…
Biden's Tax Hike Agenda
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios Election Day is eleven…
Does the U.S. presidential election pose a risk to markets?
by Erik Ristuben, Russell Investments With less than four months to go until Americans cast their votes for…
Tail Risks Rising, Iran’s Economic Misery, and 737 MAX/Min
by Carl R. Tannenbaum, Ryan James Boyle, Vaibhav Tandon, Northern Trust Summary Tensions flare up between Iran and…
Roil over oil? How rising Iran-U.S. tensions could impact markets
by Paul Eitelman, Russell Investments On the latest edition of Market Week in Review, Senior Investment Strategist Paul…
Hubert Marleau: The (Possible) Tipping Point
by Hubert Marleau, Market Economist, Palos Management The U.S. Trade War That Could Include China, Mexico, EU and…
Trade Tension Takes Turn at Top
by Liz Ann Sonders, Brad Sorensen, Jeffrey Kleintop, Charles Schwab and Company Key Points Rising trade tensions with…
Is an end to the China/U.S. trade war possible in the next week?
In today’s episode of Market Week in Review, Research Analyst Brian Yadao and Senior Investment Strategist Paul…
Earnings season is beating expectations. How low were the expectations?
by Erik Ristuben, Russell Investments Q1 U.S. GDP number blow past expectations. Why did markets fail to respond?…
What we can learn from a new measure of neutral
Elga explains what our new estimates for the neutral rate reveal about the possible path forward for central…
The biggest risk to the global expansion
by Elga Bartsch, PhD, Head, Economics and Market Research, Blackrock Investment Institute In her inaugural post, Elga Bartsch…
Stephen Lingard: A View from Canada on the New USMCA
by Stephen Lingard, CFA Senior Vice President, Portfolio Manager, Franklin Templeton Multi-Asset Solutions After more than a year…
What the US Midterm Elections Mean for Policy and the Markets
by Scott Krauthammer, AllianceBernstein Will Democrats retake the House of Representatives in the US midterm elections this fall?…
