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Politics
136 posts
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Europe's New Investment Geometry: Defense, Divergence, and the Barbell Portfolio
Europe is undergoing what Jitania Kandhari, Deputy CIO of Morgan Stanley Investment Management's Solutions and Multi-Asset Group, calls…
The Home Straight: Yields, Earnings, and the AI Economy in Focus
Deutsche Bank Research's September 2026 Monthly Chartbook, "The Home Straight,"1 arrives at a moment of unusual clarity and…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Second Space Age: Capital, Competition, and the Orbital Frontier
The Goldman Sachs Global Institute has published what amounts to a landmark orientation document for anyone thinking seriously…
Wesbury: Is US Democracy at Risk?
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios As we…
Denise Chisholm: The Midterm Effect - And Its Limits
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The four-year presidential cycle is one of the…
W’s to V’s: Dip-buying in Market Recoveries
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments Pavlovian conditioning, discovered by giving dogs…
Modest Government Spending Shrinkage
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios The federal government is…
Trump and the Global Chessboard
by Samuel Rines, Macro Strategist, Model Portfolios, WisdomTree ey Takeaways Current geopolitical tensions are unlikely to evolve into…
The Sword of Damocles Over the Global Economy
by Ed d'Agostino, COO, Mauldin Economics I sat down with Jacob Shapiro this week, my go-to expert on all things…
The Global Oil Complex and the War of Regime Change
by Hubert Marleau, Market Economist, Palos Management Contrary to adversaries, who called the prediction markets run by Kalshi…
Geopolitics Is Back — The Weaponization of Oil
When Wilfred Frost introduces Helima Croft as “perhaps the most plugged-in person to global energy markets across the…
How U.S. midterm elections may affect markets
by Matt Miller and Chris Buchbinder, Capital Group With everything happening in the world — from the U.S.…
The Order Is Rapidly Fadin’
by Ed d'Agostino, COO, Mauldin Economics Every so often, a single word surfaces and cuts through the noise. If…
The Fed Chose Politics
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Legal investigation of Fed Chair Powell presents new risk to markets
by Brian Levitt & Ben Jones, Global Market Strategist, Invesco Key takeaways New investigation - Recent news indicates…