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Politics
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Stablecoins: Uncle Samâs New Best Friend... or Riskiest Gamble?
In the face of rising national debt, growing âfiscal dominance' shrinking foreign appetite for U.S. Treasuries, and growing geopolitical headwinds, Washington has turned to an unlikely financial ally: stablecoins.
July 28, 2025
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...
Debt, Defense, and Denial: Why the U.S. Canât Afford to Ignore the Fiscal Warning Signs
Thereâs no shortage of people warning about Americaâs debt problem. The real question isâwhy now? Why is this…
July 13, 2025
"Impossible but Inevitable": What the 'One Big Beautiful Bill' Means for Markets and Foreign Investment
In the latest episode of The Open Outcry1, BMO Global Asset Management's Head of ETF & Alternatives Strategy,…
June 21, 2025
The Exceptional Case of U.S. Markets Underperformance
With global headlines bouncing between trade tensions, inflation worries, and surprise economic data, itâs getting harder for investors…
June 7, 2025
Bigger yard, higher fence?
Brandywine Global: The interplay between policy-driven trade realignments, cyclical relative growth shifts, structural capital flow adjustments, and relative currency valuations could open new avenues for alpha generation in emerging markets.
June 2, 2025
Trump Time, Trade Tensions, and Tech Triumphs: CI GAMâs Peter Hofstra on Whatâs Moving North American Markets
Markets in April might have treaded water, but behind the flat returns lies a storm of geopolitical, economic,…
May 18, 2025
When Policy is The Problem: Uncertainty as Macroeconomic Shock Doctrine
In a sweeping new report, Goldman Sachsâ US Economics Research teamâled by Jan Hatzius, Jessica Rindels, Manuel Abecasis…
April 20, 2025