Section
Politics
100 posts
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Richard Bernstein: Fade the Election
by Richard Bernstein Advisors Citizens freely expressing political opinions is the most prized aspect of a functioning democracy.…
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...
Anatomy of a Recession Update: Economy’s health holds steady
by Jeffrey Schulze, CFA, Head of Economic and Market Strategy, ClearBridge Investments Jeff Schulze of ClearBridge Investments joins…
More Pullback Perspective
by Jeffrey Buchbinder, CFA, Chief Equity Strategist, LPL Financial Additional content provided by Colby Hesson, Analyst, Research. This…
What Biden’s historic election decision means for markets
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Biden leaves the race - President Joe Biden’s…
Politics, Economy, and Tech Impacting Sentiment
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
A Change in Leadership?
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Neuberger Berman As Biden withdraws, we are seeing an…
High-Vol Politics, Low-Vol Markets
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Are markets calm because of electoral unpredictability,…
Reversals of fortune emerge in elections and economies
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways French election - The second round of the…
The Summer Solstice
by Carl R. Tannenbaum, Chief Economist, Vaibhav Tandon, & Ryan Boyle, Northern Trust The Northern Trust Economics team…
Only Dave Cuts the Federal Budget
by William Smead, Smead Capital Management Dear fellow investors, Back in 1993, a brilliant satirist by the name…
Chart of the Day: Super Tuesday Indicator
by Adam Turnquist, CMT, Chief Technical Strategist, LPL Research Today’s LPL Financial Chart of the Day compares stock…
People care about elections. Markets don’t.
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Markets don’t care about elections US presidential elections haven’t…
Is China Investable?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, Charles Schwab & Co., Inc. Reasons…
Four Geopolitical Hotspots That Could Impact Markets in 2023
by Greg Valliere, Chief U.S. Policy Strategist, AGF Investments Russia’s war on Ukraine remains the top risk facing…
Bear Traps Report: Cash Burn, Clock Ticking
by Larry McDonald, The Bear Traps Report Copyright © The Bear Traps Report
