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Politics
111 posts
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Stocks Sailing Smoothly Through Policy Crosscurrents So Far
LPL Research examines recent stock performance in the face of changing and unexpected policy decisions by the current administration.
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...
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.
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…
Big Bill Promises Big Bills
OBBBA sets a path for more borrowing ahead.
Beyond the Bluster: Rethinking Trumpâs Trade Tactics
What if the tariffs werenât just political theater, but part of a calculated economic strategy? A closer look at Torsten Sløkâs provocative thesis.
"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,…
Market Ethos: Trimming America
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Last week was yet another one cementing the…
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…
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.
âBig Beautiful Billâ brings fiscal concerns
by Invesco Global Market Strategy Office Key takeaways Fiscal fears - Fiscal fears dominated the market last week…
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,…
Three Ways to Avoid the Eye of the Equity Market Storm
by Kurt Feuerman, Chief Investment OfficerâSelect US Equity Portfolios, AllianceBernstein With flexibility, humility and disciplined processes, equity investors…
And now comes the hard part
by Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Trumpâs first 100 days…
Above the Noise: Policy uncertainty persists
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Timing the market - The marketâs best days almost…
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…
