Section
Politics
115 posts
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NBI CIO Martin Lefebvre: Conflicting Forces
The market may look stable on the surface, but beneath it lies a swirling storm of conflicting forces.…
Prepare, Donāt Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonāt come down anytime soon, and the growing correlation between stocks and bonds...
The Good, the Bad and the Ugly
by Hubert Marleau, Market Economist, Palos Management February 7, 2025. Last week, I ended my essay with this…
Northern Exposure
by Carl R. Tannenbaum, Chief Economist, Northern Trust Tariffs could upend the U.S. auto and energy sectors. A…
Policy Uncertainty Begins to Weigh on Investors
by Brad McMillan, CIO and Chris Fasciano, Chief Market Strategist, Commonwealth Financial Network Brad here. As many of…
Tariff Time
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments The only certainty in this noisy headline driven…
A Pivotal Week: Tech Shift, Fed Patience, Tariff Turbulence
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Trumpās Tariff Shockwave: Derek Holt Breaks Down the Impact
Derek Holtās Saturday Night Tariff Thrashing delivers a scathing assessment of the Trump administrationās abrupt trade war escalation.…
Tariffs: Bark Worse Than Bite?
by Jeffrey Kleintop, CFAĀ® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Inflation, tariffs, and other investor questions answered
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US inflation - My base case remains that…
Trumpās Agenda
by Hubert Marleau, Market Economist, Palos Management January 24, 2025 A Libertarian Address is an Ode to a…
Inflation Tames, Economy Gains: A Resilient Start to 2025
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Stephen Dover: Trump day 1āImplications for investors
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Yesterday, Donald Trump was inaugurated…
No More Trailers, Its Show Time
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Trump 2.0 starts next week, and everyone is sure…
Three investor watchpoints during the incoming U.S. administrationās first 100 days
by Paul Eitelman, Russell Investments Executive summary: The incoming U.S. administration of President-elect Donald Trump may make significant…
Equity Outlook: Preparing for Profound Policy-Driven Change
by Nelson Yu HeadāEquities, AllianceBernstein Political uncertainty and volatility create fertile ground for active investors to find companies…
