Section
Policy
172 posts
SIA Weekly: Potential Disruptions to Trade and the Trend Higher in Crude Oil
Trading in world markets over the last week has been dominated by two major themes. First, the impact…
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...
Stephen Lingard: Assessing the Impact of US Metal Tariffs
by Stephen Lingard, CFA Senior Vice President, Portfolio Manager Franklin Templeton Multi-Asset Solutions President Trump’s administration has reignited…
Threats Become Real
by Carl R. Tannenbaum, Ryan James Boyle, Vaibhav Tandon, Northern Trust Strong growth and employment reports affirm Northern…
The flare up of European populism and its investing implications
by Richard Turnill, Global Chief Investment Strategist, Blackrock European populism has flared up again. Richard explains what this…
It’s not just the tweets. Some things are different.
by Erik Ristuben, Russell Investments This time is different. Really. I’m fully aware that the above phrase constitutes…
Gary Cohn Resigns: The Other Shoe Has Dropped
by Brad McMillan, CIO, Commonwealth Financial Network Yesterday, I wrote that the markets were likely to continue to…
Jeffrey Saut: "We learn from history that we do not learn from history"
by Jeffrey Saut, Chief Investment Strategist, Raymond James “Smoot-Hawley Tariff was an act implementing protectionist trade policies sponsored…
Webcast Replay – Federal Budget 2018: What you need to know
Watch now! Yesterday, Fidelity Investment Canada's tax and retirement experts, Peter Bowen and Marlena Pospiech conducted a live…
Neil Dwane: De-FANGed: 5 Ways the Disrupters Could Be Disrupted
by Neil Dwane, Chief Global Strategist, Allianz Global Investors Summary Investors have profited handsomely from FANG stocks and…
How the German Election Could Dictate Europe’s Future Direction
by David Zahn, CFA, FRM, Head of European Fixed Income, Senior Vice President, Franklin Templeton Fixed Income Group…
Why Haven't New Political Shocks Scared the Markets?
by Stefan Rondorf, Allianz Global Investors US Defying expectations, markets shrugged off the Brexit vote and President Trump’s…
ECB Spooks the Market
by Ryan Detrick, LPL Research We all know the expression “a picture is worth 1,000 words,” but sometimes…
June Events Have Potential To Be Market Movers
by Matthew Peterson, and Ryan Detrick, LPL Research PDF Version KEY TAKEAWAYS • June brings several significant events…
How Rising U.S.-China Tensions Could Affect Investors
by Michael Thawley, Matt Miller, Capital Group China's relations with the West are at a crossroads. Capital Group…
China's Trilemma
by Carl Tannenbaum, Asha Bangalore, Northern Trust View PDF version I was recently honored to participate in a…
